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The Australian Wealth Advisors Group has taken a 20 per cent stake in two Australian wealth management firms, having also made two investments last year....

Financial planning • 20 May 2025

The democratisation of alternatives funds was a key reason for Barings to consider entering the Australian wealth management market, its Australian wealth distribution he...

Funds management • 20 May 2025

The restructure of Insignia Financial’s advice network into two parts could lead to further adviser attrition than initially forecast if advisers shun the salaried model,...

Financial planning • 20 May 2025

State Street has shared several ETF predictions for how ETFs could grow in 2025 and beyond, including a focus on artificial intelligence and alternative investments....

Funds management • 20 May 2025

Copia Investment Partners has appointed Mac Dinsmore as distribution manager, working with wholesale clients. ...

Financial planning • 20 May 2025

The Reserve Bank of Australia (RBA) has lowered rates to a level not seen since mid-2023....

Policy & Regulation • 20 May 2025

Global X ETFs has expanded its national presence by opening its first office in Western Australia, alongside announcing three new appointments....

Funds management • 20 May 2025

Active ETFs have hit a “critical inflection point” with a particular growth observed in fixed income products, and JPMAM’s global head of ETFs expects the fixed income ET...

Funds management • 20 May 2025

A financial adviser has been given a reprimand by the FSCP for contraventions under the Corporations Act regarding superannuation advice....

Financial planning • 20 May 2025

Bell Asset Management has appointed Andrew Stewart from Allianz Retire+ as its new head of retail sales to strengthen its adviser presence....

Financial planning • 20 May 2025

Financial advisers in private wealth management companies are one of the most in-demand roles for this recruitment firm, sparking broader conversations about how to retai...

Financial planning • 20 May 2025

Bell Asset Management has appointed Andrew Stewart from Allianz Retire+ as its new head of retail sales to strengthen its adviser presence....

Funds management • 21 May 2025

With the rise of alternatives, Praemium has found high-net-worth investors are turning to financial advisers for help weighing up the various options. ...

Financial planning • 21 May 2025

ASIC has cancelled the AFSL of a Sydney asset and investment manager following a payment by the Compensation Scheme of Last Resort....

Financial planning • 21 May 2025

Those mid-sized licensees with 16–50 authorised representatives are experiencing a blind spot, according to compliance firm Assured Support, and ASIC could develop specif...

Financial planning • 21 May 2025

Strategic partnerships are the number one priority for JPMAM, according to its EMEA CEO, having already enacted two deals with large New Zealand and UK wealth management ...

Funds management • 21 May 2025

Wealth platform Mason Stevens has welcomed a chief strategy officer to lead the expansion of its UHNW segment, who joins from Morgan Stanley....

Financial planning • 22 May 2025

Zenith Investment Partners will see its co-founder and managing director both depart this year due to their ambitions no longer aligning with those of its parent company....

Funds management • 22 May 2025

The global alternative asset manager has confirmed the acquisition of IP Generation....

Funds management • 22 May 2025

In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to break down the Reserve Bank’s recent decision to cut interest rates ...

Editorial • 22 May 2025
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 3 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 6 days ago