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The Australian wealth management group has looked to competitor UBS to replace its outgoing chief operating officer, who departs after 15 years in the C-suite role....

Financial planning • 6 June 2025

The Financial Advice Association Australia has confirmed it has met with newly appointed Minister for Financial Services, Daniel Mulino, to discuss DBFO and the CSLR....

Financial planning • 6 June 2025

Australia’s financial services sector is a clear frontrunner for the integration of AI, PwC findings reveal, with these skills becoming more democratised across the broad...

Funds management • 6 June 2025

Data and technology provider Novigi has acquired Iress’ superannuation consulting and managed services business from Apex Group. ...

Superannuation • 10 June 2025

Trading platform AUSIEX has shared the most bought individual ASX share by advised investors in May as well as by advised self-managed superannuation funds....

Financial planning • 10 June 2025

Advisers are eager to increase their fixed income allocations but ETF provider VanEck believes there is a section within the asset class that is being overlooked in the s...

Funds management • 10 June 2025

World Gold Council data shows Australia has invested $356 million into gold ETFs since the start of 2025 as investors seek defensiveness, but which ETF is seeing the best...

Funds management • 10 June 2025

Perpetual has signed a letter of intent with global private markets giant Partners Group to explore new investment products that combine both public and private assets....

Funds management • 10 June 2025

Advisers may think they are being compliant with the regulation but for their clients, it is often communication that can cause the biggest headache in their adviser rela...

Financial planning • 10 June 2025

The former chief executive of failed stockbroker BBY has been charged in relation to the alleged dishonest conduct of the firm....

Financial planning • 10 June 2025

The corporate regulator has announced it is taking action against Australian Unity regarding alleged failures by the fund manager in its target market determinations. ...

Funds management • 11 June 2025

GQG Partners has reported net inflows of US$1.4 billion in May, its fifth consecutive month of inflows reaching more than US$1 billion....

Funds management • 11 June 2025

Franklin Templeton has shared four rules for financial advisers when it comes to including alternative investments in client portfolios. ...

Financial planning • 11 June 2025

Fidelity International has worked in tandem with Australian wealth manager Emanuel Whybourne & Loehr to launch an actively managed global equities strategy aimed at finan...

Funds management • 11 June 2025

Netwealth has added a series of multi-asset separately managed accounts from Activam to its platform. ...

Financial planning • 11 June 2025

Financial advisers may be encouraged to work with multiple generations amid the intergenerational wealth transfer, but the FAAA has warned it can cause behavioural confli...

Financial planning • 11 June 2025

ASIC has sent warning notices to social media finfluencers who it suspects are providing unlicensed financial advice to Australians as part of a global crackdown by inter...

Financial planning • 12 June 2025

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

Financial planning • 12 June 2025

Evidentia Group has hired a head of quantitative investments who joins the investment firm and managed account provider from AMP....

Funds management • 12 June 2025

L1 Capital, which is in talks to merge with Platinum Asset Management, has indicated it opposes a deal to convert a Platinum LIC into an ETF. ...

Funds management • 12 June 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