Despite the perception that short-term market events shouldn’t affect portfolio decisions, Praemium research finds 60 per cent of advisers have made portfolio changes in ...

Investment consultancy Ascalon Capital has appointed a new partner, who joins from 20 years at Zenith Investment Partners, as well as a new chief executive amid a “bold n...

Rising advice fees has prompted Radar Results to increase its price guide to a minimum of $3,000 per client to reflect the changing shape of the adviser landscape....

Equity Trustees has paid three infringement notices issued by ASIC in which the corporate regulator alleged it made misleading statement about investments in a sustainabl...

Generation Development Group has appointed former Evidentia chief executive Peter Smith as an executive director. ...

Colonial First State has announced the latest manager to join its Edge managed accounts menu, focusing on providing investors with a strategic income....

In this week’s episode of Relative Return Insider, Professor Robert Brooks of Monash Business School joins the show to unpack the economic and market implications of risi...

The development of semi-liquid private equity funds is providing an easier way for wealth managers to access the asset class, according to a panel, while firms are substa...

Wealth managers who lack expertise in alternatives could find themselves at risk of losing clients, according to iCapital, with a shift towards evergreen funds already at...

Adviser losses this week are quadruple the same period a year ago, with the industry falling into negative territory for the last 12 months. ...

Australians have the second-highest median wealth in the world, beaten only by Luxembourg, as those in the middle bands are experiencing pronounced wealth growth, UBS has...

Padua Solutions has poached an individual from Colonial First State to take on a newly created role focused on overseeing its technical capabilities. ...

Betashares is preparing to enter the private asset space, with the ETF provider set to unveil plans to roll out a suite of unlisted funds starting with a US private credi...

Traditional relationships between advisers and business development managers are evolving, with the expectations for them to provide meaningful guidance to the advice pra...

BlackRock has opted to reduce exposure to Australian equities in its model portfolios, taking profits after strong ASX performance year-to-date. ...

With adviser losses set to continue, Wealth Data founder Colin Williams has detailed which business model is likely to drive the exodus. ...

Perennial Partners has acquired a majority stake in Melior Investment Management which will see it take over management of the Melior Australian Impact Fund....

With active players closing funds and struggling to hold their own against passive players, recruiters have debated whether there is still a hiring market out there for a...

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...

Financial services software and technology provider Fin365 has appointed a new executive chairman to the board to support the firm’s strategic growth plans....