Wealth technology platform HeirWealth has announced a partnership with Hatch Accountants to support the intergenerational wealth transfer....
AMP’s advice platform has announced three additions to its managed account menu with the new funds aimed to help advisers with clients’ income protection and fixed income...
Despite having less growth potential than other assets, financial advisers have said cash allocations are providing a sense of comfort for clients, allowing them to ride ...
BlackRock Australia’s head of intermediary distribution James Waterworth has taken up a new distribution role at an alternative asset manager, while Antipodes has hired a...
The Australian AI Awards recognise the professionals, organisations, and solutions that have transformed the Australian economy, from banking, law, accounting, and wealth...
Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...
Ethical investment manager Australian Ethical has seen its funds under management rise by a third over FY25 to close out the year at $13.9 billion. ...
AMP has announced a senior appointment to its North leadership team, reinforcing the firm’s commitment to the advice industry....
Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...
Retailisation of private markets such as evergreen funds may seem like appealing options for wholesale and retail investors, but providers risk undermining trust if their...
ASIC has issued infringement notices to two AFSLs over financial advisers providing personal advice while they were unregistered....
Investment strategies must adapt to an ageing population, believes T. Rowe Price’s Cassandra Crowe, or individuals will risk outliving their retirement savings. ...
With millions of Australians rushing towards retirement, CPA Australia said urgent action is needed to bolster the financial advice profession before it becomes an “irrev...
Platform-based superannuation funds are beating out industry fund models when it comes to adviser satisfaction, with service quality playing a key role in advisers’ decis...
Global asset manager Robeco has expanded its Australian fund management team with an equity appointment....
The government has opened a consultation on sustainable investment product labelling by fund managers to help advisers make informed decisions on investing responsibly....
In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford dive into the week's top news, from investors remaining blasé about tariff ...
Adviser losses look to be slowing down after the EOFY, with FY26 adviser gains now almost balancing out the losses from the previous financial year. ...
With US$1.5 trillion in private credit expected to be held by wealthy clients by 2029, a report has explored the best ways asset managers can take advantage of this trend...
The prospect of a takeover of Insignia Financial still remains up in the air as remaining bidder CC Capital bides its time on making a final offer....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...