While the acquisition of Insignia by CC Capital will help the business, Morningstar believes customer and adviser loyalty will be key as to whether it can regain its pre-...

Two surveys from CoreData and Vanguard have shared the level of trust the Australian public has in financial advisers, and how it has changed since the Hayne royal commis...

ASIC has banned another two former financial advisers of MWL Financial Services of making inappropriate advice to clients regarding the Shield Master fund, following two ...

Regal Partners has regained the funds under management lost after the Opthea failure to close out the financial year at $18.9 billion. ...

International asset manager Robeco has appointed a new chief investment officer as incumbent Mark van der Kroft departs the firm after 25 years....

The global investment market is looking to China as a roadmap to success, as the nation pioneers technological development in AI and robotics, Australia-China Relations I...

Ascalon Capital has continued its raid of research houses with three appointments from Zenith, Evidentia and Lonsec, while Drummond Capital Partners has appointed a head ...

In this episode of Relative Return Insider, host Keith Ford is joined by Cyber Daily deputy editor David Hollingworth to take you inside the evolving landscape of cyber c...

One advice licensee has been identified as a leader in gains for the new financial year, having gained 16 advisers over the last four weeks, while two others have also se...

MLC Asset Management has reduced management fees on its MLC MultiSeries portfolios as advisers seek streamlined multi-asset investment solutions....

With an ESG product labelling consultation currently ongoing, Zenith’s head of responsible investment agrees the existing system for funds is so unclear that people may b...

DASH Technology Group has announced a suite of enhancements for its core platform technology to better support advisers and the growing wholesale investment market....

The pressure is on for technology providers as Investment Trends’ latest industry report reveals advisers are consolidating their platform use, directing the majority of ...

Receiving advice and guidance has been identified as a factor making up a successful retail investment system. Vanguard has shared policy recommendations to ensure greate...

A new report from the Financial Services Council has detailed what advisers value the most from their licensee, as well as the time and cost savings from being part of an...

Sequoia Financial Group non-executive director Charles Sweeney has stepped down from the board of the licensee after six years....

Fitzpatricks Financial Group chief executive Andrew Fairweather has taken over responsibility for the group’s private wealth subsidiary as its general manager of advice t...

Flows into SPDR ETFs during the second quarter of 2025 have helped State Street to reach US$5 trillion in assets under management. ...

Flows into Australasian sustainable funds have moved back into outflow territory in the second quarter of 2025 driven by US$400 million in redemptions from passive funds....

FNZ has signed a five-year partnership with Microsoft to “transform wealth management” through technology and artificial intelligence, and create an improved adviser expe...