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Whether received via human or digital means, financial advice is reportedly leading to lower stress and more confidence, according to Vanguard....

Financial planning • 11 July 2025

Financial advisers should approach private markets with a mix of “scepticism and education” to ensure they are investing in an asset suitable for their clients’ needs, ac...

Funds management • 11 July 2025

Investment consultancy Ascalon Capital has looked to research houses for hires, appointing one each from Zenith and Lonsec while Zenith has made an internal promotion. ...

Funds management • 11 July 2025

Platinum Asset Management’s head of investment, Douglas Isles, has departed the fund manager after 12 years as the firm reshapes the business amid a merger with L1 Capita...

Funds management • 11 July 2025

With fund managers using ETFs as a way to reach the adviser market with a diversified product range, Betashares has shared how many ETFs were listed and closed during the...

Funds management • 11 July 2025

Determinations by the FSCP since the start of 2025 are almost double the number in the same period of 2024, with non-concessional contribution cap errors and incorrect ad...

Financial planning • 11 July 2025

Betashares is to merge its managed account business with InvestSense to form a purpose-built option for financial advisers, forecasting a positive outlook for future indu...

Funds management • 14 July 2025

While returns and fees are the top priority for older Australians when it comes to their superannuation, more than one in 10 are calling for access to tailored financial ...

Financial planning • 14 July 2025

Financial research firm Wealth Data, which publishes the weekly financial adviser numbers, has been sold to fintech firm Padua Solutions....

Funds management • 14 July 2025

Pinnacle Investment Management has continued its focus on international expansion with the appointment of a managing director from T. Rowe Price....

Funds management • 14 July 2025

L1 Capital has confirmed it intends to vote against the conversion of the Platinum Capital LIC into a listed ETF, meaning the deal “has a high probability of failing” due...

Funds management • 14 July 2025

Betashares chief executive, Alex Vynokur, has said that the firm is focused on financial advisers “more than ever” as it grows the business, having announced a merger wit...

Funds management • 14 July 2025

HUB24 has seen net inflows of $5.3 billion in the fourth quarter of FY25, helped by $1.2 billion from Equity Trustees which concluded its 18-month migration....

Financial planning • 15 July 2025

MLC has partnered with TAL and Challenger on a retirement solution, the first in a series of retirement income offerings for advisers to be launched over the next 18 mont...

Financial planning • 15 July 2025

Fidelity International research has revealed Australian investors are significantly more optimistic about the market outlook and feeling more comfortable than their APAC ...

Financial planning • 15 July 2025

Former executive chairman of failed stockbroker BBY, Glenn Rosewall, has been charged with aiding, abetting, counselling or procuring BBY’s dishonest conduct in relation ...

Financial planning • 15 July 2025

Scarcity Partners believes the dynamics playing out in the managed account and outsourced chief investment officer market are “here to stay” based on positive development...

Financial planning • 15 July 2025

While the last several months have seen increased market volatility, particularly in the US, advisers said there are multiple reasons why there has been an increase in de...

Financial planning • 15 July 2025

Submissions and nominations are now open for the Australian AI Awards 2025 – submit now to be recognised for excellence. ...

Financial planning • 16 July 2025

BlackRock’s iShares ETFs have reported a record first half for inflows, gaining US$192 billion in the past six months, to see overall ETF assets under management rise to ...

Funds management • 16 July 2025
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 days 11 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

6 days 5 hours ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

1 week 6 days ago