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Wholesale distribution is experiencing the most active hiring efforts as the decline in financial advisers means fund managers are focusing on high-net-worth investors an...

Funds management • 3 September 2025

Elanor Commercial Property Fund has appealed to the Takeovers Panel regarding the takeover offer by family office Lederer Group, describing “disclosure deficiencies” in l...

Funds management • 3 September 2025

As advisers attempt to tackle mounting operational costs and achieve greater efficiency, the FY25 reporting season has revealed a growing focus on managed accounts among ...

Financial planning • 3 September 2025

Amid regulatory simplification, ASIC has outlined its efforts in making regulation clearer and accessible, as well as unveiled a roadmap for financial advisers on their o...

Financial planning • 3 September 2025

Recommending Platinum shareholders to enact the merger with L1 Capital, Morningstar has said it expects the combined firm will be able to moderate outflows and facilitate...

Funds management • 3 September 2025

Having launched its first active ETF for Australian investors earlier this year, iShares says this has helped the firm reach $50 billion in assets under management in Aus...

Funds management • 3 September 2025

In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital Management, to discuss the evolving fixed income asset ...

Editorial • 4 September 2025

Financial services firm Iress has appointed Andrew Russell as group chief executive and managing director, taking over from Marcus Price....

Financial planning • 4 September 2025

After eight consecutive weeks of adviser gains, the latest Padua Wealth Data analysis revealed adviser numbers have dropped as the profession begins to stagnate....

Financial planning • 4 September 2025

In the latest episode of the Relative Return Insider, host Maja Garaca Djurdjevic and AMP’s chief economist Shane Oliver unpack the surprising twists in the Australian ec...

Editorial • 4 September 2025

Having completed its acquisition of fixed income provider FIIG, AUSIEX believes more can be done to increase direct investment of the assets and can envisage them being m...

Financial planning • 5 September 2025

Any changes to product labelling for sustainable funds must be applied consistently across investor channels, including those used by financial advisers, according to RIA...

Financial planning • 5 September 2025

Financial advice practices may be hiring younger or professional year advisers as a succession option, but they may find they are unable to put up the capital if the advi...

Financial planning • 5 September 2025

Financial advice technology provider Padua Solutions has entered into a strategic investment and partnership to build an integration between advisers and mortgage brokers...

Financial planning • 5 September 2025

Private wealth firm Escala Partners has appointed an investment specialist to broaden its focus on alternative funds, having launched a dedicated alternatives platform in...

Funds management • 5 September 2025

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

Financial planning • 5 September 2025

Investment Trends has revealed Australian advisers are increasingly turning to ETFs to provide portfolio diversification, while new inflows for unlisted managed accounts ...

Financial planning • 5 September 2025

A Supreme Court of Western Australia jury has issued its verdict regarding unregistered MIS operator Chris Marco, who was on trial for 43 fraud charges, with ASIC stating...

Financial planning • 5 September 2025

AMP has made an internal promotion to head of business development for wealth distribution, as chief executive Alexis George has said the firm is doubling down on its BDM...

Financial planning • 5 September 2025

Northern Trust Asset Management has promoted co-chief investment officer Michael Hunstad to president....

Funds management • 5 September 2025
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 days 5 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

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

4 weeks 1 day ago

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

5 days 23 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 ago