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Global investment manager BlackRock has signed an agreement to manage $121 billion for Citi Wealth clients in almost 100 countries, the latest development in its wealth m...

Funds management • 8 September 2025

Platinum Asset Management has reported its second-highest monthly outflows for 2025 with more expected later this year, thanks to a major client redemption....

Funds management • 8 September 2025

Financial advisers have been urged to consider the role they are using AT1 hybrids for in client portfolios when it comes to deciding on a suitable fixed income replaceme...

Financial planning • 8 September 2025

Evidentia Private has appointed PIMCO’s Haydn Scott as principal for private wealth solutions, focusing on asset consulting and private markets. ...

Financial planning • 8 September 2025

With candidate retention a concern after a professional year, two large licensees have shared how they are structuring their programs to successfully ensure candidates ar...

Financial planning • 8 September 2025

ETF providers are considering the phase-out of bank hybrids in their product development plans with billions of fixed income assets set to seek a new home in the coming y...

Features • 9 September 2025

Ausbil has launched its first active ETF in response to adviser demand for a dual-access product offering regular monthly income. ...

Funds management • 9 September 2025

Global investment firm Lazard Asset Management has appointed AllianceBernstein’s global head of investment as chief executive, as current CEO Evan Russo prepares to step ...

Funds management • 9 September 2025

Having divested its financial advice business to Fortnum Private Wealth, Australian Unity has shared further details on how it is transforming the wealth arm of the busin...

Financial planning • 9 September 2025

As the advice industry evolves with technology, two business consultants have said successful advice firms will be those which focus on delivering an “experience” for the...

Financial planning • 9 September 2025

Amid substantial growth in private markets, Yarra Capital co-head of fixed income Roy Keenan has warned this speed in asset gathering could have unforeseen consequences f...

Funds management • 9 September 2025

For overseas fund managers coming to Australia, a focus on platforms is critical for achieving growth, according to IMAP chair Toby Potter, flagging iCapital’s partnershi...

Funds management • 9 September 2025

Half a year after Count Financial told its advisers to exit several Metrics Credit Partners funds, research house Lonsec has now downgraded two of these products over gov...

Financial planning • 9 September 2025

In today’s evolving financial landscape, advisers are under increasing pressure to deliver more value to clients, to be faster, smarter, and with greater consistency....

Expert Analysis • 9 September 2025

GSFM has formed a distribution partnership with Auscap Asset Management to distribute its equities funds in Australia and New Zealand, its 10th distribution partner....

Funds management • 10 September 2025

ETFs saw almost $5 billion of inflows during August, with international equities gaining double those of fixed income funds, as total assets close in on $300 billion....

Funds management • 10 September 2025

Domestic equity managers are lagging the ASX 200 in the first half of the year, according to S&P, with almost three-quarters of Australian equity funds underperforming ov...

Funds management • 10 September 2025

While the profession struggles to keep up with strong consumer demand, a third of people who have passed the ASIC adviser exam aren’t actively practising, so where is thi...

Financial planning • 10 September 2025

An FAAA recommendation to make PY advisers subject to non-compete clauses would place candidates in a “hostage situation” with their employer and potentially deter new en...

Financial planning • 10 September 2025

Outflows of US$1.4 billion from its US equity funds have contributed to GQG Partners reporting its highest monthly outflows for 2025 in August. ...

Funds management • 11 September 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’...

1 week 3 days ago

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

1 month 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 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 days 19 hours ago

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

1 week 5 days 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. ...

2 weeks 5 days ago
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