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In this week’s episode of Relative Return Insider, Professor Robert Brooks of Monash Business School joins the show to unpack the economic and market implications of risi...

Editorial • 19 June 2025

The development of semi-liquid private equity funds is providing an easier way for wealth managers to access the asset class, according to a panel, while firms are substa...

Funds management • 19 June 2025

Wealth managers who lack expertise in alternatives could find themselves at risk of losing clients, according to iCapital, with a shift towards evergreen funds already at...

Funds management • 19 June 2025

Adviser losses this week are quadruple the same period a year ago, with the industry falling into negative territory for the last 12 months. ...

Financial planning • 19 June 2025

Australians have the second-highest median wealth in the world, beaten only by Luxembourg, as those in the middle bands are experiencing pronounced wealth growth, UBS has...

Financial planning • 20 June 2025

Padua Solutions has poached an individual from Colonial First State to take on a newly created role focused on overseeing its technical capabilities. ...

Financial planning • 20 June 2025

Betashares is preparing to enter the private asset space, with the ETF provider set to unveil plans to roll out a suite of unlisted funds starting with a US private credi...

Funds management • 20 June 2025

Traditional relationships between advisers and business development managers are evolving, with the expectations for them to provide meaningful guidance to the advice pra...

Financial planning • 20 June 2025

BlackRock has opted to reduce exposure to Australian equities in its model portfolios, taking profits after strong ASX performance year-to-date. ...

Funds management • 20 June 2025

With adviser losses set to continue, Wealth Data founder Colin Williams has detailed which business model is likely to drive the exodus. ...

Financial planning • 20 June 2025

Perennial Partners has acquired a majority stake in Melior Investment Management which will see it take over management of the Melior Australian Impact Fund....

Funds management • 23 June 2025

With active players closing funds and struggling to hold their own against passive players, recruiters have debated whether there is still a hiring market out there for a...

Funds management • 23 June 2025

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

Financial planning • 23 June 2025

Financial services software and technology provider Fin365 has appointed a new executive chairman to the board to support the firm’s strategic growth plans....

Financial planning • 23 June 2025

Equal weighted ETFs are gaining ground with financial advisers, according to AUSIEX, as they believe they can bring balance to client portfolios....

Financial planning • 23 June 2025

ETF provider Global X has surpassed $10 billion in assets under management and is now targeting to double this figure by 2027....

Funds management • 23 June 2025

Betashares is gearing up to launch two new ETFs in a clear bid to challenge similar offerings from global ETF giants....

Funds management • 23 June 2025

A panel of advisers have argued charging fees accordingly is a top priority for the industry, but Peloton Partners has found firms are reluctant to increase them until th...

Financial planning • 23 June 2025

Aussie wealth manager Shaw and Partners has made its entry into the New Zealand market with a 75 per cent acquisition of investment firm Investment Services Group....

Financial planning • 24 June 2025

ASIC is calling on licensees to review their client onboarding practices to avoid vulnerabilities associated with share sale fraud, noting particular concerns in the use ...

Financial planning • 24 June 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 month 3 weeks ago

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

2 months 3 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...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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