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Helped by adviser demand, year-to-date flows into the two-largest ETF providers are more than double the volume they were at the same time last year as Vanguard’s largest...

Funds management • 24 June 2025

After surviving significant evolutions of the Australian financial advice industry, The Advisers Association is now celebrating a century of advocating for advisers....

Financial planning • 24 June 2025

With advisers expressing a reluctance to invest in cryptocurrency, advised clients are tending to have a smaller allocation to the asset than their unadvised peers. ...

Financial planning • 24 June 2025

At the halfway point of the year, consolidation pressures continue to drive financial services M&A with three areas identified as targets for asset and wealth managers, a...

Financial planning • 24 June 2025

DASH Technology Group has seen a 49 per cent uplift in its carrying value and is completing a new capital raising, having already received $30 million from growth investo...

Financial planning • 25 June 2025

With AT1s being phased out, what fixed income alternatives can advisers use to replace these assets and the income they provide to clients?...

Funds management • 25 June 2025

Pinnacle’s managing director Ian Macoun has offloaded a 1.73 per cent stake in the company, with plans to reinvest the proceeds into funds managed by Metrics Credit Partn...

Funds management • 25 June 2025

The Financial Services Council has recommended implementing a per capita limit per annum for financial advisers when it comes to the CSLR levy to allow them to expand the...

Financial planning • 25 June 2025

Private wealth manager Escala Partners has increased its alternatives allocations to more than a third in the past three years, describing the asset class as offering “fe...

Financial planning • 25 June 2025

Wealth managers are planning to increase their use of active strategies as they believe active management offers diversification and outperformance potential for their cl...

Funds management • 25 June 2025

Australian investors have made “extraordinary” flows into managed funds since the start of the year, more than 20 times the same period a year ago. ...

Funds management • 26 June 2025

Two advice platforms have been identified by Adviser Ratings as standouts for efficiency as time-pressured advisers become evermore fickle in their platform selection. ...

Financial planning • 26 June 2025

Bell Financial Group has partnered with investment solution provider Briefcase to deliver access to direct indexing technology to its clients....

Funds management • 26 June 2025

After a brutal month for adviser numbers, the net loss for June now stands at more than 100 advisers, but the financial year is still on track to end in positive territor...

Financial planning • 26 June 2025

Regal Partners has announced its latest alternatives acquisition, taking a 50 per cent stake in real estate and advisory platform Ark Capital Partners ahead of a future h...

Funds management • 26 June 2025

In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to explore the major global and domestic forces shaping investment mark...

Editorial • 26 June 2025

More than 20 winners have been revealed for the annual Fund Manager of the Year Awards. ...

Funds management • 27 June 2025

ASIC has accepted a court enforceable undertaking from a Perth-based company auditor who failed to adequately conduct multiple audits on an advice firm that receivers say...

Financial planning • 27 June 2025

Northern Trust Asset Management has appointed a new head of international and responsible investing....

Funds management • 27 June 2025

Going forwards, advisers’ use of platforms will be divided into those “core” offerings and “peripheral” ones, with those in the latter category facing an existential thre...

Financial planning • 27 June 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’...

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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