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Advice licensee Count has seen an appeal filed to a class action against it which was dismissed earlier this year....

Financial planning • 27 June 2025

Shaw and Partners chief executive, Earl Evans, has said the firm is seeking to double the assets under management at its latest New Zealand acquisition ISG, having made t...

Financial planning • 27 June 2025

State Street has rebranded its State Street Global Advisors arm, which has US$4.6 trillion in assets under management, following a series of deals with financial services...

Funds management • 30 June 2025

Private equity giant TA Associates has made a strategic investment of an undisclosed sum into a major Australian wealth and investment player....

Financial planning • 30 June 2025

National advice licensee Bombora Advice has announced its chair Kevin Martin will be stepping down after almost a decade, and the licensee has looked internally for his s...

Financial planning • 30 June 2025

Akumin has added a Victorian advice practice to its network, signalling a “focus on recruitment and growth” including by supporting single-adviser practices....

Financial planning • 30 June 2025

Money Management rounds up actions ASIC took against advice individuals in the first half for FY25 from exam falsifications to dishonest conduct....

Financial planning • 30 June 2025

AMP has partnered with BlackRock and research house Lonsec to provide a model portfolio capability on its North platform that offers “portfolio customisation at scale” to...

Financial planning • 30 June 2025

Having proposed changes earlier this year, ASIC has clarified how it will support licensees with additional relief under the reportable situations regime....

Financial planning • 30 June 2025

The corporate regulator has cancelled the AFSL of a Perth advice firm, with the firm having previously seen its licence temporarily suspended in 2020....

Financial planning • 30 June 2025

The top-performing investment platforms of 2025 have been revealed in the latest Money Management Advice Tech Review Survey by Agile Market Intelligence....

Financial planning • 1 July 2025

CC Capital, the last remaining player in the bid to acquire Insignia Financial, is still yet to finalise its offer, the firm has informed the market....

Financial planning • 1 July 2025

Evidentia Group has confirmed its new executive leadership structure, having been formed from the merger between Evidentia and Lonsec Investment Solutions, to shape the f...

Financial planning • 1 July 2025

VanEck’s Bitcoin ETF has amassed $290 million in assets in its first year, but the ETF provider has said financial advisers remain skeptical of the asset. ...

Funds management • 1 July 2025

For the 2025 financial year, all but one listed advice licensee has reported double-digit share price growth – but which licensee has seen the best performance and what a...

Financial planning • 1 July 2025

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

Financial planning • 2 July 2025

One of Metrics’ four managing partners is to step back from the business next year, having worked at the firm since its inception in 2011....

Funds management • 2 July 2025

In its first FY26 action, ASIC has cancelled the AFSLs of two Sydney advice firms over their failures to pay industry funding levies. ...

Financial planning • 2 July 2025

Having seen inflows of US$5.6 billion to its fixed income funds in the last quarter, Janus Henderson has closed on a deal with life insurer Guardian to secure funds to bo...

Funds management • 2 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’...

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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