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Scarcity Partners believes the dynamics playing out in the managed account and outsourced chief investment officer market are “here to stay” based on positive development...

Financial planning • 15 July 2025

While the last several months have seen increased market volatility, particularly in the US, advisers said there are multiple reasons why there has been an increase in de...

Financial planning • 15 July 2025

Submissions and nominations are now open for the Australian AI Awards 2025 – submit now to be recognised for excellence. ...

Financial planning • 16 July 2025

BlackRock’s iShares ETFs have reported a record first half for inflows, gaining US$192 billion in the past six months, to see overall ETF assets under management rise to ...

Funds management • 16 July 2025

Wealth technology platform HeirWealth has announced a partnership with Hatch Accountants to support the intergenerational wealth transfer....

Financial planning • 16 July 2025

AMP’s advice platform has announced three additions to its managed account menu with the new funds aimed to help advisers with clients’ income protection and fixed income...

Financial planning • 16 July 2025

Despite having less growth potential than other assets, financial advisers have said cash allocations are providing a sense of comfort for clients, allowing them to ride ...

Financial planning • 16 July 2025

BlackRock Australia’s head of intermediary distribution James Waterworth has taken up a new distribution role at an alternative asset manager, while Antipodes has hired a...

Funds management • 16 July 2025

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

Financial planning • 16 July 2025

Ethical investment manager Australian Ethical has seen its funds under management rise by a third over FY25 to close out the year at $13.9 billion. ...

Funds management • 17 July 2025

AMP has announced a senior appointment to its North leadership team, reinforcing the firm’s commitment to the advice industry....

Financial planning • 17 July 2025

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

Financial planning • 17 July 2025

Retailisation of private markets such as evergreen funds may seem like appealing options for wholesale and retail investors, but providers risk undermining trust if their...

Funds management • 17 July 2025

ASIC has issued infringement notices to two AFSLs over financial advisers providing personal advice while they were unregistered....

Financial planning • 17 July 2025

Investment strategies must adapt to an ageing population, believes T. Rowe Price’s Cassandra Crowe, or individuals will risk outliving their retirement savings. ...

Funds management • 18 July 2025

With millions of Australians rushing towards retirement, CPA Australia said urgent action is needed to bolster the financial advice profession before it becomes an “irrev...

Financial planning • 18 July 2025

As fixed income markets evolve, advisers are questioning how to deliver consistent income, manage downside risk, and diversify exposures, all while navigating an uncertai...

Expert Analysis • 18 July 2025

Platform-based superannuation funds are beating out industry fund models when it comes to adviser satisfaction, with service quality playing a key role in advisers’ decis...

Financial planning • 18 July 2025

Global asset manager Robeco has expanded its Australian fund management team with an equity appointment....

Funds management • 18 July 2025

The government has opened a consultation on sustainable investment product labelling by fund managers to help advisers make informed decisions on investing responsibly....

Financial planning • 18 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 2 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 1 week 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 2 weeks ago

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

2 weeks 1 day ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 3 days ago

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

3 days 15 hours ago
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