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

Financial planning • 15 September 2025

The chair of the Platinum Capital listed investment company admits the vehicle “is at a crossroads” in its 31-year history, with both L1 Capital and Wilson Asset Manageme...

Financial planning • 15 September 2025

Investment solution provider Channel Capital has appointed James Archer as its latest distribution director, joining from Pinnacle Investment Management. ...

Funds management • 15 September 2025

Licensing regulation should prioritise consumer outcomes over institutional convenience, according to Assured Support, and the compliance firm has suggested an alternativ...

Financial planning • 15 September 2025

Insignia chief executive Scott Hartley is among two new appointments to the Financial Services Council board, returning after a two-year hiatus....

Financial planning • 16 September 2025

Franklin Templeton has announced it will close its Australian Core Plus Bond Fund, having changed two fixed income funds in its Brandywine range last week. ...

Funds management • 16 September 2025

Zenith Investment Partners has lost its head of portfolio solutions Steven Tang after 17 years with the firm, the latest in a series of senior exits from the research hou...

Financial planning • 16 September 2025

Australian investors are more confident than their APAC peers in reaching their financial goals and are targeting annual gains of more than 10 per cent, according to Fide...

Financial planning • 16 September 2025

Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley. ...

Financial planning • 16 September 2025

Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from ...

Financial planning • 16 September 2025

Several financial advisers have been shortlisted in the ninth annual Women in Finance Awards 2025, to be held on 14 November. ...

Financial planning • 17 September 2025

Strong adviser engagement has helped Praemium reach $1 billion in inflows on its Spectrum offering, with a deal with Western Australian wealth firm Euroz Hartleys expecte...

Funds management • 17 September 2025

A week after Lonsec downgraded multiple funds from Metrics Credit Partners, rival research house Zenith Investment Partners has opted to retain its ratings for the same f...

Funds management • 17 September 2025

Challenger Investment Management has raised $350 million during the offer period for its new ASX-listed investment structure....

Funds management • 17 September 2025

Women are expected to inherit US$124 trillion through the intergenerational wealth transfer, but Capital Group has found they are twice as likely to rely on social media ...

Funds management • 17 September 2025

With an advice M&A deal taking around six months to enact, two experts have shared their tips on how buyers and sellers can avoid “deal fatigue” and prevent potential dea...

Financial planning • 17 September 2025

Divergences in the ratings of private credit funds by the major research houses demonstrate why financial advisers need to dig deeper and look beyond the surface-level ra...

Financial planning • 18 September 2025

Several wealth management companies have been shortlisted in the second annual Australian AI Awards program, which champions individuals and organisations pioneering Aust...

Funds management • 18 September 2025

Australians under 45 expect to need $100,000 per year to retire comfortably, but almost half the working population have no plan on how they will achieve this, Vanguard h...

Financial planning • 18 September 2025

In the latest episode of Relative Return Insider, hosts Maja Garaca Djurdjevic, Shane Oliver, and Keith Ford unpack the twists and turns of today’s markets – from credit ...

Editorial • 18 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 4 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. ...

4 days 7 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. ...

2 weeks 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. ...

3 weeks ago
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