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In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford dive into the week's top news, from investors remaining blasé about tariff ...

Editorial • 18 July 2025

Adviser losses look to be slowing down after the EOFY, with FY26 adviser gains now almost balancing out the losses from the previous financial year. ...

Financial planning • 18 July 2025

With US$1.5 trillion in private credit expected to be held by wealthy clients by 2029, a report has explored the best ways asset managers can take advantage of this trend...

Features • 21 July 2025

The prospect of a takeover of Insignia Financial still remains up in the air as remaining bidder CC Capital bides its time on making a final offer....

Financial planning • 21 July 2025

With a distribution partnership agreed in May, Bennelong Funds Management has announced it will offer the Allspring Global Income Fund to Australian investors....

Funds management • 21 July 2025

Investment information firm Equity Story has completed its acquisition of South Australian financial advisory and stockbroker Baker Young, propelling the firm’s full-serv...

Financial planning • 21 July 2025

The latest episode of Relative Return sees host Laura Dew chat with Richard Ivers and Mike Younger, co-portfolio managers at Prime Value Asset Management, on their newly ...

Editorial • 21 July 2025

Centrepoint Alliance, the third-largest advice licensee, is forecasting to report a net revenue increase of 13 per cent for FY25, while adviser numbers have reached more ...

Financial planning • 21 July 2025

ASIC is conducting further surveillance on numerous private credit funds and their compliance measures as part of its broader review into the space....

Funds management • 21 July 2025

AMP’s platform has seen net cash flow increase 63 per cent in Q2, while its superannuation and investment division returned to positive cash flow for the first time since...

Financial planning • 21 July 2025

Just one day after announcing it was awaiting a final bid from CC Capital, the two firms have entered a scheme of arrangement, albeit at a lower price than initially bid....

Financial planning • 22 July 2025

Platform Netwealth has unveiled a wholesale-only platform solution, designed to meet the growing opportunity among high and ultra-high-net-worth investors....

Financial planning • 22 July 2025

ASIC is suing advice business Fortnum Private Wealth, a subsidiary of Australia’s largest licensee Entireti, for alleged cyber security failures which led to client data ...

Financial planning • 22 July 2025

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

Financial planning • 22 July 2025

Highlighting the growing demand for active ETFs, global year-to-date inflows into the funds are 74 per cent higher than the same period in 2024 to stand at US$267 billion...

Funds management • 22 July 2025

ETF servicing provider Calastone has entered into an agreement to be acquired by SS&C Technologies in a $1.5 billion deal. ...

Funds management • 22 July 2025

With the role of BDMs evolving, AMP chief executive Alexis George admitted the firm “didn’t spend enough time on selling” and a renewed focus on this division is successf...

Financial planning • 22 July 2025

The Australian Financial Complaints Authority has received more than 100,000 complaints for the second year running, with investment and advice complaints rising 18 per c...

Financial planning • 22 July 2025

Departed advisers from wealth manager Escala Partners has significantly contributed to outflows of $251 million from Powerwrap for Praemium....

Financial planning • 23 July 2025

ASIC has permanently banned a Melbourne individual who illegally provided financial advice which led investors to deposit $374,000 into his bank accounts....

Financial planning • 23 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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