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ASIC has permanently banned a financial adviser after he allegedly concealed information from clients and misused client funds, among other breaches....

Financial planning • 7 July 2025

Insignia Financial has completed its transition of a range of administration and technology functions to SS&C Technologies as it seeks to be a leading wealth manager by 2...

Financial planning • 7 July 2025

Prime Value Asset Management has launched a retail fund investing in microcap companies, a new version of its existing wholesale offering....

Funds management • 7 July 2025

Two national advice businesses have merged to form a leading holistic advice business with $2.5 billion in funds under management....

Financial planning • 7 July 2025

Platinum Asset Management has entered into binding terms for a merger with L1 Capital with the firm to be renamed upon completion...

Funds management • 8 July 2025

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

Financial planning • 8 July 2025

A specialist ETF provider is seeking to become “the new Betashares” with its active ETFs, thanks to its use of algorithms to achieve outperformance....

Funds management • 8 July 2025

ETF investors would be wise to consider global or European exposure for their equity ETF allocations, according to AXA IM, with US government action expected to hit both ...

Funds management • 8 July 2025

With share price growth of 45 per cent for FY25, Australian Ethical has shared why it believes the firm has done so well compared to its active peers....

Funds management • 8 July 2025

BlackRock has announced its plan to acquire real estate investment firm ElmTree Funds which will be integrated into its new private financing solutions business. ...

Funds management • 8 July 2025

Coastal Advice Group chief executive, Daniel Brown, has said the firm has no intention of slowing down, with plans to do as many as 15 acquisitions in the next 12 months....

Financial planning • 8 July 2025

A former licensee director, who failed to report an adviser’s fee-for-no-service conduct, has been banned for three years by ASIC. ...

Financial planning • 8 July 2025

Stockbrokers and Investment Advisers Association chief executive, Judith Fox, is set to retire at the end of this year. ...

Financial planning • 9 July 2025

Inflows for the first half of 2025 for GQG Partners stand at US$8 billion, but the firm has flagged fund underperformance could be a headwind for future flows....

Funds management • 9 July 2025

A former Platinum investment specialist has joined Atrium, the multi-asset investment management arm of Fitzpatricks Financial Group....

Financial planning • 9 July 2025

At least two-thirds of ETF flows are understood to be driven by intermediaries, according to Global X, as net flows into Australian ETFs spike 97 per cent in the first ha...

Funds management • 9 July 2025

AMP has unveiled enhancements to its digital advice platform, now offering personalised investment and contribution advice as it seeks to take a “market leading position”...

Financial planning • 9 July 2025

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

Financial planning • 9 July 2025

High transition rates from financial advisers have helped Netwealth’s funds under administration rise by $3.7 billion in the fourth quarter of FY25....

Financial planning • 10 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 2 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 3 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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