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Fitzpatricks Financial Group chief executive Andrew Fairweather has taken over responsibility for the group’s private wealth subsidiary as its general manager of advice t...

Financial planning • 29 July 2025

Flows into SPDR ETFs during the second quarter of 2025 have helped State Street to reach US$5 trillion in assets under management. ...

Funds management • 29 July 2025

Flows into Australasian sustainable funds have moved back into outflow territory in the second quarter of 2025 driven by US$400 million in redemptions from passive funds....

Funds management • 29 July 2025

FNZ has signed a five-year partnership with Microsoft to “transform wealth management” through technology and artificial intelligence, and create an improved adviser expe...

Financial planning • 29 July 2025

The 2025 calendar year has already seen 18 advisers banned or disqualified by ASIC, and if this trend continues, the count could exceed the royal commission era record of...

Financial planning • 29 July 2025

Global X will expand its ETF range of exchange-traded funds next month with a low-cost Australian equity product as it chases ambitions of becoming a top issuer of ETFs i...

Funds management • 29 July 2025

Quality sleep is crucial for finance professionals who often analyse critical data. Learn how it can impact their productivity in this blog....

Knowledge Centre • 29 July 2025

A former financial adviser has been charged over dishonest conduct, having allegedly encouraged individuals to acquire shares in his firm’s robotic trading technology, re...

Financial planning • 29 July 2025

Clime Investment Management is overhauling the selection process for its APLs, with managing director Michael Baragwanath describing the threat of a product failure affec...

Funds management • 29 July 2025

Volatility in US markets means currency is becoming a critical decision factor in Australian investors’ ETF selection this year....

Funds management • 30 July 2025

Pinnacle Investment Management has made a strategic investment in private capital investment firm FinCap to support a new managed accounts platform....

Financial planning • 30 July 2025

Columbia Threadneedle Investments is proud to have received the Multi-Asset Fund of the Year award, recognising the CT Pyrford Global Absolute Return Fund for its consist...

Profiles • 30 July 2025

Global investment manager T. Rowe Price has launched its Global Structured Research Equity Strategy in Australia, enhancing investors’ access to the global equity market....

Financial planning • 30 July 2025

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

Financial planning • 30 July 2025

Assistant Treasurer, Daniel Mulino, is keen to progress the second tranche of DBFO reforms, acknowledging it is hard for advisers to get the full picture of the legislati...

Financial planning • 30 July 2025

ASIC believes advice licensees are the “first line of defence” when it comes to future product failures and is urging them to monitor their approved product lists. ...

Financial planning • 30 July 2025

Infrastructure assets are well-positioned to hedge against global uncertainty and can enhance the diversification of traditional portfolios with their evergreen character...

Funds management • 31 July 2025

Kaplan Professional has launched a new Financial Adviser Accelerator Suite to prepare new entrants and early-career advisers for the profession....

Financial planning • 31 July 2025

When it comes to M&A activity, the share of financial buyers such as private equity firms in Australia fell from 67 per cent to 12 per cent in the last financial year. ...

Financial planning • 31 July 2025

Investment manager Drummond Capital Partners has announced a raft of adviser-focused updates, including a practice growth division, relaunched manager research capabiliti...

Financial planning • 31 July 2025
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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

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

4 weeks ago
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