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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

Reviewing the results for FY25, Money Management explores which listed platforms have seen the strongest growth in funds under administration....

Financial planning • 23 July 2025

Fixed income managers have shared how they are reacting to rising intermediary demand for bonds, and whether they are likely to expand their ranges into private credit. ...

Funds management • 23 July 2025

Private markets funds entering Australia led to increased ratings demand at Lonsec Research and Ratings in FY25, while Evidentia Group saw FUM approach $30 billion post-m...

Financial planning • 23 July 2025

Australian wealth manager Shaw and Partners has appointed a national head for its private wealth division, which has over 200 advisers and $40 billion in assets under man...

Financial planning • 23 July 2025

Blackwattle Investment Partners has announced changes to its portfolio management as an equity manager who joined at the firm's foundation departs....

Funds management • 24 July 2025

The Financial Advice Association Australia has stated it is “working closely” with the Financial Services Minister, Daniel Mulino, to remount the inquiry into Dixon Advis...

Financial planning • 24 July 2025

Australian Ethical Investment has announced the resignation of Andy Gracey, a portfolio manager and 20-year veteran of the firm....

Funds management • 24 July 2025

While the acquisition of Insignia by CC Capital will help the business, Morningstar believes customer and adviser loyalty will be key as to whether it can regain its pre-...

Financial planning • 24 July 2025

Two surveys from CoreData and Vanguard have shared the level of trust the Australian public has in financial advisers, and how it has changed since the Hayne royal commis...

Financial planning • 24 July 2025

ASIC has banned another two former financial advisers of MWL Financial Services of making inappropriate advice to clients regarding the Shield Master fund, following two ...

Financial planning • 24 July 2025

Regal Partners has regained the funds under management lost after the Opthea failure to close out the financial year at $18.9 billion. ...

Funds management • 25 July 2025

International asset manager Robeco has appointed a new chief investment officer as incumbent Mark van der Kroft departs the firm after 25 years....

Funds management • 25 July 2025

The global investment market is looking to China as a roadmap to success, as the nation pioneers technological development in AI and robotics, Australia-China Relations I...

Funds management • 25 July 2025

Ascalon Capital has continued its raid of research houses with three appointments from Zenith, Evidentia and Lonsec, while Drummond Capital Partners has appointed a head ...

Financial planning • 25 July 2025

In this episode of Relative Return Insider, host Keith Ford is joined by Cyber Daily deputy editor David Hollingworth to take you inside the evolving landscape of cyber c...

Editorial • 25 July 2025

One advice licensee has been identified as a leader in gains for the new financial year, having gained 16 advisers over the last four weeks, while two others have also se...

Financial planning • 25 July 2025

MLC Asset Management has reduced management fees on its MLC MultiSeries portfolios as advisers seek streamlined multi-asset investment solutions....

Financial planning • 28 July 2025

With an ESG product labelling consultation currently ongoing, Zenith’s head of responsible investment agrees the existing system for funds is so unclear that people may b...

Funds management • 28 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 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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