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DASH Technology Group has announced a suite of enhancements for its core platform technology to better support advisers and the growing wholesale investment market....

Financial planning • 28 July 2025

The pressure is on for technology providers as Investment Trends’ latest industry report reveals advisers are consolidating their platform use, directing the majority of ...

Financial planning • 28 July 2025

Receiving advice and guidance has been identified as a factor making up a successful retail investment system. Vanguard has shared policy recommendations to ensure greate...

Financial planning • 28 July 2025

A new report from the Financial Services Council has detailed what advisers value the most from their licensee, as well as the time and cost savings from being part of an...

Financial planning • 28 July 2025

Sequoia Financial Group non-executive director Charles Sweeney has stepped down from the board of the licensee after six years....

Financial planning • 29 July 2025

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
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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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