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ASIC has banned a former financial adviser for his role in encouraging clients to invest their retirement money in the Global Capital Property Fund, run by United Global ...

Financial planning • 1 September 2025

AMP’s advice platform has unveiled a low-fee investment menu aimed at expanding advisers’ client base by targeting individuals with less complex needs, in response to adv...

Financial planning • 1 September 2025

Findings from Russell Investments has shown clients are struggling to understand fee structures when receiving advice, even if the advisers believe they are transparent....

Financial planning • 1 September 2025

While technology is seen by many as the key to solving efficiency challenges for advisers, a consultancy head has argued that advisers themselves are contributing to this...

Financial planning • 1 September 2025

Investment provider Betashares has launched its first offering from its newly established private capital division, delivering institutional-grade private credit exposure...

Funds management • 1 September 2025

Licensee switching may be on the rise, but AFSLs are still finding ways to make the process difficult with small licensees identified as the biggest culprits. ...

Financial planning • 1 September 2025

Big four bank Westpac is seeking to expand the BT Panorama investment offering through strategic alliances as well as launching a low-cost offering....

Financial planning • 2 September 2025

Financial services firm Akambo has rebranded itself as an investment management and asset consulting business after almost two decades of operation, targeting $20 billion...

Financial planning • 2 September 2025

Investment platform Praemium has announced an integration with fund services firm Clearstream’s platform into Praemium Spectrum, expanding advisers’ access to global fund...

Financial planning • 2 September 2025

Natixis affiliate IML has launched an active ETF aimed at retirees and income-focused investors, while Loftus Peak has unveiled a hedged version of its Global Disruption ...

Funds management • 2 September 2025

ETF provider BlackRock has redefined its underlying investment strategy for the iShares Future Tech Innovators ETF and almost halved the management fees as it continues i...

Funds management • 2 September 2025

Platinum Asset Management has seen its third major client withdrawal this year, flagging a large client will redeem $580 million by November. ...

Funds management • 2 September 2025

Wrapping up the reporting season for the 2024–25 financial year, Money Management rounds up the results of Australia’s listed platforms....

Financial planning • 2 September 2025

With wealth managers and advisers having minimal capacity for fund research, a BNY report has found simple alternatives strategies from established providers are those wh...

Funds management • 2 September 2025

Wholesale distribution is experiencing the most active hiring efforts as the decline in financial advisers means fund managers are focusing on high-net-worth investors an...

Funds management • 3 September 2025

Elanor Commercial Property Fund has appealed to the Takeovers Panel regarding the takeover offer by family office Lederer Group, describing “disclosure deficiencies” in l...

Funds management • 3 September 2025

As advisers attempt to tackle mounting operational costs and achieve greater efficiency, the FY25 reporting season has revealed a growing focus on managed accounts among ...

Financial planning • 3 September 2025

Amid regulatory simplification, ASIC has outlined its efforts in making regulation clearer and accessible, as well as unveiled a roadmap for financial advisers on their o...

Financial planning • 3 September 2025

Recommending Platinum shareholders to enact the merger with L1 Capital, Morningstar has said it expects the combined firm will be able to moderate outflows and facilitate...

Funds management • 3 September 2025

Having launched its first active ETF for Australian investors earlier this year, iShares says this has helped the firm reach $50 billion in assets under management in Aus...

Funds management • 3 September 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 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 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 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 2 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....

2 weeks 6 days ago
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