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Financial advice practices may be hiring younger or professional year advisers as a succession option, but they may find they are unable to put up the capital if the advi...

Financial planning • 5 September 2025

Financial advice technology provider Padua Solutions has entered into a strategic investment and partnership to build an integration between advisers and mortgage brokers...

Financial planning • 5 September 2025

Private wealth firm Escala Partners has appointed an investment specialist to broaden its focus on alternative funds, having launched a dedicated alternatives platform in...

Funds management • 5 September 2025

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

Financial planning • 5 September 2025

Investment Trends has revealed Australian advisers are increasingly turning to ETFs to provide portfolio diversification, while new inflows for unlisted managed accounts ...

Financial planning • 5 September 2025

A Supreme Court of Western Australia jury has issued its verdict regarding unregistered MIS operator Chris Marco, who was on trial for 43 fraud charges, with ASIC stating...

Financial planning • 5 September 2025

AMP has made an internal promotion to head of business development for wealth distribution, as chief executive Alexis George has said the firm is doubling down on its BDM...

Financial planning • 5 September 2025

Northern Trust Asset Management has promoted co-chief investment officer Michael Hunstad to president....

Funds management • 5 September 2025

Pacific Current Group is to lose its chief financial officer and non-executive director, prompting the asset manager to consider a board restructure. ...

Funds management • 5 September 2025

As the 1 January 2026 education deadline looms, the FAAA is predicting as many as 1,000 advisers could exit the profession, triggering a significant experience loss for t...

Financial planning • 5 September 2025

Private wealth manager Escala Partners has shared the difficult conversations that advisers need to have with their clients as strong sharemarkets prompt a portfolio reba...

Financial planning • 8 September 2025

Colonial First State has launched a small-cap fund with Wellington Management, its third fund with the US investment manager....

Funds management • 8 September 2025

Global investment manager BlackRock has signed an agreement to manage $121 billion for Citi Wealth clients in almost 100 countries, the latest development in its wealth m...

Funds management • 8 September 2025

Platinum Asset Management has reported its second-highest monthly outflows for 2025 with more expected later this year, thanks to a major client redemption....

Funds management • 8 September 2025

Financial advisers have been urged to consider the role they are using AT1 hybrids for in client portfolios when it comes to deciding on a suitable fixed income replaceme...

Financial planning • 8 September 2025

Evidentia Private has appointed PIMCO’s Haydn Scott as principal for private wealth solutions, focusing on asset consulting and private markets. ...

Financial planning • 8 September 2025

With candidate retention a concern after a professional year, two large licensees have shared how they are structuring their programs to successfully ensure candidates ar...

Financial planning • 8 September 2025

ETF providers are considering the phase-out of bank hybrids in their product development plans with billions of fixed-income assets set to seek a new home in the coming y...

Features • 9 September 2025

Ausbil has launched its first active ETF in response to adviser demand for a dual-access product offering regular monthly income. ...

Funds management • 9 September 2025

Global investment firm Lazard Asset Management has appointed AllianceBernstein’s global head of investment as chief executive, as current CEO Evan Russo prepares to step ...

Funds management • 9 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 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 ago

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

3 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....

3 weeks 6 days ago
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