Real asset commentators have shared what advisers should be considering when conducting their due diligence on the assets and how they can mitigate illiquidity for retail...

Regal chief investment officer Philip King will step down from listed investment company VGI Partners Global Investments after the LIC reported a loss of $17.6 million fo...

A former financial adviser has been extradited from New Zealand after being alleged to have misappropriated $4.1 million from 13 clients....

As the deadline approaches for advisers to meet higher education requirements, the FAAA has shared an “obscure” loophole to help advisers avoid redoing a professional yea...

More than 25 winners have been announced at the second annual Australian Wealth Management Awards. ...

Being able to provide certainty about redemptions is worth fund managers pursuing when targeting the retail market even if it means sacrificing returns, according to Fede...

Fitzpatricks Advice Partners has formed a strategic alliance with two chapters of a global business support and networking organisation, expanding its offering for the fi...

Alternative investment manager Regal Partners has set a target of doubling its offshore funds under management within three years amid strong inflows from offshore invest...

Investment platform Praemium has reported strong 2024–25 financial year results, with large increases across a range of business metrics, which it credits to the firm’s s...

While crypto continues to gain traction among investors globally, improving accessibility for financial advisers is key to helping them serve the demand from younger clie...

ASIC has launched civil penalty proceedings in the Federal Court against Equity Trustees for its role in the Shield Master Fund failure....

Self-licensing specialist My Dealer Services has announced partnerships with five businesses, including Morningstar and Peloton Partners, to expand its service offering....

Forbes Fava Financial Planning has acquired Melbourne-based firm Financial Planit, taking “another key step” towards its long-term strategic growth plans for the region....

Statutory NPAT at Pacific Current has almost halved in FY25 to $58.2 million as the result of an investment restructure. ...

Prosperity Advisers Group, a mid-tier advisory firm, has surpassed $1 billion in funds under management, hitting this milestone following a “sustained period of growth fo...

Centrepoint Alliance, the third-largest advice licensee, has reported 40 per cent growth in its managed accounts business, but profits fell by a third....

Winning one premiership can come down to talent, luck, or timing but winning multiple ones indicates something deeper and successful is at play, writes Darren Steinhardt....

Asset and wealth manager Prime Financial Group is looking to M&A and technology for future growth after growing its FUM by 58 per cent in FY25....

Intelliflo has been acquired by global investment firm Carlyle for $200 million, stating it wants to accelerate the software firm’s growth in Australia. ...

Financial planning technology provider GBST has completed a significant upgrade of its Composer platform for its APAC clients....