Money Management looks back on the biggest people moves in the fund management world over the last three months. ...

High-net-worth advice firm Multiforte Financial Services is to merge with Sydney advice firm Lorica Partners as it proactively seeks succession for its staff and clients....

In this new series in partnership with MFS Investment Management, delve into all things fixed income and discover how you can use the asset class to build better client p...

ASIC has enacted civil penalty proceedings against Fiducian Investment Management Services alleging it breached its duties as a responsible entity and engaged in misleadi...

Consumers who receive financial advice are feeling more secure in the face of global instability and volatility than their unadvised peers, according to the FAAA....

GCQ Funds Management has appointed a distribution director to work with advisory groups, who joins from Ausbil Investment Management....

While specialist advice firms have become an increasingly popular business model in recent years, industry analysis reveals whether there are financial benefits to be gai...

ETF provider Global X has expanded its GARP ETF range with the launch of a vehicle focusing on Australian equities. ...

With investors demonstrating a lack of private market understanding, an adviser has shared how his firm uses a tiered investment approach that varies based on his clients...

Money Management examines the last three months of ETF launches, with Betashares being particularly active during the quarter....

APRA has issued a letter to platform trustees to urgently improve their onboarding practices and monitoring to safeguard investments held on platforms, in light of First ...

Avantis Investors has launched its first active ETFs in the Australian market, backed by American Century Investments, and has told Money Management that future expansion...

The chief distribution officer at Allianz Retire+ has departed after less than two years to take up a senior role at Generation Life. ...

AWAG has made a 20 per cent strategic investment in First Mutual Australia as it seeks to grow AWAG’s authorised representatives to 80–100 by the end of the financial yea...

With platforms reporting frequent adviser requests for alternative assets, especially for high-net-worth clients, two platforms have shared the complexities of hosting th...

A “large dependency” on research houses, poor performance indicators, and a failure to close underperforming options are among platform trustee problems flagged by APRA....

In the wake of a high-profile interim stop order, product downgrades and ASIC’s increasingly watchful eye, Freshwater Wealth founder Roger Perrett has suggested the shine...

J.P. Morgan Asset Management has announced the launch of four low-cost ETFs in partnership with Vanguard Australia, enhancing advisers’ access to affordable, strategicall...

Platform HUB24 has launched a client reporting solution to improve adviser reporting across custody and non-custody assets....

Almost a third of financial advisers are spending up to a year evaluating smart beta ETF strategies before they add them to portfolios, according to VanEck. ...