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Investment manager Woodbridge Capital has appointed Ben Evans as executive director, origination, joining the firm from Metrics Credit Partners....

Funds management • 22 September 2025

In our new “Ahead of the Curve” series, in partnership with fund manager MFS Investment Management, Money Management will explore all things fixed income....

Editorial • 22 September 2025

The launch of a low-cost menu for BT Panorama will allow advisers to service a wider range of clients from one platform and potentially run a more profitable business, ac...

Financial planning • 22 September 2025

Shareholders at Platinum Asset Management have voted on the decision to merge the firm with L1 Capital, creating a $16.5 billion combined fund manager....

Funds management • 22 September 2025

LGT Crestone has announced a rebrand, marking a “decisive milestone” following its acquisition of Commonwealth Bank’s high-net-worth financial advisory business in June....

Financial planning • 22 September 2025

AMP CEO Alexis George has said addressing Australians’ retirement concerns should be "front and centre for policymakers” after its research revealed only half of Australi...

Financial planning • 22 September 2025

In our new ‘Ahead of the Curve’ series, in partnership with fund manager MFS Investment Management, Money Management will explore all things fixed income....

Editorial • 23 September 2025

Insignia Financial has enacted a remuneration review after finding its pay was lower than market peers, upping the maximum short-term bonus available for CEO Scott Hartle...

Financial planning • 23 September 2025

Colonial First State has exceeded $20 billion invested in its CFS managed accounts, announcing multiple expansions to its platform offering. ...

Financial planning • 23 September 2025

Global X analysis has revealed the Australian ETF market has grown by more than a third in the past year, driven by net inflows, which are almost double the pace of 2024....

Funds management • 23 September 2025

Financial advisers are demonstrating growing interest in crypto ETFs, with momentum pushing assets in these products past $800 million. ...

Financial planning • 23 September 2025

Three fund managers have made appointments to their distribution teams, focusing on the firms’ relationships with financial advisers....

Funds management • 23 September 2025

Coastal Advice Group has completed the acquisition of three advice businesses across Australia, as it sets its sights on major national expansion over the next financial ...

Financial planning • 23 September 2025

Managed accounts saw net inflows of $16.7 billion in the six months to 30 June, as IMAP chair Toby Potter describes the offering as having reached their “maturity phase”....

Financial planning • 23 September 2025

Managing currency risk in an international portfolio can both reduce the volatility, as well as improve overall returns, but needs to be navigated carefully....

Expert Analysis • 24 September 2025

There may be growing interest in private markets, but a survey by advice firm Apt Wealth Partners has found even HNW investors lack sufficient knowledge of their complexi...

Financial planning • 24 September 2025

Three types of asset managers are well positioned for 2025, according to McKinsey, while another three are likely to face headwinds in the coming period as the needs of w...

Funds management • 24 September 2025

The number of asset owners who fear ESG investment will affect their investment returns is on the rise, cited by more than half of respondents, according to Morningstar....

Financial planning • 24 September 2025

Following the partnership between Lexington Partners and Franklin Templeton Australia formed in May, the firms’ co-managed evergreen private equity secondaries strategy h...

Funds management • 24 September 2025

Financial advice practices need to combine both their professional skills and credibility with digital access if they wish to compete with finfluencers for younger client...

Financial planning • 24 September 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 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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