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Magellan and Perpetual have announced changes to their portfolio management teams, with a former Fidelity manager joining Magellan’s global equities team....

Funds management • 30 September 2025

Global asset manager Allspring Global Investments has hired an experienced sales head as it looks to expand its presence in Australia and New Zealand....

Funds management • 30 September 2025

Licensees have been urged by ASIC to ensure their advisers’ FAR records are updated, as ASIC’s latest estimates find more than 3,000 advisers could be unable to provide a...

Financial planning • 30 September 2025

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

Funds management • 30 September 2025

Colonial First State has appointed J.P. Morgan Asset Management to manage two global equity strategies run as multimanager single sector options. ...

Funds management • 1 October 2025

ECP Asset Management has promoted Justin Warton to partner, investments, as its Global Growth Fund launches on the HUB24 platform. ...

Funds management • 1 October 2025

Entireti has announced the rebranding of PFS Investment Management, bringing together the group’s investment capabilities to support its licensee network....

Financial planning • 1 October 2025

Franklin Templeton has completed its global integration of Martin Currie into ClearBridge Investments following its scrapping of the brand earlier this year....

Funds management • 1 October 2025

Shadforth CEO Terry Dillon has told Money Management the time is right to pursue inorganic growth as it seeks to double in size by 2030 and acquires a Melbourne advice fi...

Financial planning • 1 October 2025

Wilson Asset Management has lost the bid to take over running the Platinum Capital listed investment company, with shareholders opting for L1 Capital instead....

Funds management • 2 October 2025

Shaw and Partners has reached $3 billion in funds under management on its separately managed account, and the firm is eager to expand the offering....

Financial planning • 2 October 2025

With North reporting its fastest six months of AUM growth in managed accounts, AMP says the vehicles have become a “foundational element of financial advice” for their ef...

Financial planning • 2 October 2025

In the latest episode of Relative Return Insider, host Keith Ford and AMP chief economist, Dr Shane Oliver, discuss this week’s RBA interest rate decision, a potential go...

Editorial • 2 October 2025

This week has marked only the second week of overall net losses since the start of the financial year, with M&A among the factors driving gains for licensees....

Financial planning • 2 October 2025

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

Funds management • 2 October 2025

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....

Financial planning • 2 October 2025

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...

Features • 3 October 2025

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

Funds management • 3 October 2025

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....

Financial planning • 3 October 2025

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

Funds management • 3 October 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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