Search Page

Displaying results 185661 - 185680 of 185742

 

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...

Financial planning • 3 October 2025

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

Funds management • 3 October 2025

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...

Financial planning • 3 October 2025

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

Funds management • 7 October 2025

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 ...

Financial planning • 7 October 2025

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...

Funds management • 7 October 2025

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

Financial planning • 7 October 2025

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...

Financial planning • 7 October 2025

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

Financial planning • 7 October 2025

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

Financial planning • 7 October 2025

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...

Financial planning • 7 October 2025

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...

Financial planning • 8 October 2025

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

Financial planning • 8 October 2025

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. ...

Funds management • 8 October 2025

Private wealth firm Escala Partners is seeking to become a leading player in the Australian advice landscape, helped by backing from US player Focus Financial. ...

Features • 8 October 2025

Advice licensee Fiducian is in the process of acquiring around $94 million of assets via tuck-in acquisitions, having indicated it was holding $34 million in cash on its ...

Financial planning • 9 October 2025

Wealth management platform Netwealth has reported record quarterly net flows to managed accounts and is set to launch Netwealth Private for select advice groups this quar...

Financial planning • 9 October 2025

The corporate regulator enacted a 50 per cent increase in the number of investigations and a 20 per cent increase in civil enforcement proceedings....

Financial planning • 9 October 2025

Index provider MSCI has unveiled global classification standards, making it easier to research private asset funds, describing how it will offer “order, comparability and...

Funds management • 9 October 2025

ASIC has banned the former CEO of Lighthouse Partners from providing financial services for 10 years after failing to report fees-for-no-service conduct, the second indiv...

Financial planning • 9 October 2025
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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
moneymanagement logo