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. ...
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. ...
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 ...
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...
The corporate regulator enacted a 50 per cent increase in the number of investigations and a 20 per cent increase in civil enforcement proceedings....
Index provider MSCI has unveiled global classification standards, making it easier to research private asset funds, describing how it will offer “order, comparability and...
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...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...