Lonsec Research and Ratings has appointed a head of sales, completing the leadership team to boost its reach with financial advisers....
Investment manager Drummond Capital Partners has announced a series of appointments to expand its distribution reach with advisers nationwide....
AWAG has entered a strategic joint venture relationship with Singapore-based financial services firm PhillipCapital, expanding its product and services distribution reach...
Financial advisers are reminded to ensure their CPD is up to date with the Financial Services and Credit Panel making its second determination in a week after an adviser ...
With the Australian advice market being a target for US private equity firms, a US advice commentator has shared lessons from his overseas experience, and why PE may be l...
The former CEO and co-founder of Zenith Investment Partners has switched sides and moved in-house to take up an executive role at a listed fund manager....
PIMCO has announced the launch of a new active fixed-income ETF, marking its fifth active solution on the Australian market after the launch of four ETFs earlier in the y...
ETF provider VanEck has announced its intention to launch a uranium and energy solution as global political agendas point to expansion in this sector....
Two ETF fund managers have opted to switch away from Cboe and onto the ASX in search of better broker connectivity. ...
Increasing traction among high-net-worth advisers and a stabilisation in adviser exits have helped Praemium report quarterly net inflows of $667 million in the third quar...
CFS has formed a strategic partnership with the University of Sydney to support the responsible development of AI solutions in the wealth management sector....
Perpetual is yet to confirm a buyer for its planned wealth management disposal, but has reported strong asset management inflows in the first quarter....
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
A fourth private credit fund has received interim stop orders from ASIC following the regulator’s surveillance review....
Ethical investment manager Australian Ethical has announced the appointment of Anthony Lane as chief operating officer....
Active fund managers without a strong distribution platform will be “left behind”, believes Magellan, as it pivots its business away from being a traditional asset manage...
The number of active advisers on the HUB24 platform has risen to more than 5,200, helping it see quarterly inflows of $5.2 billion....
Pinnacle Investment Management has expanded its private market coverage, forging a strategic partnership with a private markets manager via a 13 per cent stake acquisitio...
Two Australian active fund managers have been singled out by Morningstar for their ability to achieve consistent performance and share price growth in the past 12 months....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
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...