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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

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

Funds management • 9 October 2025

With the adviser education pathway deadline less than three months away, Padua Wealth Data is predicting a “very unstable last quarter” after three months of solid net gr...

Financial planning • 9 October 2025

GQG Partners’ year-to-date flows are 80 per cent lower than the same period a year ago as underperformance prompts three consecutive months of outflows....

Funds management • 10 October 2025

Fidelity International has appointed Thomas Taw to the newly created role of head of ETF distribution for APAC, joining from a decade at BlackRock....

Funds management • 10 October 2025

Up to 20 per cent of wealth and asset managers globally are set to be acquired in the next five years, according to Morgan Stanley, with focus expected to move to ‘inter-...

Funds management • 10 October 2025

The use of offshore service providers could be exposing clients to potential risks around confidentiality, operational disruption, or effective supervision, ASIC has warn...

Financial planning • 10 October 2025

In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver take a look at the unfolding impacts and potential economic ramifications...

Editorial • 10 October 2025

Advice firm Apt Wealth Partners has appointed Andrew Dunbar to lead the firm in its next growth phase, while former CEO James McGregor will step up as executive chair to ...

Financial planning • 10 October 2025

Ausbil is to expand its active ETF range with two ASX-listed launches, one focusing on global small caps and one on listed infrastructure....

Funds management • 13 October 2025

Advice licensee Count’s subsidiary Accurium is to acquire a Melbourne-based accountancy and advisory firm, the third accounting acquisition in recent months....

Financial planning • 13 October 2025

ASIC wants to expand proceedings against Equity Trustees to seek compensation for members following Macquarie’s agreement to pay $321 million over Shield failings. ...

Financial planning • 13 October 2025

With the intergenerational wealth transfer underway in Australia, wealth managers are focusing on how they can attract the next generation of advisers to service these yo...

Financial planning • 13 October 2025

While retail investors turned to blue-chip stocks last month, according to AUSIEX trading data, September saw advised investors switch into ETFs....

Financial planning • 13 October 2025

As private markets garner mainstream attention, a panel of experts believe access to the asset class through managed accounts will become more widely available, providing...

Financial planning • 13 October 2025

After passing $300 billion in funds under management, Betashares is forecasting the Australian ETF industry could reach $500 billion by the end of 2028....

Funds management • 14 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 3 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 2 weeks 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 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
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