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Private markets manager Fortitude Investment Partners has launched an evergreen small-cap private equity fund. ...

Funds management • 14 October 2025

Over half of financial advice clients say they have found their adviser via a referral from an existing client, according to Dimensional. ...

Financial planning • 14 October 2025

AZ NGA has taken a larger stake in ex-AMP advice firm Geographe Financial Group, triggering leadership changes as it prepares for future M&A growth opportunities....

Financial planning • 14 October 2025

Perth advice firm Integro Private Wealth has appointed a head of advice to spearhead a major business development initiative to expand nationwide. ...

Financial planning • 14 October 2025

Blackwattle Investment Partners has hired a management trio from First Sentier Investors – who departed amid the closure of four investment teams last year – to run its f...

Funds management • 14 October 2025

Two advisers say M&A is becoming a “contact sport” as competition heats up to acquire attractive advice firms, while a lack of new entrants creates roadblocks in organic ...

Financial planning • 14 October 2025

Global investment manager Fidante has formed a strategic partnership with a London-based asset manager to secure exclusive distribution rights across the APAC region....

Funds management • 15 October 2025

Bravura Solutions has appointed a new chair and deputy chair to take over from departing Matthew Quinn, while Shezad Okhai picks up another responsibility....

Financial planning • 15 October 2025

AMP and HUB24 have shared the areas where they are seeking future adviser growth, with HUB24 targeting adding more than 2,000 advisers to the platform....

Financial planning • 15 October 2025

Regal Partners has passed $20 billion in funds under management, helped by $723 million in net inflows during the last three months. ...

Funds management • 15 October 2025

ASIC commissioner Alan Kirkland has detailed the regulator’s intentions to conduct surveillance on licensees and advisers who are recommending managed accounts, noting a ...

Financial planning • 15 October 2025

Allianz Retire+ has announced major leadership changes with the appointment of a new CEO and distribution heads to help expand its presence across the wealth channel....

People & Products • 16 October 2025

Record flows into iShares ETFs helped BlackRock’s assets under management reach US$13.5 trillion in the third quarter, but it reported outflows from the APAC region....

Funds management • 16 October 2025

Vanguard has launched a suite of five model portfolios in partnership with Lonsec Investment Solutions to offer active-passive solutions for financial advisers....

Financial planning • 16 October 2025

The industry can expect to see more partnerships in the retirement income space in the future, enabling firms to progress their innovation, according to a panel....

Financial planning • 16 October 2025

Those large AFSLs are among the groups experiencing the most adviser growth, indicating they are ready to expand following a period of transition and stabilisation after...

Financial planning • 16 October 2025

AMP has reported a 61 per cent rise in inflows to its platform, with net cash flow passing $1 billion for the quarter, but superannuation fell back into outflows....

Financial planning • 16 October 2025

The Federal Court has dismissed a conflicted remuneration case brought by ASIC against the director of life insurance distributor Freedom Group, where Bali holidays and V...

Life/Risk • 17 October 2025

A possible acquisition of data provider Iress is becoming a greater likelihood after the firm announced it is engaging with multiple interested parties....

Financial planning • 17 October 2025

Australian Ethical funds under management were $14.3 billion at the end of September, with its investment division seeing inflows return after outflows in the previous qu...

Funds management • 17 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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