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With ASIC questioning the dominance of research houses when it comes to retail usage of private market funds, a research house has shared how its ranking process sits alo...

Funds management • 23 October 2025

KPMG has revealed how much CEO and chief investment officers at Australian family offices are earning, both in salary and bonus, and how they compare to international pee...

Financial planning • 23 October 2025

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

Financial planning • 23 October 2025

In this episode of Relative Return Insider, host Keith Ford and AMP economist My Bui explore Prime Minister Anthony Albanese’s trip to the US and the critical minerals de...

Editorial • 23 October 2025

After three weeks of struggling gains, this week has marked a return to strong growth for adviser numbers, in addition to three new licensees commencing....

Financial planning • 23 October 2025

Insignia Financial has reported net inflows of $448 million into its asset management division in the latest quarter, as well as popularity from advisers for its MLC mana...

Funds management • 23 October 2025

As reports flow in of investors lining up to buy gold at Sydney’s ABC Bullion store this week, two financial advisers have cautioned against succumbing to the hype as gol...

Financial planning • 23 October 2025

JANA Investment Advisers has announced a round of senior appointments to head its alternatives and infrastructure research, as well as sustainability divisions. ...

Financial planning • 24 October 2025

The former licensee of Anthony Del Vecchio, a Melbourne adviser sentenced for a $4.5 million theft, has seen its AFSL cancelled by ASIC after a payment by the Compensatio...

Financial planning • 24 October 2025

Franklin Templeton has continued the review of its fixed-income fund range, with multiple changes announced across 15 funds, including several management fee reductions. ...

Funds management • 24 October 2025

Advice licensee Sequoia Financial Group has promoted Sophie Chen as an executive director, following her work on the firm’s Asia Pacific strategy. ...

Financial planning • 24 October 2025

EY has broken down which uses of artificial intelligence are presenting the most benefits for wealth managers as well as whether it will impact employee headcounts....

Financial planning • 24 October 2025

The Australian Financial Complaints Authority has reported an 18 per cent increase in investment and advice complaints received in the financial year 2025, rebounding fro...

Financial planning • 24 October 2025

Russell Investments has partnered with financial advice firm Invest Blue to launch a managed portfolio offering to deliver broader private market access for Australian ad...

Funds management • 27 October 2025

A failure to maintain operations and governance models could prove problematic for private managers in the future as their funds grow in popularity with a retail and whol...

Funds management • 27 October 2025

BlackRock has expanded its iShares fixed-income ETF range, with a global bond fund designed as a ‘building block’ for Australian advisers. ...

Funds management • 27 October 2025

Former CEO of Global X ETFs Australia, Evan Metcalf, has taken up a new position at a specialist ETF provider. ...

Funds management • 27 October 2025

While M&A has ramped up nationwide, three advice heads have explored Western Australia’s emergence as a region of interest among medium-sized firms vying for growth oppor...

Features • 27 October 2025

As the industry shifts from client-centric to consumer-centric portfolios, this personalisation is likely to align portfolios with investors’ goals, increasingly reflect...

Expert Analysis • 28 October 2025

Fund manager GSFM has appointed a former Macquarie Group business development manager to a newly created role in Queensland as the firm eyes further growth opportunities....

Funds management • 28 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....

2 weeks 6 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

4 weeks 1 day ago

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

1 week 1 day ago
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