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JP Morgan Asset Management has identified Australia as an “emerging growth market” as it seeks to double its assets under management in the Asia-Pacific region in the nex...

Funds management • 17 October 2025

While efficiency remains a top priority for Australian advisers, State Street has revealed the profession is now juggling this desire with the need to maintain personalis...

Financial planning • 17 October 2025

An adviser has received a written reprimand from the Financial Services and Credit Panel after failing to meet his CPD requirements, the panel’s first action since June....

Financial planning • 17 October 2025

The “experiment” away from vertical integration has been a mistake, according to Clime’s Michael Baragwanath, and Clime is positioning to benefit via advice and fund mana...

Funds management • 17 October 2025

In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver unpack the latest unemployment numbers and what they mean for a rate cut,...

Editorial • 17 October 2025

Lonsec Research and Ratings has appointed a head of sales, completing the leadership team to boost its reach with financial advisers....

People & Products • 20 October 2025

Investment manager Drummond Capital Partners has announced a series of appointments to expand its distribution reach with advisers nationwide....

Financial planning • 20 October 2025

AWAG has entered a strategic joint venture relationship with Singapore-based financial services firm PhillipCapital, expanding its product and services distribution reach...

Financial planning • 20 October 2025

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 ...

Financial planning • 20 October 2025

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...

Financial planning • 20 October 2025

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....

Funds management • 21 October 2025

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...

Financial planning • 21 October 2025

ETF provider VanEck has announced its intention to launch a uranium and energy solution as global political agendas point to expansion in this sector....

Financial planning • 21 October 2025

Two ETF fund managers have opted to switch away from Cboe and onto the ASX in search of better broker connectivity. ...

Funds management • 21 October 2025

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...

Financial planning • 21 October 2025

CFS has formed a strategic partnership with the University of Sydney to support the responsible development of AI solutions in the wealth management sector....

Financial planning • 21 October 2025

Perpetual is yet to confirm a buyer for its planned wealth management disposal, but has reported strong asset management inflows in the first quarter....

Funds management • 21 October 2025

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

Financial planning • 21 October 2025

A fourth private credit fund has received interim stop orders from ASIC following the regulator’s surveillance review....

Funds management • 21 October 2025

Ethical investment manager Australian Ethical has announced the appointment of Anthony Lane as chief operating officer....

Funds management • 22 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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