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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...

Funds management • 22 October 2025

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....

Financial planning • 22 October 2025

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...

Funds management • 22 October 2025

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....

Funds management • 22 October 2025

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
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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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