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The Financial Advice Association Australia has implored advisers to reevaluate their exposure to AML/CTF obligations ahead of new reforms that will expand their complianc...

Financial planning • 10 November 2025

A growing trend of factor investing in ETFs has seen the rise of smart beta or factor ETFs, but Stockspot has warned that these funds likely won’t deliver as expected and...

Funds management • 10 November 2025

AUSIEX has revealed the top traded stocks for October, noting significant jumps in advised investor trading, while ETFs also reported higher activity. ...

Financial planning • 10 November 2025

Financial services software firm Iress has unveiled a new business efficiency program with the aim of permanently lifting its profit margin as the business enters a leane...

Financial planning • 10 November 2025

Marking off its first year of operation, Perth-based advice firm Leeuwin Wealth is now looking to strengthen its position in the WA market, targeting organic growth and a...

Features • 10 November 2025

Perennial Partners has entered into a binding agreement to take a 50 per cent stake in Balmoral Investors and appoint it as the manager of Perennial's microcap strategy....

Funds management • 11 November 2025

Milford Australia has welcomed two new funds to market, driven by advisers’ need for more liquid, transparent credit solutions that meet their strong appetite for fixed i...

Funds management • 11 November 2025

Forbes Fava Saville has announced the appointment of a new senior financial planner, expanding its ranks to help serve clients across its Victoria offices....

Financial planning • 11 November 2025

Vital Business Partners has thrown its support behind ASIC’s review of advice businesses’ use of offshore service providers, urging business to reassess their own set-ups...

Financial planning • 11 November 2025

As private markets maintain their position in the spotlight amid ASIC scrutiny, an adviser and an investment specialist have highlighted the growing reliance on AFSLs to ...

Financial planning • 11 November 2025

In this episode of Relative Return, host Laura Dew speaks with Rachel White, head of financial adviser services at Vanguard about how advisers can help Australians to fee...

Editorial • 11 November 2025

Fintech firm WealthX has launched a new platform to help streamline advisers’ client processes leveraging its recent partnership with Padua Solutions. ...

Financial planning • 12 November 2025

After introducing its first active ETF to the Australian market earlier this year, BlackRock is now preparing to launch its first actively managed, income-focused ETF by ...

Funds management • 12 November 2025

Ascalon Capital and Evergreen Consultants have penned a merger to bring together their respective strengths to support the firms’ clients and the financial adviser landsc...

Financial planning • 12 November 2025

MST Financial has announced the completion of its acquisition and integration of FIIG Asset Management from AUSIEX, bolstering its leadership team in the process. ...

Financial planning • 12 November 2025

Evidentia Group, a wholly owned subsidiary of Generation Development Group, has entered into a binding agreement to acquire consulting firm Encore Advisory Group. ...

Financial planning • 12 November 2025

While interest in private markets continues to grow, a panel of industry professionals have argued that data and reporting challenges in this sector are limiting accessib...

Financial planning • 12 November 2025

ASIC has launched legal action in the Federal Court against SQM Research and Interprac Financial Planning, citing alleged failures related to the Shield and First Guardia...

Financial planning • 13 November 2025

Lazard Asset Management has announced the launch of a new global equity fund, expanding its qualitative offering for Australian investors. ...

Funds management • 13 November 2025

HUB24 has announced it is developing a lifetime retirement solution with Australian life insurer TAL to expand its suite of retirement offerings for financial advisers. ...

Financial planning • 13 November 2025
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 2 weeks ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

3 weeks ago

The central bank has released its decision on the official cash rate following its November monetary policy meeting. ...

3 weeks ago

The CEO of L1 Group, formerly known as Platinum Asset Management, has stepped down with immediate effect, and the asset manager has announced his replacement....

3 weeks 6 days ago
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