Despite banks largely having exited the industry, advisers under institutional licensees are least likely to switch while 26 advisers have been appointed to a licensee mo...

MLC Expand has appointed retirement specialist Andrew Long to work with advisers and licensees and drive growth for its recently launched retirement solution. ...

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

Insignia Financial’s acquisition by CC Capital is among the top five largest Australian M&A deals of the last 12 months, with the deal demonstrating not one but two key t...

Global X has appointed a former CFS director as its new head of marketing to lead the firm’s brand strategy and marketing initiatives. ...

After launching its digital advice offering earlier this year, AMP has announced the next phase of its strategy, providing its users with more personalised guidance. ...

Invest Blue’s managing director says the firm is aiming to implement responsible private market access to its retail clients following the launch of its SMA last month....

The FAAA is hopeful the education and experience pathway deadline will be the “last big thing” that could cause an adviser exodus but concern now turns to advisers moving...

The outlook for small-scale retail funds may be “terminal” and has prompted Clime Investment Management to close two of its Australian funds. ...

Real Asset Management has appointed a head of funds management- real estate to support its growing property team as the firm expands its diversified real estate platform....

T. Rowe Price has launched a multi-strategy credit fund in partnership with US firm Oak Hill Advisors to bring the strategy to Australia for the first time....

Advisers are now serving more ongoing clients, according to a CFS report, but efficiency limitations continue to hinder the 82 per cent looking to serve more. ...

The advice industry is in an “arms race” according to minister for financial services, Daniel Mulino, around the use of technology in superannuation switching scams such ...

High-net-worth clients with between $5-10 million are found to have the greatest unmet advice needs, according to LGT Crestone, with inheritance planning viewed as the mo...

Real estate fund manager Quay Global Investors has listed two active ETFs on the ASX, providing investors with access to real estate equity portfolios....

ETF usage by high-net-worth investors is on the rise with allocations rising by a third in the past year but it lags behind direct equity exposure. ...

Global X has announced the launch of its latest ETF, providing access to Japan’s largest companies under a low-cost structure. ...

Mason Stevens has partnered with independent ultra-high net worth advisory firm GloryHouse to leverage its platform for investment management and client services. ...

ASIC has cancelled the Australian financial services licence of Ivy League Capital Pty Ltd, a firm authorised to provide advice in relation to managed investment schemes....

Entireti has partnered with Striver to connect graduates and job seekers with its advice network to support the placement of new talent. ...