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. ...
While the number of financial services staff using AI has almost doubled in the last year, two surveys have revealed that fast-paced AI adoption has led to governance gap...
While model figures provide valuable insights on how advisers can draw benefits from managed accounts, Zenith’s head of portfolio solutions has argued that professional j...
Sophie Chen has begun her role as executive director at Sequoia Financial Group, responsible for implementing the firm's strategy in Asia-Pacific as the group looks to cr...
Federation Asset Management has appointed an investment director and head of responsible investments to support ESG integration strategy across the firm. ...
Global actively managed ETF assets hit a record high in October, according to independent research and consultancy firm ETFGI, breaking the record set the previous month....
Higher interest rates could be on the cards for 2026 after monthly CPI inflation for October showed an increase of 3.8 per cent. ...
Three advice firms – Talem, Assure and Plenary Wealth – have merged to create a Sydney-based advice business. ...
While SMAs may boost adviser efficiency, an adviser has suggested that widespread use could leave some clients in a worse position while also reducing the individuality o...
Insignia Financial has appointed an experienced financial advice leader as head of education and advice on its Master Trust business, who joins from Ignition Advice,...
The winners have been announced for the 2025 Super Fund of the Year Awards, held in Melbourne on 26 November by Money Management's sister brand Super Review....
The Stockbrokers and Investment Advisers Association has announced the appointment of its new chief executive following the exit of Judith Fox after six years. ...
A new funds distribution business has launched in Australia, seeking to bring institutional offerings to the wholesale market and led by co-founder of Jamieson Coote Bond...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...