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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...

Financial planning • 25 November 2025

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...

Financial planning • 26 November 2025

Federation Asset Management has appointed an investment director and head of responsible investments to support ESG integration strategy across the firm. ...

Funds management • 26 November 2025

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....

Funds management • 26 November 2025

Higher interest rates could be on the cards for 2026 after monthly CPI inflation for October showed an increase of 3.8 per cent. ...

Funds management • 26 November 2025

Three advice firms – Talem, Assure and Plenary Wealth – have merged to create a Sydney-based advice business. ...

Financial planning • 26 November 2025

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...

Financial planning • 26 November 2025

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,...

Financial planning • 27 November 2025

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....

Superannuation • 27 November 2025

The Stockbrokers and Investment Advisers Association has announced the appointment of its new chief executive following the exit of Judith Fox after six years. ...

Financial planning • 27 November 2025

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...

Funds management • 27 November 2025

DASH Technology Group has enacted two internal promotions, appointing a chief risk officer and chief commercial officer to strengthen the firm’s governance and operationa...

Financial planning • 27 November 2025

Equity offerings should be “seriously considered” by advice firms if they want to attract experienced advisers with the option viewed as a major differentiator for candid...

Financial planning • 27 November 2025

The future strategy and management for the $444 million Platinum Capital listed investment company has taken another turn at the LIC’s annual general meeting. ...

Funds management • 28 November 2025

Digital advice may be perceived as a cheaper and easier way to close the advice gap but Iress’ latest advice research reveals consumers are still deterred from accessing ...

Financial planning • 28 November 2025

The Financial Advice Association Australia’s Advice Academy has formally launched, assisting Professional Year candidates and supervisors. ...

Financial planning • 28 November 2025

ASIC has temporarily suspended the AFSL of a Newcastle-based advice firm after discovering it had unknowingly provided financial services for two years without a key pers...

Financial planning • 28 November 2025

WT Financial managing director Keith Cullen has become the latest advice licensee to describe how artificial intelligence is transforming its business as well as plans fo...

Financial planning • 28 November 2025

In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the latest shock consumer price index numbers, which rose to 3.8 ...

Editorial • 28 November 2025

The exit of as many as 1,600 advisers as a result of the education requirements will fundamentally redefine adviser capacity, Padua Wealth Data says, and leave clients fa...

Financial planning • 28 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 3 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 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...

3 months 3 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....

4 weeks ago

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

3 weeks 6 days ago

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 ...

1 week 4 days ago
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