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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. ...

Financial planning • 21 November 2025

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....

Financial planning • 21 November 2025

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...

Financial planning • 21 November 2025

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

Funds management • 24 November 2025

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....

Funds management • 24 November 2025

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....

Funds management • 24 November 2025

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. ...

Financial planning • 24 November 2025

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 ...

Financial planning • 24 November 2025

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...

Financial planning • 24 November 2025

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

Funds management • 24 November 2025

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. ...

Funds management • 25 November 2025

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

Funds management • 25 November 2025

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

Financial planning • 25 November 2025

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....

Financial planning • 25 November 2025

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

Financial planning • 25 November 2025

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...

Financial planning • 25 November 2025

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
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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’...

3 months ago

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

3 months 4 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...

4 months 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 ...

3 weeks ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

6 days 5 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week 3 days ago
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