As high-net-worth investors look to opportunities in alternatives, Praemium has revealed that advisers who can deliver on this demand tend to have deeper relationships wi...
Morningstar has become the latest research house to express concern about private credit funds, suggesting it is conducting further checks before handing out a fund ratin...
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 ...
Royal London Asset Management has launched four global funds in Australia with Equity Trustees as its responsible entity as the fund manager builds “solid foundations” he...
With complaints on the rise and an expanded jurisdiction, the Australian Financial Complaints Authority is on the hunt for four C-suite roles, three of which are newly-cr...
Fidelity International has rebranded its Global Demographics fund following an internal review to align the fund with a low-cost, research investment approach as well as ...
Betashares has expanded its fixed income range with the launch of its Australian credit income ETF, offering income-focused investors an alternative to direct hybrids. ...
BlackRock has revealed that its iShares bitcoin ETF suite has now become the firm’s most profitable product line following the launch of its Australian bitcoin ETF last m...
AZ NGA has entered a strategic partnership with a Sydney advice firm with $600 million in assets under advice to support its succession plans and future growth. ...
ASIC’s court case with Interprac is causing advisers to explore the possibility of self-licensing, according to My Dealer Services, as they observe the reputational damag...
Advice technology solution intelliflo has launched an integration with fintech firm FAYBL to introduce AI capabilities across the intelliflo office offering to boost effi...
First Sentier has launched its second active ETF, offering advisers an ETF version of its Ex-20 Australian Share strategy. ...
Tyndall Asset Management is to close down the Tyndall brand and launch a newly-branded affiliate following a “material change” to its client base. ...
A business consultant believes there is a proven correlation between advice businesses that develop and commit to a clear business plan and those that see higher profit o...
LGT Wealth Management is maintaining a neutral stance on US equities going into 2026 as it is worried whether the hype around AI euphoria will continue. ...
The ongoing adviser shortage is a key driver behind advisers’ increased use of ETFs and managed accounts, according to an industry expert, fuelled by the need for cost an...
In this new episode of The Manager Mix, host Laura Dew speaks to Benjamin Leung, head of systematic investments at Macquarie Asset Management, to understand the use of sy...
South Australian legal firm Kit Legal has launched an AML/CTF offering to help advisers and other finance professionals manage and meet their regulatory obligations. ...
Allianz Retire+ has appointed two individuals to support financial advisers as the firm seeks to expand its presence in the wealth management space. ...
Financial advisers often find themselves taking on the dual role of adviser and business owner but a managing director has suggested this leads only to subpar outcomes. ...
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...