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Evidentia’s chief investment strategist Nathan Lim has announced his retirement after a 30-year career. ...

Funds management • 11 December 2025

Despite the year almost at an end, advisers have been considerably active in licensee switching this week while the profession has reported a slight uptick in numbers. ...

Financial planning • 11 December 2025

In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver unpack the RBA’s decision to keep the cash rate on hold in the face of ri...

Editorial • 11 December 2025

Schroders has appointed a fund manager to its $6.9 billion fixed income team who joins from Macquarie Asset Management. ...

Funds management • 12 December 2025

ASIC has handed down a six-month AFSL suspension to MW Planning after the firm failed to replace its banned responsible manager....

Financial planning • 12 December 2025

My Dealer Services is predicting strong growth in self-licensing next year, citing recent ASIC action against Interprac and the desire for independence as key drivers of ...

Financial planning • 12 December 2025

Total monthly ETF inflows declined by 28 per cent from highs in November with Vanguard’s $21bn Australian Shares ETF faring worst in outflows....

Funds management • 12 December 2025

With evergreen funds being used by financial advisers for their liquidity benefits, Harbourvest is forecasting they are set to grow by around 20 per cent a year to surpas...

Funds management • 12 December 2025

Next year will see AMP roll out an end-to-end solution for its North platform, marking a shift in the firm’s position within the advice technology sector and building on ...

Financial planning • 12 December 2025

The use of total portfolio approaches by asset allocators is putting pressure on fund managers with outperformance being “no longer sufficient” when it comes to fund deve...

Funds management • 15 December 2025

Praemium is to acquire an advanced technology firm for $7.5 million, helping to boost its strategy to be a leader in AI-powered wealth management. ...

Financial planning • 15 December 2025

Natixis Investment Managers has hired a distribution director to specifically focus on the firm’s work with research firms and consultants. ...

Funds management • 15 December 2025

With scalability becoming increasingly important for advice firms, a specialist consultant says organisational structure and strategic planning can be the biggest hurdles...

Financial planning • 15 December 2025

Having departed Magellan after more than 18 years, its former head of investment Gerald Stack has been appointed as chief executive of MFF Group. ...

Financial planning • 15 December 2025

As the end of the year approaches, two listed advice licensees have seen significant year-on-year improvement in their share price with only one firm reporting a loss sin...

Financial planning • 15 December 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 1 week ago

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

4 months 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 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 3 hours 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 4 days ago

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

1 week 4 days ago
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