There are three standout platforms dominating the advice market, based on feedback to Adviser Ratings, as the shrinking pool of advisers become a powerful arbiter....
Reporting its quarterly results for the three months to 30 June, the firm said it has seen funds under administration increase by $4.4 billion although outflows remain at...
New data has revealed that while more Australians are investing responsibly, those who are sceptical of ESG have hardened their stance....
The naming of ESG funds could be a hindrance to flows as growing regulatory enforcement action against greenwashing prompts investors to seek out those funds that “fly un...
Female investors hold different financial drivers, beliefs and goals than their male counterparts, which need to be unpacked for a successful adviser-client relationship...
As women’s investment behaviour continues to evolve, industry professionals argue that financial advisers are missing out on a promising group of clients....
Financial services firms were among seven entities reviewed by the regulator as part of its work to develop corporate guidance for whistleblower protection....
The annual platform report from Investment Trends has shared which platform has taken the top spot for overall functionality this year. ...
Wealth managers and advisers are racing to manage the next generation of investors and additional high net worth individuals among several trends facing the industry....
The super and investment services platform has reported underlying profit growth, despite a spike in outflows across both its FUA and FUM portfolios. ...
A survey by Netwealth has detailed the factors that women value when it comes to selecting a financial adviser and where advisers have room for improvement....
Economic uncertainty and a shift in market sentiment have been attributed to a 42% plunge in the wealth management firm’s net FUA inflows....
Financial advice firms are increasingly looking to regulatory technology in an effort to offset the rising cost of compliance, according to a new report....
Adviser demand has led BetaShares make its range of ethically-screened separately managed accounts available on the Netwealth platform....
Netwealth has released a report showing significant demand among Australians for guidance on responsible investing....
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...