Alternative asset managers may view the retail and intermediary market as a “frontier for growth”, but figures from EY show 40 per cent say they plan to invest “nothing” ...
State Street Global Advisors has shared three tips for financial advisers when it comes to their portfolio construction for the year ahead as 60/40 portfolios face hurdle...
Insignia Financial has issued a statement to the ASX regarding a potential bid from a third global private equity business to acquire the firm....
Platinum Asset Management has released its latest funds under management, with outflows notably improving from the $841 million lost in November. ...
The Financial Services Council has appointed Justine Earl-Smith as executive director for commercial partnerships and growth, a newly created role for the organisation....
Bennelong Funds Management chief executive, John Burke, has shared the firm’s priorities for 2025 including offering its responsible entity service to third parties....
The use of technology and data analytics will be a way for advice firms to grow in 2025, according to Adviser Ratings, with those who are using it successfully reporting ...
Centuria Bass Credit has appointed a former Wallabies vice-captain and Rugby World Cup-winning player as deputy CEO....
GQG Partners has announced a decline in funds under management in December, fuelled by redemptions from its institutional channel, but annual net flows doubled to US$20.3...
The acquisition of Mason Stevens by private equity firm Adamantem Capital demonstrates the value of outsourced chief investment solutions to the financial planning arena....
ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...