NEWS

In the wake of a high-profile interim stop order, product downgrades and ASIC’s increasingly watchful eye, Freshwater Wealth founder Roger Perrett has suggested the shine...

A “large dependency” on research houses, poor performance indicators, and a failure to close underperforming options are among platform trustee problems flagged by APRA....

With platforms reporting frequent adviser requests for alternative assets, especially for high-net-worth clients, two platforms have shared the complexities of hosting th...

AWAG has made a 20 per cent strategic investment in First Mutual Australia as it seeks to grow AWAG’s authorised representatives to 80–100 by the end of the financial yea...

The chief distribution officer at Allianz Retire+ has departed after less than two years to take up a senior role at Generation Life. ...

Avantis Investors has launched its first active ETFs in the Australian market, backed by American Century Investments, and has told Money Management that future expansion...

APRA has issued a letter to platform trustees to urgently improve their onboarding practices and monitoring to safeguard investments held on platforms, in light of First ...

Money Management examines the last three months of ETF launches, with Betashares being particularly active during the quarter....

With investors demonstrating a lack of private market understanding, an adviser has shared how his firm uses a tiered investment approach that varies based on his clients...

ETF provider Global X has expanded its GARP ETF range with the launch of a vehicle focusing on Australian equities. ...

While specialist advice firms have become an increasingly popular business model in recent years, industry analysis reveals whether there are financial benefits to be gai...

GCQ Funds Management has appointed a distribution director to work with advisory groups, who joins from Ausbil Investment Management....

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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’...

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

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