Robeco launches sustainable-focused fund range

robeco/bonds/fixed-income/equities/sustainable-funds/

Robeco has launched two new equity strategies and transitioned two of its existing fixed income funds to give investors greater exposure to the sustainable transition.

AUTHOR

Adviser’s non-compliant SOA problems broken down by ASIC

financial-advisers/AAT/appeal/financial-advice/ASIC/

Details have been shared regarding the failures in an adviser’s non-compliant statements of advice which led to a three-year ban as well as how improvements in his behaviour saw it reduced by the Administrative Appeals Tribunal.

AUTHOR

‘Much too high’: FAAA advocates further ASIC levy reduction

Sarah-Abood/levy/ASIC/industry-funding/

While ASIC’s estimated FY24 levy only saw a slight $60 rise per adviser compared to the previous year, FAAA’s Sarah Abood believes it is still too high for a shrinking industry.

AUTHOR

BT spotlights advisers’ top concerns

BT/financial-advice/adviser-sentiment/recruitment/staff/

Over three-quarters of financial advisers say they struggle with staff recruitment, according to BT, as it rounds up the top 10 challenges which plague the industry.

AUTHOR

How much do advice practices spend on tech?

technology/financial-advice/investment-trends/Adviser-Ratings/financial-advisers/

Investment Trends has uncovered the annual average technology spend of financial advice firms and how advisers are adopting artificial intelligence in their everyday processes.

AUTHOR

National licensee makes BDM hire to boost future growth

licensees/AFSL/TAL/Bombora-Advice/BDM/

National advice group Bombora Advice has appointed David Mounsey in the newly created role of business growth and development manager to drive future growth, particularly in the risk space.

AUTHOR

Aussie ETF assets break through $200bn mark

vanguard/ETFs/fixed-income/

Strong inflows from international equity ETFs have helped accelerate Australian ETF assets under management to above $200 billion, Vanguard data shows.

AUTHOR

Capital Group - Best Fixed Income Asset Manager at the inaugural Australian Wealth Management Awards

Premium-Content/

AUTHOR

The ‘once in a generation’ platform opportunity

platforms/Recep-Peker/Adviser-Ratings/HUB24/netwealth/

The rise of self-licensed financial advisers is creating a “once in a generation” opportunity for platforms as they are prompted to select their platform of choice for the first time.

AUTHOR

Regal aims to become leading private credit provider

Regal-Partners-Limited/private-credit/M&A/alternative-assets/

Regal Partners has shared how the acquisition of Merricks Capital will progress its private credit goals with 40 per cent of the firm’s FUM expecting to sit in private credit post-completion.

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 4 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 1 day ago