How are adviser numbers sitting for FY24–25?

Wealth-Data/adviser-numbers/financial-advice/

With only one month to go until the end of the financial year, are current adviser numbers on track to report a gain for 2024–25?

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MA Financial looks to US for private credit distribution

Alternatives/private-credit/

Increased demand for private credit has boosted assets under management at MA Financial, and the firm is viewing an “enormous opportunity” to distribute the funds in the US.

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BlackRock to launch debut active ETF in Australia

blackrock/active-ETF/ETFs/

With an existing range of more than 50 passive ETFs locally, the asset management giant is set to launch its first active ETF for Australian advisers and investors next month.

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Regal Partners forecasts material offshore growth

Regal-Partners-Limited/distribution/

Regal Partners is the latest Australian fund manager to explore overseas opportunities, forecasting offshore flows to “grow materially” in 2025.

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Female leaders on ASX 200 boards hit record high

Financy/financy-women's-index/gender-equality/gender-diversity/

A record proportion of women have been appointed to ASX 200 boards in the March quarter, according to the latest Financy Women's Index.

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Wealth manager appoints head of risk

financial-advice/risk-advice/Sydney/wealth-management/

Sydney wealth management firm Altus Financial has appointed a head of risk as the business strengthens its provision of risk advice.

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Relative Return Insider: Insights from London and a political reboot

Podcast/Relative-Return/

In this episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford are joined by Money Mana

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‘You can't know everything’: Leaning on specialists for ESG help

ESG/specialist/sustainable-investing/

A panel of ESG experts are urging advisers to lean on specialists to stay informed in a time of widespread misinformation and consider if they are right adviser to deal with clients’ ESG concerns.

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Count class action dismissed in Federal Court

CBA/federal-court/financial-advice/SMSF/

A subsidiary of Australia’s second-largest advice licensee Count has successfully defended a class action in Federal Court regarding a self-managed superannuation fund.

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Cost and expertise concerns deterring SMSF trustees from advice

SMSF/vanguard/investment-trends/financial-advice/consumer-trust/

Investment Trends has found there is a “significant advice gap” in the number of self-managed superannuation funds using a financial adviser, with trustees citing concerns about their cost and expertise.

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