Two financial advice businesses are to merge in a bid to create a multidisciplinary professional services firm as part of AZ NGA’s “super firm” strategy....

Platinum Asset Management chief executive, Jeff Peters, has shared a progress update on its newly announced turnaround strategy....

Three solutions providers – Betashares, Franklin Templeton and Russell Investments – have all launched new ETF products, including one range which uses gearing to help bu...

Financial advisers will have access to private equity investments run by WTW for the first time as it launches a pooled fund to provide savers with access to traditionall...

Research by two recruiters has revealed whether salary or team culture is more important to financial services professionals when considering a new position....

The wealth management company reported $544 million of inflows from financial advisers in the first quarter of 2024....

Praemium’s Powerwrap platform experienced net outflows of $53 million as advisers continued to transition, bringing total gross outflows from these transitioning advisers...

In this episode of Relative Return, host Laura Dew speaks with Blackwattle Investment Partners managing director and chief investment officer, Michael Skinner, about sett...

The Federal Court has approved the $16 million class action settlement regarding Dixon Advisory and Superannuation Services....

Adviser Ratings has explored whether there is a financial benefit to advice firms seeking to have a specialised client base in terms of client assets and fees charged....

As statements of advice move into the rear-view mirror, Vital Business Partners explores how financial advisers are adopting innovative documentation strategies....

Sequoia Financial Group has seen a top-level reshuffle as the chair of the board, John Larsen, steps down after five years in the position....

Australian Ethical has seen its funds under management reach $10 billion, driven by organic customer growth and superannuation contributions....

A financial advice firm has seen a weekly decline of 10 advisers, with all moving to a new licensee, while Centrepoint Alliance continues its “growth story”....

The Federal Court has imposed a $10 million penalty on Macquarie Bank for failing to prevent and control unauthorised fee transactions by third parties including financia...

Global fund managers are shunning bonds, with the asset class seeing the largest drop in allocations in more than 20 years....

With platforms reporting their quarterly results, there is a clear divide in the adviser markets they are targeting, according to platform specialist Recep Peker, and whi...

It can be extremely hard to realise the gains from financial advice M&A, according to Peloton Partners’ Rob Jones, and more could be gained from firms looking inward at t...

There is one specific risk that is a significantly higher concern for financial services directors compared to companies overall and is impacting their risk appetite, acc...

T. Rowe Price has moved overweight on global equities in its multiasset funds and appointed a chief operating officer for Asia-Pacific....