Financial advice platform Otivo has made an experienced appointment from the US as its head of product strategy....

Platinum Asset Management has put its two closed-end funds under strategic review in a bid to reduce the share price discount to pre-tax NTA and maximise shareholder valu...

With the highest number of candidates in a year sitting the latest financial advice exam, a surge of new entrants are expected in the coming weeks, according to Wealth Da...

Perpetual has confirmed it is in exclusive talks with global investment company KKR regarding an acquisition of its corporate trust and wealth management businesses....

Two asset managers have each expanded their product suite with the launch of new global equity funds for Australian investors....

Private investment opportunities are moving up on the list of what investors want from their financial advisers, according to Natixis IM, and over half of firms say they ...

The role of alternative investments is to diversify a portfolio and capture differentiated sources of return, according to UBS Asset Management. ...

Financial advisers have been warned against advising clients to withdraw superannuation for medical or dental treatments as a new report highlights the long-term effect o...

Insignia Financial has appointed the former APAC head of a global asset manager to its board....

As artificial intelligence continues to reshape how the advice industry operates, Adviser Ratings unpacks which areas advisers are using the technology to improve the cli...

Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch...

Underestimating the cost of insurance by almost $75,000 in a Statement of Advice is among multiple reasons that a relevant provider has faced action from the FSCP. ...

Australian advisers have an advantage of other developed markets when it comes to emerging market debt as the Aussie dollar acts as a natural hedge with potential to enha...

Aviva Investors is maintaining an underweight stance on the communications sector within its high yield allocation as it believes it faces a higher default rate....

With energy transition remaining a significant challenge, a global index provider executive has argued that engagement could trump divestment....

Asset managers have shared how it may be time for advisers to switch clients out of cash and term deposits and back into bonds. ...

Link Advice chief executive, Duncan McPherson, is to depart after six years as the business restructures....

Challenger research has reaffirmed advisers’ significant role in empowering retirement confidence as cost of living and heightened inflation risk continue to bite retiree...

AMP Advice has partnered with BlackRock and Lonsec to expand its suite of managed portfolio solutions, further democratising advisers’ access to these products....

The Responsible Investment Association of Australasia has launched a toolkit to help advisers address the risks presented by artificial intelligence....