The Financial Services Council is proposing making the sophisticated investor test less subjective as currently wholesale fund managers are hesitant to apply it....

Following the closure of four investment teams last month by First Sentier Investors, Colonial First State has proposed multiple replacement managers for the CFSIL funds....

Insights from Ensombl has ranked practice management as the most frequently discussed topic among financial advisers as many move away from a licensee to set up their own...

ASIC has issued information for AFS licensees clarifying what they need to do if their adviser wishes to access the experience pathway....

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

Pengana Capital Group has exceeded the minimum subscription on its Pengana Global Private Credit Trust IPO, two days after launching....

Principal Asset Management has appointed a head of infrastructure debt to lead the launch and implementation of its new private infrastructure debt capability....

Schroders head of fixed income for Australia, Stuart Dear, has identified two areas of the fixed income market that he believes are currently attractive to investors....

Natixis affiliate Loomis Sayles has announced an actively managed global bond fund in light of consumer demand....

Colonial First State has reached $1 billion in funds under administration on its Edge platform, having launched last August. ...

Russell Investments has appointed a new head of Asia-Pacific, six months after appointing Pete Gunning to the role....

ASIC has flagged the 2022 case of RI Advice as an example of the need for cybersecurity measures within a financial services firm as chair Joe Longo warns a cyber attack ...

Australian Ethical has announced it has entered into a binding agreement to acquire a sustainable fixed income manager, increasing its FUM by around $2 billion....

In this episode of Relative Return, host Laura Dew speaks with Andrew Lockhart, managing partner at Metrics Credit Partners, about commercial property and real estate equ...

AZ NGA subsidiary Nestworth, which recently acquired the financial advice business of Australian Unity, has appointed a former senior Insignia executive as CEO. ...

Research house Genium Investment Partners has made a third appointment from Morningstar in less than a year to work in its newly-launched research ratings division....

The property group has announced the sale of its European funds management platform for $457 million as it looks to Australia and New Zealand for future growth....

Failure to meet ESG compliance obligations can leave financial services directors walking a tightrope of risk, according to PwC, as ASIC urges firms to prepare for climat...

Employers should not panic if remuneration budgets are too stretched to offer salary bumps, according to two recruiters, as staff say they are also attracted to a greater...

As YTD financial adviser growth approaches parity with 2023, Wealth Data’s Colin Williams is optimistic that adviser losses will be less severe than 2024 due to increasin...