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

Funds management • 22 May 2024

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

Financial planning • 23 May 2024

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

Funds management • 23 May 2024

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 ...

Financial planning • 23 May 2024

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....

Funds management • 23 May 2024

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...

Editorial • 23 May 2024

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

Financial planning • 23 May 2024

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....

People & Products • 24 May 2024

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....

Funds management • 24 May 2024

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...

Funds management • 24 May 2024

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...

Financial planning • 24 May 2024

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...

Financial planning • 24 May 2024

Alternative asset manager HMC Capital has announced it will acquire private real estate debt manager Payton Capital in a bid to establish a $5 billion private credit plat...

Funds management • 27 May 2024

Almost half of advised investors expect technology to become so advanced that they will no longer use a financial adviser by 2030, according to a global report by LSEG....

Financial planning • 27 May 2024

With more and more licensees looking at M&A activity, Business Health has shared 10 suggestions to ensure a successful onboarding process as the two firms come together. ...

Financial planning • 27 May 2024

The role of a financial adviser is becoming more about investor management than investment management, according to Morningstar, with a greater emphasis placed by clients...

Financial planning • 27 May 2024

There has been 11 financial advice-related bannings by ASIC since the start of the FY2023–24 financial year, equating to one every month. ...

Financial planning • 27 May 2024

Clime has entered into a heads of agreement to divest Madison Financial Group to a rival licensee for $2 million....

Financial planning • 27 May 2024

The global asset manager has appointed a Sydney-based relationship manager from Netwealth to strengthen its partnership with the financial adviser community....

Funds management • 27 May 2024

Australia contributed three-quarters of all APAC dividends in the first quarter of 2024, according to Janus Henderson, but cuts by BHP meant the country recorded no quart...

Funds management • 27 May 2024
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 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 3 weeks ago

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

6 days 16 hours ago

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

1 week 4 days ago

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

2 weeks 2 days ago