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The wealth management firm has unveiled a new fund in partnership with PG3 AG and investment specialist Longreach Alternatives, describing the investment solution as an “...

Funds management • 20 May 2024

GQG Partners has completed the acquisition of the minority interests held by Pacific Current Group in three affiliates which will form its new Private Capital Solutions d...

Funds management • 20 May 2024

In this episode of Relative Return, host Laura Dew speaks with Russel Pillemer, chief executive of Pengana Capital Group, to discuss the opportunities in global private c...

Editorial • 20 May 2024

Two Victoria-based financial advice practices have merged and rebranded as Forbes Fava Saville Financial Planning, as the firm realises the benefits of added scale. ...

Financial planning • 21 May 2024

A former AMP financial adviser has urged advisers in the BOLR class action against AMP to object to the “unfair and unreasonable” $100 million settlement sum as the objec...

Financial planning • 21 May 2024

The popularity of ETFs, which are approaching $200 billion in Australia, is a potential threat to the advice landscape if consumers opt to invest directly, according to t...

Financial planning • 21 May 2024

The decision to scale up a small advice practice can be a difficult judgement call. Money Management speaks with two advisers on whether the potential gains outweigh the ...

Financial planning • 21 May 2024

ASIC chair Joe Longo has told a Senate select committee that it has been running two pilot AI programs, including one to read public submissions....

Financial planning • 21 May 2024

ASIC has cancelled the AFSL of a Victorian asset manager, seven months after an officer of the company was charged with money laundering offences in an AFP investigation....

Funds management • 21 May 2024

Selfwealth has shared the top 10 ETFs by trades with a shift demonstrated by investors towards Australian equity ETFs. ...

Funds management • 21 May 2024

Innovations in the ETF space are changing the dynamic between public and private markets, according to VanEck. ...

Funds management • 21 May 2024

Macquarie Asset Management has expanded its active ETF range with the addition of two systematic active ETFs....

Funds management • 21 May 2024

Vital Business Partner has launched a new coaching solution to assist financial advisers and business owners looking to grow their practices and drive efficiencies. ...

Financial planning • 22 May 2024

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

Funds management • 22 May 2024

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....

Funds management • 22 May 2024

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...

Financial planning • 22 May 2024

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

Financial planning • 22 May 2024

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

Financial planning • 22 May 2024

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

Funds management • 22 May 2024

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

Funds management • 22 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....

1 week 1 day 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 6 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 4 days ago