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Robeco has launched two new equity strategies and transitioned two of its existing fixed income funds to give investors greater exposure to the sustainable transition....

Funds management • 10 July 2024

Compliance professionals say they face hefty workloads and growing burnout risk, but research finds this is not being reflected in their pay, with only compliance heads e...

Funds management • 10 July 2024

Submissions and nominations have opened for the inaugural Momentum Media Australian AI Awards 2024, which champions the wealth management industry for contributing to the...

People & Products • 11 July 2024

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

Financial planning • 11 July 2024

Platinum Asset Management has shared an update on its “growth and reset” turnaround strategy and FUM at the end of the financial year. ...

Funds management • 11 July 2024

There are almost 2 million Australian millionaires, UBS’ new report shows, with the proportion set to grow by a further 400,000 people by 2028....

Financial planning • 11 July 2024

In this episode of Relative Return, host Laura Dew speaks with Owen Murfin, investment officer and institutional fixed income portfolio manager at MFS Investment Manageme...

Editorial • 11 July 2024

ASIC has updated some of its documentation in line with the DBFO Act receiving royal assent, with licensees reminded to stay on top of the changes....

Financial planning • 11 July 2024

Financial adviser numbers have gained headway this week, Wealth Data reports, marking a departure from six consecutive weeks of losses. ...

Financial planning • 11 July 2024

AMP Advice’s technical service line has revealed the most common issues its financial advisers are requiring additional support with amid an evolving regulatory environme...

Financial planning • 12 July 2024

The investment platform’s FUA grew by $3.3 billion to $88 billion over the June quarter, as current transactions provide a “high level of confidence” for FY25. ...

Financial planning • 12 July 2024

A former gym owner details his path into the financial advice profession, and the value of gaining CRM or CSO experience before progressing to the adviser milestone. ...

Financial planning • 12 July 2024

Pengana Capital Group has reported funds under management of $3.3 billion at the end of June, helped by the launch of two private market funds....

Funds management • 12 July 2024

Australian digital advice fintech moneyGPS has partnered with Lifestyle Asset Management to widen the accessibility of financial advice in Australia. ...

Financial planning • 12 July 2024

With the previous financial year behind us, Wealth Data has unveiled the top 10 financial advice licensees in terms of adviser gains and declines over the 12-month period...

Financial planning • 12 July 2024

State Street Global Advisors has launched an unlisted managed gold fund, in response to investor demand....

Funds management • 15 July 2024

Clime Investment Management has announced its group CEO Annick Donat is to depart from the firm after four years....

Funds management • 15 July 2024

Listed fund managers have shared their final funds under management tallies for FY24 and how much they have grown during the year....

Funds management • 15 July 2024

Boutique global small and mid-cap equities manager Canopy Investors has appointed a new portfolio manager, marking the third former Magellan professional to join the fir...

Funds management • 15 July 2024

Schroders Australia has appointed a new business development manager as the investment manager looks to further broaden its footprint in the intermediary market....

Funds management • 15 July 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 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 5 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 3 days ago