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ETF provider Betashares has launched a currency hedged version of its S&P 500 Equal Weight ETF....

Funds management • 16 July 2024

Generation Z, those aged 18 to 24, account for nearly one-third of new online investors in 2024, according to Investment Trends, up from just 10 per cent in 2019....

Funds management • 16 July 2024

The decision to convict an NSW individual this week for unlicensed financial advice hinged on the use of disclaimers in a PowerPoint presentation....

Financial planning • 16 July 2024

An equity partner firm of Count has acquired a Victorian accounting and financial planning business for $2.1 million, following its first M&A deal in February....

Financial planning • 16 July 2024

HUB24 has reported a 138 per cent rise in quarterly net platform inflows to $5 billion, helped by a large migration from Equity Trustees....

Financial planning • 16 July 2024

Melbourne-based financial advice practice Tribeca Financial has expanded its advice footprint by establishing an outpost in Sydney and welcoming a new partner onboard....

Financial planning • 16 July 2024

While technology plays a vital role in efficient financial advice firms, it remains just one piece of the wider puzzle in driving overall productivity, writes Business He...

Financial planning • 16 July 2024

Former PM Capital chief executive Ben Skilbeck has taken up a new leadership role at a specialist credit manager....

Funds management • 16 July 2024

PGIM’s real estate investment management business has launched its first Australian real estate debt strategy, which is on track to meet its target of $750 million....

Funds management • 16 July 2024

Fixed income has been cited by BlackRock as a driver of US$81.6 billion in organic growth for the second quarter of calendar year 2024....

Funds management • 17 July 2024

Two Australian small-cap asset managers have announced they are seeking to merge their businesses....

Funds management • 17 July 2024

Fund manager Merlon Capital Partners has announced it has acquired the minority stake in the business previously owned by Fidante. ...

Funds management • 17 July 2024

The financial planning technology group has entered into a binding share purchase agreement to acquire Integrated Portfolio Solutions, set to bring DASH’s FUA above $15 b...

Financial planning • 17 July 2024

Clime Investment Management has appointed an acting managing director following the resignation of group chief executive Annick Donat....

Funds management • 17 July 2024

Praemium has seen net outflows of $414 million over the June quarter with Powerwrap outflows eight times higher than the previous quarter, and the platform expects this t...

Financial planning • 17 July 2024

A former Queensland-based financial adviser has been permanently banned by ASIC from providing financial services....

Financial planning • 17 July 2024

A national financial advice firm is targeting advisers looking to leave large licensees and providing them with tools and financial backing to run their own business....

Financial planning • 17 July 2024

DNR Capital has announced the launch of a specialist global small and mid-cap equity manager, as it also welcomes its second portfolio manager on board....

Funds management • 18 July 2024

The completion of remediation projects by firms such as AMP have led to an influx of compliance professionals entering the market, although they see pushback on their nar...

Financial planning • 18 July 2024

A rising number of financial advisers – known as insourcers – are opting to take the investment selection process upon themselves, says Investment Trends’ Irene Guiamatsi...

Financial planning • 18 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....

6 days 21 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 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