ETF provider Betashares has launched a currency hedged version of its S&P 500 Equal Weight ETF....
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....
The decision to convict an NSW individual this week for unlicensed financial advice hinged on the use of disclaimers in a PowerPoint presentation....
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....
HUB24 has reported a 138 per cent rise in quarterly net platform inflows to $5 billion, helped by a large migration from Equity Trustees....
Melbourne-based financial advice practice Tribeca Financial has expanded its advice footprint by establishing an outpost in Sydney and welcoming a new partner onboard....
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...
Former PM Capital chief executive Ben Skilbeck has taken up a new leadership role at a specialist credit manager....
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....
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....
Two Australian small-cap asset managers have announced they are seeking to merge their businesses....
Fund manager Merlon Capital Partners has announced it has acquired the minority stake in the business previously owned by Fidante. ...
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...
Clime Investment Management has appointed an acting managing director following the resignation of group chief executive Annick Donat....
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...
A former Queensland-based financial adviser has been permanently banned by ASIC from providing financial services....
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....
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....
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...
A rising number of financial advisers – known as insourcers – are opting to take the investment selection process upon themselves, says Investment Trends’ Irene Guiamatsi...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...