Two investment professionals have underscored to advisers why integrating a broad range of fixed income exposures in client portfolios is critical for optimal returns. ...

Ahead of the RBA’s upcoming monetary policy meeting next week, BlackRock Australasia has reaffirmed the market’s view that rate cuts are likely out of the picture for 202...

Fund managers made a “big shift” into bond-sensitive sectors like utilities in September and away from cyclicals, while risk appetite is at an 11-month low....

Zenith Investment Partners has launched a range of new managed account portfolios over the past quarter, including on Insignia Financial’s Expand platform....

Several wealth management companies have been selected as finalists at the inaugural awards, which champions those who have transformed the Australian economy with their ...

With a growing number of advisers now running their own business, they need to pivot their career identity to being a business owner rather than just as a financial advis...

A potential acquisition of Platinum Asset Management by Regal Partners will be beneficial for the “challenged” fund manager, believes Morningstar, but it has warned fund ...

Pendal has told investors it will start winding up its Enhanced Credit fund from December, its third fund closure this year....

As the government announces a public inquiry into the collapse of Dixon Advisory, risk adviser Richard Silberman has detailed the three areas that typically lead to an AF...

Peri and menopause training founder and TV journalist Shelly Horton has hit back at calls for businesses to introduce menopause leave....

Uranium has recently gone through a bout of volatility, notably selling off from the decade highs it had hit earlier this year on bullish supply and demand narratives. ...

With only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool fo...

ASIC chair Joe Longo has told compliance professionals they need an “attitude of compliance” beyond written policies, how can AFSLs achieve this without alienating their ...

The Financial Services Council has appointed a new deputy chair for its board....

Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved....

Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice....

Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary which it acquired in April 2022....

While hiring new staff in a financial advice practice inevitably incurs expenses, Striver’s Alisdair Barr says the greater business cost can come from losing the skills o...

The acquisition of Informed Investor from Sequoia by Powerhouse Ventures is the first step in the firm’s new strategic process to enter into the financial advisory and fu...

Providence Wealth Advisory Group has appointed a new chief investment officer, a dedicated position after the role was previously held by its CEO....