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In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Steve Kuper, dive into the burgeoning world of defence...

Editorial • 17 October 2024

Australian Ethical’s acquisition of Altius Asset Management has helped its funds under management grow to nearly $13 billion over the September quarter....

Funds management • 18 October 2024

Former Schroders head of fixed income, Stuart Dear, has taken up a new role at Peak Investment Partners after leaving the asset manager after almost 12 years. ...

Funds management • 18 October 2024

Three in four Australian investors are looking to invest in international equity ETFs in the next 12 months, VanEck reports, as Betashares launches its latest product fo...

Funds management • 18 October 2024

Magellan and Hyperion are among 11 new entrants in RIAA’s list of responsible investment leaders for 2024, which recognises asset managers leading the ESG space....

Funds management • 18 October 2024

Having a trusted second-in-command to handle daily operations is critical for financial advice leaders who are seeking greater work/life balance, according to an advisory...

Financial planning • 18 October 2024

Charlie Viola, founder of private wealth brand Viola Private Wealth, is confident he can find the “best of the best” when it comes to clients and advisers....

Financial planning • 18 October 2024

Schroders has appointed a new business development manager to its ranks, effective today, who joins from Perennial Partners....

Funds management • 21 October 2024

Perpetual’s new chief executive Bernard Reilly has told shareholders how he hopes to turnaround the firm’s asset management division with greater cost simplification and ...

Funds management • 21 October 2024

A concerted effort by Generation Life to target financial advisers has paid off as the firm reports “exceptional” inflows for the September quarter. ...

Financial planning • 21 October 2024

Clime Investment Management expects to see $1 million reduction in operating costs as a result of a cut in board and leadership costs....

Funds management • 21 October 2024

Head of client partnerships at GBST, Ashley Mahadeea, has left the business after seven years to join My Dealer Services, which helps advisers become self-licensed. ...

Financial planning • 21 October 2024

Pinnacle’s new UK-based affiliate has passed another milestone in its presence in Australia with its first research rating from Zenith and shared details of its two globa...

Funds management • 21 October 2024

Digital advice platform Otivo chief executive, Paul Feeney, has detailed how its partnership with Colonial First State is expanding the accessibility of advice as it look...

Financial planning • 21 October 2024

Under new OAIC guidance, financial advisers who opt to use AI to provide advice have an obligation to demonstrate to clients how they reached their decisions and why that...

Financial planning • 21 October 2024

In this episode of Relative Return, host Maja Garaca Djurdjevic speaks with Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Risi...

Editorial • 21 October 2024

Court details show the extent of an “advice model” run by United Global Capital that justified its winding up earlier this month....

Financial planning • 22 October 2024

In the firm’s financial results for the three months to 30 September, the platform reported quarterly inflows of $139 million as adviser outflows lessened. ...

Financial planning • 22 October 2024

Magellan has launched the first two funds with its strategic partner Vinva Investment Management as executive chair Andrew Formica says the firm is turning back towards g...

Funds management • 22 October 2024

Nearly half of financial advisers worldwide view the intergenerational wealth transfer as an existential threat, Natixis Investment Managers finds, as one-third say they ...

Financial planning • 22 October 2024
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 5 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 days 7 hours ago