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Platinum Asset Management has announced its funds under management fell during October, a return to outflows after a gain in the previous month. ...

Funds management • 8 November 2024

Viridian Advisory’s Brett Arnol has detailed how the firm’s partnership with CFS is fostering the next generation of advisers through its Professional Year program....

Financial planning • 8 November 2024

Challenger has promoted Marco Barchmann as its new co-head of investment solutions as the firm identifies funds management as one of its core strengths....

Funds management • 8 November 2024

Financial advice and its associated technology have been identified by industry experts as key hotspots in the Australian M&A landscape. ...

Financial planning • 8 November 2024

ASIC commissioner Alan Kirkland has described the problem of telemarketers encouraging people to switch their super as “the worst behaviour”, and one where the regulator ...

Financial planning • 8 November 2024

Fund manager Payton Capital, which was acquired by HMC Capital in July, has opened a new office in Western Australia and a second office in Queensland to boost its AUM....

Funds management • 8 November 2024

In a time of constant adviser movements, one licensee has managed to stay “steady on their skates” over the years to sit jointly with AMP Financial Planning in having the...

Financial planning • 8 November 2024

Real Asset Management has appointed James Chapman from Aura Funds as a portfolio manager on its private credit funds. ...

Funds management • 11 November 2024

PGIM, the global asset management arm of Prudential Financial, has appointed a new president and chief executive as it embarks on a new chapter of growth....

Funds management • 11 November 2024

LGT Crestone has signed an agreement to acquire CBA’s personal advice business, Commonwealth Private Advice, including $5 billion in assets and 20 investment advisers....

Financial planning • 11 November 2024

After taking a healthy breather over Q3 2024, the nuclear theme is rising once again as a top performer. ...

Knowledge Centre • 11 November 2024

The victory by Donald Trump in the US presidential election could cause fund managers to reconsider the naming of their ESG funds as the US undergoes a political backlash...

Funds management • 11 November 2024

A former investment manager has been sentenced in Sydney for forging performance reports related to managed discretionary account investments....

Funds management • 11 November 2024

In this episode of Relative Return, host Laura Dew speaks with Eric Braz, MFS portfolio manager on the global small and mid-cap fund, the MFS Global New Discovery Strateg...

Editorial • 11 November 2024

Organisations must go beyond recruiting a diverse workforce and embed a culture of inclusion to reap the benefits, according to one executive....

Funds management • 11 November 2024

As bank issuance shrinks, corporate hybrids are in the ascendent, with non-financial corporate hybrids potentially instrumental in powering Australia’s energy transition....

Knowledge Centre • 11 November 2024

Praemium is pivoting the business to offer a “white gloves” service as it launches a three-year strategy to be the leading platform for high-net-worth advice....

Financial planning • 11 November 2024

Boutique fund manager Spatium Capital has announced consolidation plans with Singapore-based investment group Conduit Group. ...

Funds management • 11 November 2024

Two licensees have shared how providing a structured career pathway that extends beyond the Professional Year is critical to ensure candidates won’t pursue other opportun...

Financial planning • 11 November 2024

Two Sydney-based financial advice firms are set to join forces to create a “stronger, more resilient” advice offering with a combined AUM of $1.3 billion....

Financial planning • 11 November 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 1 hour 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 4 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 2 days ago