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OC Funds Management and PAN-Tribal Asset Management have both launched equity funds, investing in Australian mid-caps and global equities, respectively....

Funds management • 2 December 2024

Asset managers are seeking out acquisitions and strategic partnerships in the area of technology and robo-advice to benefit from an evolving wealth management landscape a...

Funds management • 2 December 2024

Entireti chief executive Neil Younger has shared the responsibility and privilege he feels as the head of Australia’s largest advice licensee, and how he aims to prevent ...

Financial planning • 2 December 2024

The corporate regulator has shared details on how many investment and advice complaints were reported under the internal dispute resolution data reporting framework in FY...

Financial planning • 3 December 2024

Nuveen has announced the launch of a new private credit fund for Australian wholesale investors in response to “strong interest” from family offices and HNWIs for private...

Funds management • 3 December 2024

Praemium has entered into a strategic partnership with alternative investments platform Stropro to expand advisers' access to structured products. ...

Funds management • 3 December 2024

ASIC has confirmed it is investigating the financial advisers who recommended investors to invest in the Shield Master Fund, as the responsible entity Keystone Asset Mana...

Financial planning • 3 December 2024

An advice executive has shared how advisers should regularly assess the performance of their licensee, regardless of whether they are looking to leave, in order to preven...

Financial planning • 3 December 2024

Pacific Current Group has completed the divestment of its holding in Carlisle Management Company to alternative asset manager Abacus Life. ...

Funds management • 3 December 2024

For many investors, the promise of ESG investing has been evasive and confusion around the term has led to many investors becoming disillusioned with their portfolios, wr...

Expert Analysis • 3 December 2024

United Global Capital complaints to AFCA have quadrupled since August and are highly likely to rise further as it retains membership for another six months....

Financial planning • 3 December 2024

Wealth Data has shared an updated ranking of the five largest Australian financial advice licensees, with just 59 advisers separating the firms in the lower half of the t...

Financial planning • 3 December 2024

Financial Services Minister Stephen Jones has shared further details on the second tranche of the Delivering Better Financial Outcomes reforms including modernising best ...

Policy & Regulation • 3 December 2024

Advisers and investors are starting to recognise that private credit encompasses a range of strategies beyond corporate lending as they look to leverage its strong return...

Funds management • 4 December 2024

Abrdn’s head of global fixed income sees a favourable environment ahead for bond investors, though he cautions a more selective investment approach might be necessary to ...

Funds management • 4 December 2024

Yarra Capital Management has received a top rating for its Enhanced Income Fund from research house Lonsec....

Funds management • 4 December 2024

ASIC has suspended the AFSL of a Sydney fund manager, which operates a managed investment scheme, over repeated failures to comply with licensee obligations....

Financial planning • 4 December 2024

Queensland financial advice firm MiQ Private Wealth has become the latest practice to utilise Yodal’s software for a digital estate planning solution as it expands its cl...

Financial planning • 4 December 2024

AMP has launched household consolidated reporting across multiple clients to North Interactive in response to adviser feedback....

Financial planning • 4 December 2024

Brad Potter, who has helmed Australian equities at Tyndall Asset Management for the last decade, has announced his retirement from the business. ...

Funds management • 4 December 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 4 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 3 days ago

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

3 days 15 hours ago