As thematic ETFs gain popularity among advisers, research houses have told Money Management of their unique challenge to rate these niche products and assess their long-t...
TWC Investment Management, which launched in September, has unveiled a long-only equity fund targeting global wealth creator stocks....
The struggle to recruit specialist expertise in alternative asset classes means senior analyst salaries are surpassing $200,000 as fund managers compete for talent, obser...
Mason Stevens has tapped Investment Trends’ head of growth, alongside two other hires, to bolster its distribution team. ...
South Australian financial advice and accounting business Perks has extended its paid parental leave program from 12 to 26 weeks, putting it on par with big four firms....
With the regulator announcing its enforcement focus for 2025 last week, law firm Hall & Wilcox examines the areas which have dropped down the list in priority for the reg...
Fund manager GSFM has appointed a key account manager for Queensland, following the appointment of a head of retail distribution last month....
Investment executives say the benefits of real assets for client portfolios can “absolutely” outweigh the illiquidity risk, provided there is a good understanding of its ...
Inefficient data processes and systems mean advisers are spending over half of their time on product implementation and administration at the expense of clients, accordin...
Centrepoint Alliance has hired a head of distribution for platforms and investment management as its new IconiQ platform goes live. ...
Fiducian Group has appointed its next general manager of superannuation to lead its flagship super offering following the retirement of Ross Martin....
A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...
The education provider has encouraged all financial advisers to avoid a “last-minute scramble” in meeting education requirements prior to the 31 December 2025 deadline....
Metrics Credit Partners is expanding its private credit fund range with a managed fund for retail investors following investor demand....
Increasing revenue per client is a strategic priority for over half of financial advice businesses, a new report has found, with documented processes being a key way to a...
ASIC has cancelled a Sydney AFSL for failing to pay a $64,000 AFCA determination related to inappropriate advice, which then had to be paid by the CSLR. ...
The strategic partnership with Oaktree Capital and AZ NGA is likely to pave the way for overseas players looking to enter the Australian financial advice market, accordin...
Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....
Market research firm, Agile Market Intelligence, has announced a new initiative to provide financial advisers with visibility over popular and fast-growing managed funds ...
As investors seek to diversify their portfolios, the naming of bond labels has broadened out to include green, social, and impact bonds, according to the annual RIAA repo...
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...