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In its pre-budget submission, the FAAA has proposed a government assistance package that could see up to 1,000 financial advice practices receive $10,000 each for hiring ...

Financial planning • 5 February 2025

The Finance Sector Union has urged any private equity deal for Insignia Financial should make wellbeing paramount for its 4,000 employees, having spent 2024 negotiating a...

Financial planning • 5 February 2025

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

Financial planning • 6 February 2025

ETF provider VanEck has appointed three strategic roles to its Sydney team, including a former M&A specialist from EY....

Funds management • 6 February 2025

SQM Research’s former head of research, Rob da Silva, has joined an investment consulting and analytics firm to drive the expansion of its research coverage....

People & Products • 6 February 2025

Funds under management at Magellan rose slightly in January, but the exit of head of investment Gerald Stack could see this change later in the year....

Funds management • 6 February 2025

The Senate has opted to extend the date of the inquiry into Dixon Advisory and wealth management companies, having originally been scheduled to complete next month....

Financial planning • 6 February 2025

WT Financial managing director, Keith Cullen, says the firm is looking inward when it comes to M&A, with a focus on helping practices in its network become “bigger, bette...

Financial planning • 6 February 2025

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Steve Kuper, discuss a whirlwind start to US President...

Editorial • 6 February 2025

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

Superannuation • 7 February 2025

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

Financial planning • 7 February 2025

JANA Investment Advisers has made several internal promotions and new appointments across its research team to bolster its position in the market....

People & Products • 7 February 2025

Global wealth manager Canaccord Genuity has unveiled five strategic priorities for its wealth management business in Australia as it announces its quarterly results....

Financial planning • 7 February 2025

Asset managers lacking a presence in private markets will find themselves forced to acquire or partner to survive in 2025, according to this global consultancy....

Funds management • 7 February 2025

Nearly 30 financial advisers have joined a new AFSL, with the majority coming from ex-AMP licensee Charter Financial Planning, which is now owned by Entireti....

Financial planning • 7 February 2025

Generation Development Group has confirmed it is to acquire 100 per cent of Evidentia Group to create a managed account provider with over $25 billion in funds under mana...

Funds management • 10 February 2025

GQG Partners saw its funds under management grow by nearly 5 per cent in January to more than US$160 billion, shrugging off outflows experienced after its links with Adan...

Funds management • 10 February 2025

Commentators say the lack of transparency in private markets is making it difficult for fund managers and advisers to assess them from an ESG perspective....

Features • 10 February 2025

Lonsec has appointed a new chief executive for its research and ratings division as Mike Wright takes up a new role in light of the acquisition of Evidentia Group by Lons...

Funds management • 10 February 2025

In this episode of Relative Return, host Laura Dew chats with David Russell, chair of the Transition Pathway Initiative, and Tony Campos, head of sustainable investment a...

Editorial • 10 February 2025
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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 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 2 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 1 day ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 2 days ago