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State Street Global Advisors has shared three tips for financial advisers when it comes to their portfolio construction for the year ahead as 60/40 portfolios face hurdle...

Funds management • 10 January 2025

VanEck has named international equity ETFs as “the clear frontrunner in 2024”, with the asset class accounting for over 40 per cent of the industry’s total net flows duri...

Funds management • 10 January 2025

Alternative asset managers may view the retail and intermediary market as a “frontier for growth”, but figures from EY show 40 per cent say they plan to invest “nothing” ...

Funds management • 10 January 2025

Preliminary results from Wealth Data for the 2024 calendar year have unveiled which licensees reported the highest growth and losses in adviser numbers....

Financial planning • 10 January 2025

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

Financial planning • 13 January 2025

Six months on from HMC Capital’s acquisition of Payton Capital, Money Management takes a look at what the firm has achieved following the deal....

Funds management • 13 January 2025

Managed investment platform DomaCom has appointed an experienced artificial intelligence leader as its new chair, joining from the same firm as its newly appointed chief ...

Funds management • 13 January 2025

Sequoia Financial Group has flagged a major rebranding of its two financial news sites, following court proceedings last year....

Financial planning • 13 January 2025

Perth financial advice firm Wealth Management Partners has merged with global financial services firm Gallagher....

Financial planning • 13 January 2025

Following the departure of its chief marketing officer last year, AMP has appointed a successor to take up the position with the appointment coming from the US....

People & Products • 13 January 2025

The number of members expelled from the Australian Financial Complaints Authority almost doubled between 2023 and 2024, according to internal data. ...

Financial planning • 13 January 2025

The Perth-based advice practice has welcomed a private wealth adviser and senior paraplanner to its ranks amid its strategic shift towards wealth transfer strategies. ...

Financial planning • 14 January 2025

The fund manager has appointed American Century’s former Australian head of wholesale to its distribution team in the head of researchers and consultants position....

Funds management • 14 January 2025

Bennelong Funds Management has announced its first responsible entity service client, having flagged it as a 2025 priority for the firm....

Funds management • 14 January 2025

As Magellan Financial Group continues its search for a permanent chief financial officer, it has looked internally for an interim replacement....

Funds management • 14 January 2025

Three of the largest ETF providers reported net inflow increases of more than 100 per cent during 2024, as Betashares admits it “underestimated” the scale of annual inflo...

Funds management • 14 January 2025

Nearly seven in 10 HNW-focused advisers view alternatives as the asset class that will be fundamental to meeting client demands in the future, according to Praemium....

Financial planning • 14 January 2025

A leading consultancy believes asset managers will be reluctant to expand overseas in 2025 as high distribution costs blow out potential benefits, but this is providing t...

Funds management • 14 January 2025

Platinum Asset Management has appointed Northern Trust to provide asset servicing solutions for their $11 billion Australian funds. ...

Funds management • 15 January 2025

The volume that financial advisers have invested in private credit funds could be among disclosures that providers have to make to ASIC amid a regulatory crackdown on pri...

Funds management • 15 January 2025
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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 2 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....

5 days 16 hours 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 3 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 1 day ago