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There are seven key mistakes that financial advice businesses need to steer clear of in 2025 to avoid hindering their business growth and profitability, according to Advi...

Financial planning • 15 January 2025

With AMP advisers moving to Entireti and Insignia being the subject of a private equity bidding war, how can deals be navigated to ensure minimal stress and uncertainty f...

Features • 15 January 2025

The departure of BlackRock’s head of global client business Mark Wiedman after his 21-year tenure has prompted a reshuffle, with several senior executives receiving promo...

Funds management • 16 January 2025

Private wealth management company Stellan Capital has appointed a new chief executive, who brings over three decades of experience in the global financial services indust...

Financial planning • 16 January 2025

The corporate regulator has named its new chief executive, who is set to replace retiring interim CEO Greg Yanco in March....

People & Products • 16 January 2025

New research has revealed which fund manager is the most recommended by financial advisers to their clients, as well as the most preferred research houses....

Funds management • 16 January 2025

Learning to delegate authority and relinquish a hands-on approach is a critical step towards building a self-sustaining financial advice practice, says Assured Support....

Financial planning • 16 January 2025

In a tight race against Morgans, AMP Financial Planning has won back its position as the largest individual licensee in Australia, according to Wealth Data. ...

Financial planning • 16 January 2025

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by AMP chief economist Shane Oliver to take a look at what can be lea...

Editorial • 16 January 2025

New York-based firm CC Capital has bumped up its offer to stay ahead of rival bidder Bain Capital....

Financial planning • 17 January 2025

The investment manager has hired a new business development manager following the appointment of its Australian managing director last November....

Funds management • 17 January 2025

The Sydney-based advisory group has welcomed a new partner to its ranks, who previously led advice licensee businesses at Insignia Financial and MLC/NAB. ...

Financial planning • 17 January 2025

As global PE firms scope out the Australian wealth management industry, Finura predicts which other local names may potentially receive a takeover offer this year....

Financial planning • 17 January 2025

Recruitment agency Robert Walters has revealed the expected salary ranges for Australian financial advisers in 2025, with one particular state seeing a decline....

Financial planning • 17 January 2025

Insignia Financial has granted CC Capital access to select company information in the hope of securing an improved offer from the private equity firm....

Financial planning • 20 January 2025

MA Financial Group has announced it has secured commitments of $171 million for its latest MA Credit Income Trust, with expectations to raise $300 million by its March li...

Funds management • 20 January 2025

A salary guide has unpacked the salaries earned in various asset classes, with managing directors in one space earning north of $500,000....

Funds management • 20 January 2025

Iress has announced it will divest its superannuation business as the latest step in its transformation program, allowing it to focus on wealth management. ...

People & Products • 20 January 2025

Australian Ethical has seen its funds under management surpass $13 billion in the latest quarter, thanks to retail and wholesale net flows of $173 million but a transitio...

Funds management • 20 January 2025

Former Pendal head of multi-asset Michael Blayney has been appointed as a member of the investment committee at specialist managed accounts provider Evidentia Group....

Funds management • 20 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....

4 days 15 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 2 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 ago