The acquisition of Evidentia Group by GDG shows how valuable the role and personal relationship with a managed account consultant has become to the financial advice indus...
The global asset manager’s latest ETF has launched in response to rising adviser and investor demand for actively managed fixed income products....
Rather than competing on fees, platforms are aiming to stand out by helping advisers achieve scale and efficiency in their practices, offering an even greater range of se...
Clime Investment Management has appointed two to its operations team, focusing on managed funds, as it continues its cost-cutting process....
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Liam Garman, break down the economic landscape ahead o...
Financial adviser numbers are up by more than 200 for the financial year, according to Wealth Data, driven by five weeks of back-to-back growth....
Having sold off its advice division for a loss, AMP has reported a 43 per cent reduction in statutory net profit after tax in FY24, with the business now focusing on beco...
Financial advisers are being encouraged to bring forward their retirement income planning conversations with clients, with an ideal “runway” of at least 10 years prior to...
Reach Alternative Investments has appointed a head of private wealth following the firm’s strategic alliance with platform HUB24....
Brookfield, which recently entered the bidding war to acquire Insignia Financial, has launched a private credit strategy managed by Oaktree for Australian wholesale inves...
GQG Partners saw a twofold increase in net flows for 2024, as chief executive Tim Carver eyes a robust pipeline of potential deals for its private capital solutions busin...
Australian dealmakers are expectant of deals in 2025 to come from a silver tsunami of retiring practice owners who are planning for their succession, with generational sh...
AMP chief executive Alexis George says the company is “living and breathing organic growth” as it enters the final year of its business simplification program and looks t...
Pinnacle’s UK affiliate Life Cycle Investment Partners has shared details of its first global equities fund and how joining Pinnacle offers the best of both worlds....
Centuria Capital Group has appointed its second former professional sportsperson as its healthcare fund manager....
Perpetual’s board is considering a revised proposal from private equity firm KKR following unwelcome ATO tax guidance at the end of 2024....
Iress has appointed the former head of Count Financial to a newly created executive general manager position in its wealth APAC team....
The parliamentary inquiry into the sophisticated investor test (SIT) has recommended making the test less subjective in order to prevent abuse by AFSLs....
Fiducian Group has enjoyed double-digit growth in its FUMAA and NPAT for the first half of FY25, as it looks to boost adviser numbers to 150 through potential acquisition...
PIMCO has named its head of ETF sales for Australia, having promoted an account manager who joined the firm in July 2024....
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...