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Advice veteran Paul Harding-Davis is to step down from Brisbane licensee AdviceIQ Partners after eight years, and the business has appointed a new general manager. ...

Financial planning • 28 January 2025

The platform market is more likely to grow than consolidate in the upcoming years, according to platform expert Recep Peker, as the adviser cohort becomes a valuable targ...

Financial planning • 28 January 2025

With Finchley & Kent coming in second place for adviser growth in 2024, its managing director shares why word-of-mouth referrals have been critical to its success....

Financial planning • 28 January 2025

Two Australian asset managers – K2 Asset Management and East Coast Capital Management – have each welcomed a female chief executive to lead the respective firms....

Funds management • 29 January 2025

Managed investment platform DomaCom has strengthened its leadership capability with a flurry of executive hires and internal promotions, including a new CFO....

Funds management • 29 January 2025

Deal values for APAC asset and wealth management companies surged 76 per cent in 2024 to almost $100 billion, according to PwC, while three factors are driving growth for...

Funds management • 29 January 2025

The widespread use of alternatives could lead to erosion of the very elements that make them alternatives, according to EY, as fund managers make them more palatable to r...

Funds management • 29 January 2025

Franklin Templeton is to get rid of its Martin Currie branding and fold them into the wider group under ClearBridge Investments and Franklin Equity Group....

Funds management • 29 January 2025

Morningstar research of seven active Australian asset managers has found they are expected to see client redemptions averaging 3.1 per cent of their FUM per annum through...

Funds management • 29 January 2025

Minister for Financial Services, Stephen Jones, has announced he will be retiring at the upcoming federal election....

People & Products • 30 January 2025

Magellan has announced a raft of executive changes including the departure of head of investments Gerald Stack after 18 years and a second appointment from Maple-Brown Ab...

Funds management • 30 January 2025

Perpetual has released its Q2 fund flows showing a fall back into outflows after a positive Q1, as well as an update on its planned deal with KKR. ...

Funds management • 30 January 2025

AFCA has confirmed its chief operating officer, Justin Untersteiner, will be departing the organisation in March to take up a CEO role....

People & Products • 30 January 2025

One of the most significant surprises of 2024 was the plan announced by the Australian Prudential Regulation Authority’s (APRA) to phase out AT1 hybrids issued by banks. ...

Knowledge Centre • 30 January 2025

Australian advised clients are the most eager among global peers to invest in private markets, according to Hamilton Lane, with their knowledge of the asset class also be...

Financial planning • 30 January 2025

The industry has reacted to the retirement of Stephen Jones as Minister for Financial Services, recognising his efforts on scams and financial reforms. ...

Financial planning • 30 January 2025

Melbourne and Perth-based Endeavor Asset Management has added 24 financial advisers to its AFSL this week, with overall industry numbers rising by more than a dozen....

Financial planning • 30 January 2025

The emergence of DeepSeek, a Chinese artificial intelligence (AI) start-up that claims to have built an advanced large language model in just two months for under US$6 mi...

Editorial • 30 January 2025

The levy payable by financial advisers for the Compensation Scheme of Last Resort has almost quadrupled for FY26 as the government launches a formal review....

Financial planning • 31 January 2025

FSC chief executive, Blake Briggs, believes the regulatory pendulum has “swung too far” over the last decade when it comes to financial advice, and it is appropriate to r...

Financial planning • 31 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 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 days 18 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 ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week 5 days ago