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Equity Trustees has partnered with two alternative fund managers as the responsible entity for their latest fund launches. ...

Funds management • 11 February 2025

Platinum Asset Management has announced an easing of the outflows experienced in 2024, reporting its smallest outflows in 18 months....

Funds management • 11 February 2025

The Financial Services and Credit Panel has cancelled the registration of an NSW adviser for two years as it felt he displayed a ‘level of incompetence’ in providing advi...

Financial planning • 11 February 2025

Financial services firm Link Wealth has purchased a majority stake in a Hobart-based advice business, its latest move as it makes a strategic expansion across the country...

Financial planning • 11 February 2025

As artificial intelligence becomes increasingly commonplace in Australia’s financial services sector, over half of workers fear it poses a threat to their job security, t...

Financial planning • 11 February 2025

With private equity players taking an interest in acquiring Australian financial planning businesses, what are these firms prioritising when evaluating a potential target...

Expert Analysis • 11 February 2025

The ETF provider has launched its latest product providing investors with exposure to 2,000 small-cap stocks listed in the US, which are positioned to “benefit significan...

Funds management • 12 February 2025

JPMAM has appointed an Australian HNW client adviser to drive the momentum of its HNW channel, who previously served as Netwealth’s head of investment solutions. ...

Funds management • 12 February 2025

January saw $4.6 billion in inflows into ETFs, according to Betashares, with four Australian funds seeing the largest monthly inflows. ...

Funds management • 12 February 2025

Bravura’s chief executive, Andrew Russell, believes the tech firm is at the “top of the tree” when it comes to digital advice, having already signed a deal with AMP....

Financial planning • 12 February 2025

Viola Private Wealth’s latest hire, Angus Mann, details how he is harnessing his family office experience at Mutual Trust to help the firm meet the needs of its HNW clien...

Financial planning • 12 February 2025

Time is “rapidly running out” for a critical group of 4,100 advisers if they wish to meet the deadline for their education requirements, according to Adviser Ratings. ...

Financial planning • 12 February 2025

Former Sydney financial adviser, David Valvo, has been sentenced in court after pleading guilty to dishonest conduct....

Financial planning • 13 February 2025

As financial advice continues to be a major target for M&A, intelliflo has encouraged practices to improve their processes and data management before prospective buyers c...

Financial planning • 13 February 2025

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...

Funds management • 13 February 2025

The global asset manager’s latest ETF has launched in response to rising adviser and investor demand for actively managed fixed income products....

Funds management • 13 February 2025

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...

Financial planning • 13 February 2025

Clime Investment Management has appointed two to its operations team, focusing on managed funds, as it continues its cost-cutting process....

Funds management • 13 February 2025

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...

Editorial • 13 February 2025

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....

Financial planning • 13 February 2025
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So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week 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

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 days 1 hour 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...

4 weeks 1 day ago

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

1 week 1 day ago