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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

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 planning • 14 February 2025

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...

Financial planning • 14 February 2025

Reach Alternative Investments has appointed a head of private wealth following the firm’s strategic alliance with platform HUB24....

Financial planning • 14 February 2025

Brookfield, which recently entered the bidding war to acquire Insignia Financial, has launched a private credit strategy managed by Oaktree for Australian wholesale inves...

Funds management • 14 February 2025

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...

Funds management • 14 February 2025

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...

Financial planning • 14 February 2025

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...

Financial planning • 14 February 2025

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....

Funds management • 17 February 2025

Centuria Capital Group has appointed its second former professional sportsperson as its healthcare fund manager....

Funds management • 17 February 2025

Perpetual’s board is considering a revised proposal from private equity firm KKR following unwelcome ATO tax guidance at the end of 2024....

Funds management • 17 February 2025

Iress has appointed the former head of Count Financial to a newly created executive general manager position in its wealth APAC team....

Financial planning • 17 February 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 5 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