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Natixis Investment Managers has explored how financial advisers can leverage derivative income ETFs for their clients who are seeking to enhance income generation....

Funds management • 25 February 2025

Reporting a half-year profit increase of 757 per cent following multiple divestments, Pacific Current Group is now exploring existing and new investment opportunities to ...

Funds management • 25 February 2025

The fund manager has confirmed the departure of its local managing director and Australian head Rob Mead, naming two successors to take up his position....

Funds management • 25 February 2025

Praemium has stated it is seeking accretive acquisition opportunities in the area of non-custodial solutions where it believes it can further grow its dominant market sha...

Financial planning • 25 February 2025

More than $2 billion in investment activity was recorded for Australian fintech firms last year, according to KPMG, with the GDG/Lonsec acquisition proving to be a notabl...

Financial planning • 25 February 2025

ASIC has warned Australian retail investors there “will be product failures” in the private credit space as the assets are untested for a large-scale stress event, but ha...

Funds management • 25 February 2025

Large wealth management players are increasingly taking an opportunistic approach to their M&A deals rather than a strategic one, while a fear of missing out is driving s...

Financial planning • 25 February 2025

Platinum Asset Management has announced co-chief investment officers Andrew Clifford and Clay Smolinski are to step down from their roles....

Funds management • 25 February 2025

Despite having entered into a scheme of arrangement with Bell Financial Group last week, Selfwealth has opted to now progress with a bid from rival Svava instead....

Funds management • 26 February 2025

The Perth-based wealth management firm has formed a strategic partnership with an accounting business in Brisbane, signifying its expansion into Australia’s east coast....

Financial planning • 26 February 2025

Count is looking to adviser recruitment, acquisition of financial planning fee parcels, and cross-selling to accounting clients to improve its financial planning revenue ...

Financial planning • 26 February 2025

Platinum Asset Management has seen its profits halve in the first half of FY25 to $15.9 million, attributed to the lower FUM after experiencing $1.6 billion in retail out...

Funds management • 26 February 2025

Regal Partners has expanded on its decision to walk away from a potential acquisition of Platinum as it shares its full-year results. ...

Funds management • 26 February 2025

The exit of co-CIOs Andrew Clifford and Clay Smolinski from Platinum has highlighted key person risk, with Morningstar raising its outflow forecast to 33 per cent of FUM ...

Funds management • 26 February 2025

A recent pullback by the finance sector around climate action is disappointing, but new mandatory reporting rules are a bright spot on the horizon, writes Tony Adams. ...

Expert Analysis • 26 February 2025

Northern Trust research shows how artificial intelligence can enhance the performance of equity investing, writes Jan Rohof....

Expert Analysis • 26 February 2025

The Finance Union Sector has criticised AMP’s decision to move jobs offshore and questioned “what they will strip away next” in the ongoing business simplification. ...

Financial planning • 26 February 2025

Costs associated with the failed KKR deal have caused Perpetual’s statutory net profit after tax to more than halve to $12 million for the first half of FY25. ...

Funds management • 27 February 2025

TAL has appointed two experienced financial services professionals to its board including a new chair for the business to replace Mark Joiner....

Financial planning • 27 February 2025

The Federal Court has frozen the assets of two individuals, Ferras Merhi and Osama Saad, for their connections to the troubled Shield Master Fund. ...

Financial planning • 27 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....

4 days 9 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