Search Page

Displaying results 182361 - 182380 of 182411

 

A former chief executive of IOOF and managing director of Centrepoint Alliance has joined the board as chair of COG Financial, which previously made a bid to acquire advi...

Financial planning • 27 March 2025

BlackRock, in collaboration with iCapital and GeoWealth, has unveiled a model portfolio that delivers access to both private and public market assets in a single account,...

Funds management • 27 March 2025

Only 11 per cent of financial advice practices have said they are including crypto products on their approved products lists, according to CoreData....

Financial planning • 27 March 2025

The financial advice industry has seen a net loss after 10 consecutive weeks of net growth in adviser numbers, according to Wealth Data....

Financial planning • 27 March 2025

Minister for Financial Services, Stephen Jones, has said it is not a “backdoor attempt” by the government to allow the new class of adviser to provide full advice....

Financial planning • 27 March 2025

In this week’s episode of Relative Return Unplugged, AMP’s chief economist, Shane Oliver, joins us to break down Labor’s budget, focusing on its re-election strategy and ...

Editorial • 27 March 2025

With ASIC suing FIIG Securities for alleged failures in its cyber security measures earlier this month, two firms have urged AFSLs to stay vigilant against ongoing cyber ...

Financial planning • 28 March 2025

GQG’s former director of wholesale markets has taken up a new role leading private wealth at a global investment company....

Funds management • 28 March 2025

Netwealth research has uncovered the top reasons why advised clients stop seeing their financial adviser, despite clients’ perception of value growing over time. ...

Financial planning • 28 March 2025

With increased M&A taking place in financial services, law firm Ashurst is witnessing an increase in expensive reverse break clauses as companies seek to ensure deals pro...

Funds management • 28 March 2025

ASIC has banned a Queensland adviser from providing financial services for five years after failing to provide appropriate advice that was in the best interest of his cli...

Financial planning • 28 March 2025

With a rising number of licensees opting for bespoke managed accounts, a panel of experts has shared what firms need to know before going down the custom route....

Financial planning • 28 March 2025

Wealth managers will need to reach aggressive short-term goals to grow their assets under management, according to Natixis Investment Managers, but Asia-Pacific has the l...

Financial planning • 28 March 2025

Advice licensee WT Financial has announced a 50/50 joint venture with the Australian subsidiary of a US financial advice investor....

Financial planning • 31 March 2025

The global alternative asset manager has welcomed an experienced distribution lead to its leadership team....

Funds management • 31 March 2025

Boutique fund manager and responsible investment specialist Pella Funds Management has expanded its offering by allowing direct access to investors in New Zealand for the...

Funds management • 31 March 2025

Nearly half of wealth managers across the globe say offering access to private market funds is integral to their growth plans, Natixis Investment Managers has uncovered....

Funds management • 31 March 2025

In this episode of Relative Return, host Laura Dew is joined by Andrew Lockhart, managing partner at Metrics Credit Partners, to discuss the attraction of real estate deb...

Editorial • 31 March 2025

With Q1 of the 2025 calendar year coming to a close, the Australian funds management industry has seen a range of major appointments and departures....

Funds management • 31 March 2025

AMP North has added three new managers to its range of managed accounts for financial advisers and also extended its existing partnership with Betashares....

Financial planning • 31 March 2025
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

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

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week 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...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago