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Perpetual has promoted an executive to the role of chief transformation officer as it enacts plans to sell its wealth management division....

Funds management • 10 March 2025

AZ NGA’s CEO has unpacked how its recent $345 million debt facility from Barings will accelerate its advice network’s growth ambitions, and allow its largest firms to acc...

Financial planning • 10 March 2025

At least three global asset managers are expected to enter the Australian ETF market this year, according to State Street....

Funds management • 11 March 2025

Lonsec Research and Ratings has been announced as research partner for the annual Fund Manager of the Year Awards....

Funds management • 11 March 2025

Marking a decade offering managed accounts in Australia, BlackRock has elaborated on the changes it has seen in their usage by financial advisers, with net client flows r...

Financial planning • 11 March 2025

The financial advice industry is experiencing a “champagne problem” regarding pricing, with advice firms seeing no need to cut their prices to remain competitive. ...

Financial planning • 11 March 2025

ETF assets experienced a rare fall in February, with the sector losing more than $2 billion during the month, according to Betashares. ...

Funds management • 11 March 2025

Outflows from Platinum Asset Management jumped from $160 million to $358 million in February as the firm announced the exit of its co-chief investment officers....

Funds management • 11 March 2025

Wealth managers have said they are experiencing difficulties in aligning their company’s in-house views with the ever-increasing needs of clients, according to MSCI. ...

Financial planning • 11 March 2025

Non-custody solutions may be on the rise, especially among high-net-worth individuals, but there is a distinct divide in advisers’ understanding and knowledge of the prod...

Financial planning • 12 March 2025

Financial advice firm Wilsons Advisory has opened up its first Perth office, as the firm seeks to offer specialist corporate advice to mining and resources companies in t...

Financial planning • 12 March 2025

AFCA chief executive, David Locke, has shared a key way for its financial services member firms to reduce the volume of fees paid to the organisation, which it says are “...

Financial planning • 12 March 2025

Lonsec Investment Solutions (LIS) is set to launch a new alternative asset investment solution for financial advisers and their high-net-worth (HNW) clients....

Financial planning • 12 March 2025

Advisers may say they struggle to meet their ethics CPD requirements, but the learnings are paying off as research finds it has helped to reduce adviser misconduct and fi...

Financial planning • 12 March 2025

The Australian Financial Complaints Authority has shared how much its member fees will rise in the next financial year. ...

Financial planning • 12 March 2025

Three months on from the first Insignia Financial bid from Bain Capital, what developments have taken place and how have the firm’s shareholders benefitted? ...

Financial planning • 12 March 2025

Principal Asset Management has appointed a global head of real estate research and strategy. ...

Funds management • 13 March 2025

Iress has made two appointments to its APAC wealth product and technology teams, one who joins from a superannuation fund and the second from accounting software platform...

People & Products • 13 March 2025

The corporate watchdog is suing FIIG Securities for alleged failures in its cyber security measures, describing the matter as a “wake-up call” to all licensees....

Funds management • 13 March 2025

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

Financial planning • 13 March 2025
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MARKET INSIGHTS

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 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 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 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