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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

The big four bank is set to see $40 million per annum in cost savings as it continues to migrate customers from its Asgard wealth platform to BT Panorama by FY26....

Financial planning • 31 March 2025

Investment strategist Anthony Doyle has returned to Pinnacle in a senior role, less than two months after leaving to join Schroders as an investment director....

Funds management • 31 March 2025

With a joint venture announced between WT Financial and Merchant Wealth Partners, the firm may have a US background, but partner David Haintz has a long history with Aust...

Financial planning • 31 March 2025

ASIC was active in the first quarter of 2025 with several financial adviser bannings and court action, while the FSCP also handed down outcomes to advisers....

Financial planning • 31 March 2025

The first quarter of the calendar year was a busy period for fund managers launching new ETFs, ranging from cryptocurrency funds to fixed income products....

Funds management • 1 April 2025

Global X’s third gold-focused ETF in Australia has hit the ASX for financial advisers and investors seeking an alternative way to access the commodity. ...

Funds management • 1 April 2025

Betashares has extended its partnership with platform AMP North to create a targeted geared retirement series utilising internally geared ETFs....

Funds management • 1 April 2025

Active ETFs are gaining traction in Asia-Pacific as wealth managers seek to blend the low-cost fees of passive with active management. ...

Funds management • 1 April 2025

Platinum Asset Management and VanEck have both announced name changes to multiple of their ETFs to clarify their complexity....

Funds management • 1 April 2025

The acquisition of Mason Stevens by Adamantem Capital has reached completion, as the wealth platform looks to increase investment into its services for Australian wealth ...

Funds management • 1 April 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 15 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