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Magellan’s infrastructure funds have reported gains for the second consecutive month, avoiding potential outflows associated with the exit of its sector head Gerald Stack...

Funds management • 4 April 2025

WT Financial’s new entity with Merchant, Investco, has entered into a heads of agreement to merge three financial advice firms. ...

Financial planning • 4 April 2025

Money Management understands Natixis Investment Managers is planning to launch its own private asset product for the Australian retail market....

Funds management • 4 April 2025

State Street Global Advisors has made an equity investment in Ethic, a platform helping financial advisers to produce bespoke portfolios, reflecting the greater client de...

Financial planning • 4 April 2025

With Insignia Financial suffering a cyber attack on its Expand platform, this can potentially have a negative impact on the two private equity bids currently in play for ...

Financial planning • 4 April 2025

Platinum Asset Management has rejected a bid from PM Capital to acquire its two listed investment companies....

Funds management • 7 April 2025

The US$837 billion fixed income manager has created a new head of asset-based finance role amid the rising client demand for asset-based financing and tailored investmen...

Funds management • 7 April 2025

Asset managers may be encouraged to diversify their product ranges and branch into the retail or intermediary market but, two consultants argue, they may find it more com...

Funds management • 7 April 2025

Insurer TAL has announced it has taken a minority stake in investment manager Challenger....

Funds management • 7 April 2025

Despite younger generations representing the largest group of potential inheritors, CoreData has discovered less than half of beneficiaries have professional advice to na...

Financial planning • 7 April 2025

An Adelaide-based financial planning and accounting firm is set to merge into Count Adelaide, aligning with Count’s ambitions to form a national footprint of scaled equit...

Financial planning • 7 April 2025

ASIC has been granted permission to shut down almost 100 websites running investment scams, with the Federal Court describing how its victims were “fattened like pigs to ...

Financial planning • 7 April 2025

Merchant Wealth’s David Haintz has described how the firm differs from the traditional private equity ventures jumping into Australia, and why M&A isn’t like Married at F...

Financial planning • 8 April 2025

The Financial Services and Credit Panel has made a written direction after advice regarding non-concessional contributions meant an individual was forced to withdraw over...

Financial planning • 7 April 2025

The Sydney-based boutique fund manager has listed its inaugural ETF on the ASX, based on an existing fund that provides exposure to mid-to-large growth companies....

Funds management • 8 April 2025

Two listing experts have shared tips for fund managers to consider when it comes to launching their first ETF on an exchange....

Funds management • 8 April 2025

Private wealth firm Fitzpatricks Group has appointed a newly created head of product, who previously spent 20 years at CFS, to bolster its range of investment options....

Financial planning • 8 April 2025

Platinum Asset Management has seen outflows moderate during March, down 15 per cent from the previous month when it announced two major investment team changes....

Funds management • 8 April 2025

PM Capital has hit out at Platinum Asset Management, saying the firm only provided “limited engagement” following its bid for two listed investment companies....

Funds management • 8 April 2025

With BlackRock recently combining both private and public markets in a single managed account for US investors, commentators explore the challenges and opportunities of d...

Funds management • 8 April 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 3 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