Advice practices with up-to-date business plans are twice as likely to achieve high profitability, according to Adviser Ratings, but getting stuck in development mode can...
Magellan Financial Group has reported a consecutive monthly AUM increase for only the second time in the FY24–25 financial year. ...
Wealth management is facing a “fundamental transformation” as 81 per cent of next-gen inheritors have said they will likely switch away from their parents’ wealth manager...
Reacting to ASIC’s public and private markets discussion paper, research houses BondAdviser and SQM Research have detailed how they believe investors can be better protec...
Schroders has listed an active ETF version of the Global Core Fund while making fee and distribution changes to its existing Real Return Active ETF in response to investo...
Acadian Asset Management has launched an emerging markets equity fund for wholesale investors and intends to add it to platforms in due course....
Managing director of credit and fixed income, Michael Korber, is set to retire after more than 20 years with Perpetual and the firm has promoted an internal successor....
AUSIEX has completed its acquisition of fixed income provider FIIG Holdings, aiming to increase the number of products and services it offers for advisers....
An active ETF run by InvestSMART is changing its mandate to include exposure to global equities as it believes growth opportunities have become harder to find in Australi...
With LGT Crestone completing its acquisition of CBA’s advice firm this week, advice deals in the second quarter of 2025 are already outpacing the previous one with one mo...
Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...
The corporate regulator has cancelled the AFSL of a Queensland-based financial services provider, having held the licence since mid-2016....
ASIC has cancelled the AFSL of a Sydney-based advice firm, describing how it demonstrated “competency failures” in its activities. ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...