The Financial Services Council (FSC) has recommended implementing a per capita limit per annum for financial advisers when it comes to the Compensation Scheme of Last Resort (CSLR) levy. In its ...

Ironbark Investment Partners acquired a Sydney-based family office business at the end of May as it looks to double down on the delivery of high-net-worth (HNW) advice. The firm purchased Mercury ...

Australians are exhibiting higher confidence regarding their retirement than in previous years, State Street Global Advisors (SSGA) has found. The asset manager’s Global Retirement Reality Report, ...

Overall net inflows for the month across the industry were $3.8 billion which pushed total funds under management to $273.7 billion. Speaking to Money Management last month, JPMAM’s global head of ...

There has been a raft of distribution appointments in the past quarter as fund managers seek to target the wholesale market. In May, Bell Asset Management appointed Andrew Stewart from Allianz Retire+ ...

Just days after the last of its advisers officially exited the FAR, ASIC announced it has cancelled the licence of an AFSL caught up in the Shield and First Guardian collapses. ASIC has cancelled the ...

Financial advisers are not dissimilar from psychologists during market swings, according to Escala Partners. Amid recent tariff-induced turmoil, the private wealth and investment advisory group ...

In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford discuss a busy week of announcements from ASIC, with submissions to its public and private markets paper ...

Netwealth’s chair is set to depart after a decade spent on the board, with the firm naming his successor who will take up the position in September this year. The financial services company announced ...

Natixis flagged this optimism at their expected returns is at odds with individuals’ risk tolerance, with 83 per cent of investors globally describing themselves as “conservative” or “moderate” ...

Quinbrook Infrastructure Partners has promoted its Australian head to the role of chief executive of the global investment manager. In a series of appointments by the firm, Brian Restall will ...

In a statement, FAAA chief executive Sarah Abood said she and FAAA chair David Sharpe had met with the minister in Melbourne on 4 June and were “very encouraged” by his support for the advice sector ...