Regulation around licensing should prioritise consumer outcomes over institutional convenience, according to compliance firm Assured Support, responding to the FSC’s licensing paper. In a response to ...
With a large group of advisers expecting to exit before the 2026 education deadline, an industry expert shares how these practices can best prepare themselves for sale to compete in a “buyer’s market” ...
The deal will provide a succession solution for MiQ’s retiring partners, a pathway for future leaders to become partners, and capital to fund the group’s expansion plans, it said. Established in 2015, ...
On the back of the August adviser exam results, the profession has seen 17 new entrants hit the Financial Adviser Register (FAR) this week, regaining its positive momentum. Earlier this week, ASIC ...
Active fund managers in Australia face mixed fortunes, as global equities and real estate outperform, but domestic equities lag. The latest SPIVA Australia Mid-Year 2025 Scorecard has shown active ...
ETFs saw inflows almost $5 billion during August, with international equities gaining double those of fixed income funds, as total assets close in on $300 billion. According to the monthly Betashares ...
For overseas fund managers coming to Australia, a focus on platforms is critical for achieving growth, according to IMAP chair Toby Potter, flagging iCapital as a firm succeeding in this goal. With ...
Financial advisers have been urged to consider the role they are using AT1 hybrids for in client portfolios when it comes to deciding on a suitable fixed income replacement, particularly for their ...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. In the August exam, some 221 candidates sat the exam and 68 per cent of them ...
Investment Trends has revealed Australian advisers are increasingly turning to ETFs to provide portfolio diversification, while new inflows for unlisted managed accounts have seen a double-digit drop.
Private wealth firm Escala Partners has appointed an investment specialist to broaden its focus on alternative funds. Neil Stanford previously spent seven years at superannuation fund Hostplus where ...
As the 1 January 2026 education deadline looms, the Financial Advice Association Australia (FAAA) is predicting as many as 1,000 advisers could exit the profession, triggering a significant experience ...