Almost all financial advisers are using ETFs in their client portfolios, up from 87 per cent in 2020, according to VanEck. According to findings released by VanEck, financial professionals have ...

AZ NGA chief executive Paul Barrett has unpacked how its strategic partnership with Oaktree will take the professional advisory firm “to the next level”. In an announcement on Monday, AZ NGA confirmed ...

Praemium has expanded its wealth management suite with a new solution designed for financial advisers who service high-net-worth (HNW) investors. According to the platform provider, the Praemium ...

Industry commentators have discussed the benefits of ticking off the ASIC adviser exam and gaining entry-level experience prior to commencing their professional year (PY). In January 2024, the ...

InvestSMART has announced a partnership with online platform Market Matters to launch a new investment offering. Founded in 2001, InvestSMART is a source of investment research and introduced a ...

The third quarter commenced with the regulator permanently banning former Western Australia-based financial adviser Dashiel Benjo Vee after he falsified his adviser exam certificate. Former Queensland ...

When it comes to acquiring an advice practice, one of the most difficult challenges can be former owners who refuse to take a step back, preventing a clean handover for the new owners. With many ...

Shaw and Partners Financial Services has appointed a NSW state manager to lead its Sydney-based team, alongside several financial adviser appointments. The financial advice firm has appointed Chris ...

Research house SQM has announced it will collect data covering managed account portfolios in response to industry demand. The firm said it will now collect and collate data on investment returns and ...

PineBridge Investments has made its flagship Global Focus Equity Fund available to Australian wholesale investors for the first time. The fund manager, which is focused on active, high conviction ...

The chief executive of Reach Alternative Investments says the firm is in talks with financial advisers about which products to launch in its strategic alliance with HUB24. It was announced on 26 ...

The $12.9 million penalty against Vanguard Investments represents a challenge for the courts as to how to financially penalise a company that holds $14 trillion globally in assets under management.