A Sydney financial adviser has been permanently banned from providing any financial services, having had his firm’s Australian Financial Services Licence (AFSL) cancelled a year ago. Peter Surtenich ...

Advisers may struggle to meet their ethics CPD requirements, but the learnings are paying off as research finds it has helped to reduce adviser misconduct and financial fraud. Under their mandatory ...

Lonsec Investment Solutions (LIS) is set to launch a new alternative asset investment solution for financial advisers and their high-net-worth (HNW) clients. The LIS growth alternatives (LGA) ...

Wealth managers globally have said they are highly likely to increase their allocations to active ETFs, according to MSCI. The index providers’ report, Emerging Trends in Wealth Management, surveyed ...

The Australian Financial Complaints Authority (AFCA) has shared how much its member fees will rise in the next financial year. As part of its annual fee review process, the organisation said it will ...

ETF assets experienced a rare fall in February, with the sector losing more than $2 billion during the month, according to Betashares. In its latest monthly update, Betashares said ETF assets ...

Ares Management is the latest fund manager to enact M&A in the alternatives space, completing the acquisition of the international business of logistics and real estate asset manager GLP Capital. With ...

Wealth managers have said they are experiencing difficulties in aligning their company’s in-house views with the ever-increasing needs of clients, according to MSCI. One of the features of wealth ...

Research commissioned by Colonial First State (CFS) has revealed that just 34 per cent of women feel prepared for retirement, compared with 53 per cent of men. Based on a survey of 2,250 Australians, ...

Following the recent departure of Paradice Investment Management’s head of retail distribution, the company has made two appointments to lead its wholesale distribution function. Paradice has welcomed ...

Marking a decade offering managed accounts in Australia, BlackRock has elaborated on the changes it has seen in their usage by financial advisers. Back in 2015, it said, only 4 per cent of new client ...

The increased bids for Insignia value the company at $3.3 billion, with Bain Capital, in particular, being persistent with the revised bid, marking its fourth offer. It was announced on 7 March that ...