Over the same period, the levy for advisers has risen from $24.1 million in FY25 to $78 million in FY26 and is set to reach an expected $120 million in FY27, with 90 per cent of complaints to the CSLR ...

The development of semi-liquid private equity funds is providing a way for wealth managers to get easy access to the asset class, according to a panel. Semi-liquid funds are those which offer a ...

In this week’s episode of Relative Return Insider, Professor Robert Brooks of Monash Business School joins the show to unpack the economic and market implications of rising tensions between Israel and ...

Rising advice fees has prompted Radar Results to increase its price guide to a minimum of $3,000 per client. Investment Trends previously discovered advice firms with a profitability of 40 per cent or ...

International advice group Findex has a newly created senior role to spearhead its M&A and growth operations across Australia and New Zealand. The firm announced the appointment of Brent Matuschka as ...

Despite the perception that short-term market events shouldn’t affect portfolio decisions, Praemium research finds 60 per cent of advisers have made portfolio changes in response to US President ...

Investment consultancy Ascalon Capital has appointed a new partner, who joins from 20 years at Zenith Investment Partners, as well as a new chief executive. Ben Davis joins Ascalon from Zenith ...

Platinum Asset Management has provided an update on the possibility of a merger between the asset manager and L1 Capital following a period of discussions. It was announced in May that the two firm ...

BT has appointed global fund manager Wellington Management to launch the Global Opportunistic Value Fund for Australian financial advisers. The global equities contrarian value fund is described as an ...

Lewthwaite suggested Macquarie’s Global Yield Maximiser Active ETF which invests in high yield and leveraged credit between BBB-B. Launched this February, this ETF invests in high yielding fixed ...

Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025. Now in its second year, the Australian Wealth Management Summit is ...

Jessica Tan, head of Americas for global product solutions at BlackRock, said: “Active ETFs have seen tremendous growth. In 2019, active ETFs made up 2 per cent of the market and today, they make up 9 ...