Active ETFs are gaining traction in Asia-Pacific as wealth managers seek to blend the low-cost fees of passive with active management. According to the latest global Natixis Wealth Industry survey, 92 ...

Holding portfolios that are too complex can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquisition. Speaking on a webinar, Mitch Ramsbotham ...

ASIC has released the latest financial adviser exam results with the first exam of 2025 seeing a strong start in passes. In the March exam, held on 6 March, some 241 candidates sat the exam and 73 per ...

Despite nearly four in 10 investors holding cryptocurrency, three of Australia’s largest financial advice groups do not offer advice on such products. Findings from CoreData recently uncovered that ...

The first quarter of the calendar year was a busy period for fund managers launching new ETFs, ranging from cryptocurrency funds to fixed income products. A dozen Australian fund managers announced ...

The acquisition of Mason Stevens by Adamantem Capital has reached completion, as the wealth platform looks to ramp up its growth strategy. It was first announced last December that Sydney-based ...

Digital advice provider Otivo has launched an interactive tool, powered by artificial intelligence (AI) and Otivo’s own advice engine, to help answer client questions. After teasing the announcement ...

A former IOOF chief executive and managing director of Centrepoint Alliance has joined the board of COG Financial, which previously made a bid to acquire Diverger. COG has appointed Tony Robinson as ...

Global X’s third gold-focused exchange-traded fund (ETF) in Australia has hit the ASX for advisers and investors seeking an alternative way to access the commodity. The Global X Gold Bullion (Currency ...

As the financial advice profession continues to wait on further legislation, industry commentators have encouraged advisers to act now in driving practice efficiency. Minister for Financial Services, ...

New Zealand’s regulator is following the footsteps of its Tasman neighbours and conducting a review on improving the accessibility of financial advice. The Financial Markets Authority (FMA), which is ...

Anthony Doyle has returned to Pinnacle, less than two months after leaving to join Schroders as an investment director. Doyle previously worked at Pinnacle affiliate Firetrail Investments as its head ...