Vanguard has announced a strategic alliance with two US asset managers to develop multi-asset solutions for US financial advisers which combine public and private markets. The index giant will ...

Financial advice firm DOD Bookkeeping has been penalised in the Federal Court for providing ‘cookie cutter advice’ to clients. DOD, formerly known as Equiti Financial Services, was penalised over $11 ...

Lonsec and SQM have highlighted manager selection as a crucial risk for financial advisers when it comes to private market investments. Unlisted markets are becoming increasingly integral in the ...

Prime Financial has flagged larger transactions will become a hallmark of its M&A strategy moving forward, as it seeks to step away from its “sleeping giant” reputation. Earlier this week, the firm ...

Selfwealth’s acquirer, Syfe Group, has said the firm is hopeful of opportunities from the mass affluent population as it believes a gap exists between DIY brokerage and financial advisers. Selfwealth ...

Financial advice businesses with a younger, wealthier client base are enjoying higher valuations and increased attention from potential buyers. According to M&A consultant Radar Results’ latest ...

Australia’s “sophisticated” financial services industry is a magnet for offshore fund managers, according to a global firm. Financial advisers are increasingly looking to ETFs as an investment vehicle ...

Insignia Financial has experienced total net outflows of $1.8 billion in the most recent quarter as a result of client rebalancing. In its quarterly results for the three months to 31 March, it said ...

Macquarie Asset Management (MAM) has indicated its desire to commit to the fast-growing wealth business in Australia by divesting its North American and European public investment business. The firm ...

With the federal election just days away, how have adviser numbers changed over the last three years of the Labor government? The last federal election was held on 21 May 2022 and won by Anthony ...

Recruitment firm Kapital Consulting, which specialises in recruiting technology roles for financial services firms including investment and asset managers, has detailed salaries for technology roles.

As ASIC looks to publish firm-level data on the internal dispute resolution (IDR) regime, a compliance professional has warned it could lead to unintended consequences. The corporate regulator ...