Allianz Retire+ has appointed two individuals to support its reach of retirement income specialists with financial advisers. Lauren Matthews has been appointed as senior retirement income specialist ...

Financial advice practice Eureka Whittaker Macnaught is in the process of acquiring three firms to boost annual revenue to $25 million. The Sydney-headquartered firm, which also has multiple offices ...

LGT Wealth Management is maintaining a neutral stance on US equities going into 2026 as it is worried whether the hype around AI euphoria will continue. Commenting on its portfolio positioning, the ...

First Sentier Investors (FSI) has launched its second active ETF on the ASX, offering advisers an ETF version of its Ex-20 Australian Share strategy. The First Sentier ex-20 Australian Share Fund ...

ASIC has released the results of the latest financial adviser exam, held in November 2025. The November exam was sat by 308 people and had a pass mark of 67.5 per cent, representing 208 people. This ...

National recognition of both individuals and firms in independent financial advice was at the forefront of the prestigious ifa Excellence Awards, with the 2025 event once again delivering an ...

Venue: Hyatt Regency, Sydney • Registration opens: 8:00am AEDT • Official start: 9:00am • Dress: Business Entering its third year, the Women in Finance Summit is an established movement providing ...

ASIC has filed proceedings in the NSW Supreme Court that claim Fortnum Private Wealth failed to meet its AFSL obligations due to inadequate policies, frameworks, systems and controls in place to deal ...

BlackRock Australia plans to launch a Bitcoin ETF later this month, allowing advisers to access the cryptocurrency without needing to hold it directly. The iShares Bitcoin ETF (IBIT) is set to be ...

An artificial intelligence (AI) tool designed to shake up traditional financial advice business models has launched to the public. Last November, Money Management covered the announcement of a new AI ...

A dozen high-profile female portfolio managers have joined forces on Future Generation Women, a new fund open to Australian wholesale investors. The fund will invest in both Australian and global ...

Eureka Whittaker Macnaught (EWM) and Foster Raffan iPlan have merged to form a multidisciplinary firm. The two advisory practices are both a part of the AZ NGA network and now have 20 financial ...