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 ...
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 ...
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 ...
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 ...
GloryHouse was founded earlier this year by advisers Garth Hu and Cathy Ding and offers advice to ultra-high-net-worth (UHNW) family offices and sophisticated investors. The firm provides a wide range ...
J.P. Morgan Asset Management (JPMAM) has collaborated with Betashares to offer two multi-asset funds on the ETF provider’s self-directed Direct platform. The Betashares Direct platform was launched in ...
At the FAAA Congress in Perth this week, fintech firm HUB24 announced it is developing an integrated advice solution, myhub, to address productivity challenges in the industry. According to Adviser ...
T. Rowe Price has launched a Flexible Credit Income Fund in partnership with Oak Hill Advisors, bringing Oak Hill’s multi-strategy credit approach to Australian investors for the first time. The ...
Magellan fund manager Arvid Streimann has resigned after an investigation into allegations he had a workplace relationship with a junior employee. In a statement, responding to claims made by the ...
The Financial Advice Association Australia (FAAA) is to launch an initiative to boost adviser numbers, offering support for Professional Year candidates and their supervisors. Speaking at the FAAA ...
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