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 ...

Reach Alternative Investments has entered into a strategic partnership with Russell Investments to bolster its wholesale private markets. Through the partnership, Reach Alts will leverage Russell ...

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 ...

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 ...

North and Betashares have joined forces to create a targeted geared retirement series utilising internally geared exchange-traded funds (ETFs). The investment platform announced it has extended its ...

Money Management examines the share price of financial advice licensees over one year to 31 March, with M&A actions having a positive effect. During the year, the top-performing licensees were WT ...

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 ...

With Q1 of the 2025 calendar year coming to a close, the Australian funds management industry has seen a range of major appointments and departures. Money Management takes a look at some of the most ...

Advice licensee WT Financial Group has detailed a joint venture with the local subsidiary of New York-based financial advice investor Merchant Wealth Partners (Merchant). Founder and CEO Keith Cullen ...

In this episode of Relative Return, host Laura Dew is joined by Andrew Lockhart, managing partner at Metrics Credit Partners, to discuss the attraction of real estate debt and why it can be a ...

The global alternative asset manager has welcomed an experienced distribution lead to its leadership team. MA Financial has appointed Renee Oldfield as executive director in the asset management ...