The new year provides an opportunity to reflect on the broader trends in markets and economies while rethinking the major themes that shape investment strategies. Next year there are more reasons than ...

AMP MyNorth has announced a number of enhancements to its sustainable managed portfolios amid strong demand from advisers for value-aligned investment options. Launched in 2020, the portfolios are ...

A significant rise in pass rates for financial adviser exams in 2024 signals an encouraging shift, however a notable gap remains between those qualified and those practicing, according to Wealth Data.

GQG Partners has closed fundraising on its initial private markets fund, having raised $145 million. In March, the firm acquired stakes in Avante Capital Partners, Proterra Investment Partners and ...

The deal between Perpetual and KKR is in doubt after the Australian Taxation Office (ATO) significantly reduced the estimated cash proceeds for shareholders due to a tax liability. Earlier this year, ...

Former BT sales executive, Sarah Hegarty, has taken up the role of senior director of wholesale distribution at HMC Capital. Hegarty joins from multiboutique firm Solomons Wealth Management where she ...

When it comes to engaging younger clients, Fidelity has unpacked potential concerns of this generation when it comes to seeking advice as well as how they prefer to interact with their adviser.

Experienced quantitative researcher Warwick Schneller has taken up a new role, joining Scientific Beta as the head of investment solutions, Australia and New Zealand. Effective 9 December, he will be ...

Financial advisers who optimise client referrals to achieve organic growth will be best placed for success in 2025, according to Dimensional, and could attract attention from overseas acquirers. The ...

Insignia Financial has entered into an initial agreement with fund administrator SS&C Technologies to transform its Master Trust business. This will see SS&C provide administration and technology ...

Financial advisers are demonstrating interest in smart beta ETFs, with the number of available funds rising to 71 this year. Smart beta is a type of investment that combines the benefits of passively ...

The RBA’s last rate hike occurred in November last year, marking its 13th since it commenced its tightening cycle in May 2022. Since then, trimmed mean inflation has eased from above 5 per cent ...