While January was a quiet month, the year’s launches kicked off in February with VanEck’s Global Listed Private Credit (AUD Hedged) ETF (ASX: LEND), believed to be Australia’s first global listed ...
As the year comes to an end, Money Management takes a look at the biggest announcements that shocked the financial advice industry in 2024. The past 12 months have seen several milestone moments for ...
While January marked a seemingly slow start to the year, February saw BlackRock promote Jason Collins, the firm’s deputy head of Australasia and head of ETF and index investments, to become its next ...
As licensees endeavour to meet their breach reporting obligations as part of a broader compliance culture, a legal expert has emphasised why robust documentation will prove fruitful, particularly in ...
As the year draws to a close, a new report has explored the key trends and areas of focus for financial advisers over the last 12 months. Collating data from over 9,000 users, Ensombl’s Adviser ...
Assured Support explores five tips to help financial advisers embed compliance into the heart of their business ahead of 2025. With many practices treating compliance as a once-a-year task, Assured ...
Betashares has named the top Australian suburbs with the highest spare cash flow, shining a light on where financial advisers could eye out potential clients. The Betashares Financial Opportunity ...
David Sipina has been sentenced to three years under an intensive correction order for his role in the unlicensed Courtenay House financial services. The former contractor and promoter of Courtenay ...
Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with Adamantem Capital. Based in Sydney, private equity firm Adamantem manages over $2 billion in assets ...
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 Magellan managers Michael Poulsen and Kris Webster have shared their learnings from setting up and running their own boutique fund manager Canopy Investors. The pair previously worked together ...
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 ...