The financial advice industry is experiencing a “champagne problem” regarding pricing, with advice firms seeing no need to cut their prices to remain competitive. In a Morningstar webinar, Daniel ...

A Sydney financial adviser has been permanently banned from providing any financial services, having had his firm’s Australian Financial Services Licence (AFSL) cancelled a year ago. Peter Surtenich ...

At least three global asset managers are expected to enter the Australian ETF market this year, according to State Street. The global ETF service provider’s 2025 Global ETF Outlook estimated Australia ...

AFCA chief executive, David Locke, has urged its financial services firm members to utilise their internal dispute resolutions more if they want to see a reduction in their AFCA fees. Speaking on the ...

Advisers may struggle to meet their ethics CPD requirements, but the learnings are paying off as research finds it has helped to reduce adviser misconduct and financial fraud. Under their mandatory ...

Three months on from the first Insignia Financial bid from Bain Capital, what developments have taken place and how have the firm’s shareholders benefitted? Last year, Insignia Financial announced a ...

Lonsec Investment Solutions (LIS) is set to launch a new alternative asset investment solution for financial advisers and their high-net-worth (HNW) clients. The LIS growth alternatives (LGA) ...

As the number of high-net-worth individuals in Australia passes 42,000, Knight Frank has delved into the luxury goods they are purchasing and whether they are outpacing financial markets. The Knight ...

Wealth managers globally have said they are highly likely to increase their allocations to active ETFs, according to MSCI. The index providers’ report, Emerging Trends in Wealth Management, surveyed ...

ETF assets experienced a rare fall in February, with the sector losing more than $2 billion during the month, according to Betashares. In its latest monthly update, Betashares said ETF assets ...

Research commissioned by Colonial First State (CFS) has revealed that just 34 per cent of women feel prepared for retirement, compared with 53 per cent of men. Based on a survey of 2,250 Australians, ...

Wealth managers have said they are experiencing difficulties in aligning their company’s in-house views with the ever-increasing needs of clients, according to MSCI. One of the features of wealth ...