Betashares and Global X have announced they will both be launching new products focused on defined income and Chinese equities, respectively. Global X has announced it will launch the Global X China ...

Count Gold Coast has entered into binding agreements to acquire clients of two accounting businesses, providing new opportunities for its financial advisers. The Queensland-based equity partner – ...

Two fund managers have unpacked why financial advisers are essential to their debut in the exchange-traded fund (ETF) space. The Australian ETF industry has seen an array of new players entering for ...

In this week’s special edition of Relative Return Insider, we bring you outgoing Financial Services Minister Stephen Jones’ keynote from Momentum Media’s Election 2025 event, followed by a Q&A focused ...

Having rejected the possibility of going ASX-listed, Mason Stevens’ CEO details why the wealth platform went down the private equity (PE) route and how it intends to accelerate its growth ambitions.

South Australian financial advice firm Calder Wealth Management (CWM) has announced a strategic partnership with a risk advice firm. CWM has formed a strategic partnership with risk advice firm Life ...

ASIC has released the latest financial adviser exam results with the first exam of 2025 seeing a strong start in passes. In the March exam, held on 6 March, some 241 candidates sat the exam and 73 per ...

Holding portfolios that are too complex can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquisition. Speaking on a webinar, Mitch Ramsbotham ...

Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company. Rohan Mead, who first joined the ...

A growing trend in the platform is how to look after individuals who have been orphaned by their advisers, particularly for superannuation trustees trying to meet member interests, according to ...

An increased number of products rated following the boom in private markets funds have seen revenue at Lonsec Research & Ratings rise to $21.4 million. In the results for parent company Generation ...

PM Capital’s Global Opportunities Fund has made a binding offer to acquire the two listed investment companies run by Platinum Asset Management. The firm has made non-binding, indicative proposals to ...