Private wealth firm Escala Partners is seeking to become a leading player in the Australian advice landscape, helped by backing from US player Focus Financial. It was announced in July that private ...

APRA has issued a letter to platform trustees, calling on them to urgently improve their onboarding practices and monitoring to safeguard investments held on platforms. This follows the information ...

A “large dependency” on research houses, poor performance indicators, and a failure to close underperforming options are among platform trustee problems flagged by APRA. On 7 October, APRA issued a ...

No new ETFs were launched in July, a quiet break for fund managers after 36 ETFs were listed in the first six months of the year. Launched in August, the Global X Australia 300 ETF (A300) will provide ...

ETF provider Global X has expanded its GARP ETF range with the launch of a vehicle focusing on Australian equities. The Global X S&P Australia GARP ETF (GRPA) will target 50 leading local companies ...

In the latest episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the latest Australian CPI data and their impact on future interest rate decisions. If the ...

With investors demonstrating a lack of private market understanding, an adviser has shared how his firm uses a tiered investment approach that varies based on his clients’ financial literacy.

ASIC has enacted civil penalty proceedings against Fiducian Investment Management Services (FIMS) alleging it breached its duties as a responsible entity and engaged in misleading and deceptive ...

Asset manager Janus Henderson has sold a minority stake in Victory Park Capital (VPC), a private credit manager it acquired from Pacific Current Group. Janus Henderson acquired the stake last August ...

Franklin Templeton has completed its global integration of Martin Currie into ClearBridge Investments following its scrapping of the brand earlier this year. In January, the firm announced that the ...

This year’s third quarter includes multiple chief executive appointments as well as the exit of several experienced portfolio managers who had worked at their firms for over a decade. Founding ...

The second annual Australian Wealth Management Awards brought an unparalleled awards program that recognised the top businesses and professionals in the wealth management industry across the nation.