Another week of double-digit new entrants has kept the profession in a positive growth position while several of the biggest licensees recorded adviser losses. This is thanks to another 11 new ...

As the advice industry reaches an inflection point in M&A and consolidation in its search for scale, research suggests that using the old ‘growth for growth’s sake’ strategy will only increase ...

Its first three mandates come from ek Private Advisory, Capella Advisory, and United Advisory. ek is a private client advisory firm, Capella is a multi-practice licensee, and United Advisory is an ...

As the ETF market becomes increasingly attractive for investment managers, a State Street specialist argued that launching the fund is the “easy part”. When it comes to investment vehicles, ETFs are ...

Capstone Financial Planning has opened the doors on a new venture, CapBack Licensee Solutions, as an offshoot of the business focused on supporting self-licensed practices. CapBack is a comprehensive ...

L1 Capital has raised $900 million in the IPO for its new listed L1 Gold fund. It was announced earlier this month that L1 Capital was seeking to raise between $500 million – $1 billion for a listed ...

With the Australian advice market continuing to attract private equity (PE) interest, a Dimensional head said advisers need to acknowledge the power of this capital in unlocking growth opportunities.

The global technology funds will track the FTSE All World Technology 300 Capped Net Tax Index, which includes approximately 300 stocks across more than 20 countries. The funds will have exposure to ...

When it comes to navigating complex life events, close collaboration between financial advisers and lawyers can reduce friction and ensure “healthier outcomes” for clients. The Financial Advice ...

As active managers rush to capitalise on ETF opportunities, Betashares argues the ongoing underperformance of these funds only strengthens the case for passive and smart beta strategies. ETFs have ...

The Financial Advice Association Australia (FAAA) says its hopeful ASIC’s inquiry into managed accounts will produce an update by the end of the year, but the association CEO flagged potential ...

Ironbark Financial Group has enacted a restructure to bring its 15 businesses under a unified brand across its three key sub-divisions as part of an ongoing strategy to position itself as a trusted ...