The Reserve Bank of Australia (RBA) has lowered rates to a level not seen since mid-2023. After delivering its first rate cut in over four years in February, the new-look RBA announced a second cut on ...

There have been strong numbers of returning advisers this year so far, according to Wealth Data, with 191 reported to date. Since the start of 2025, 180 individuals entering the industry have been new ...

The firm, which has offices in Victoria and South Australia, has acquired Next Step PMD Financial Planning to strengthen its footprint in Victoria. The acquisition includes the transfer of a ...

Speaking on a Morningstar webinar, Lucie Bishop from Revolution Asset Management and John Woods from Australian Ethical discussed the convergence of public and private markets. The pair were asked by ...

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 ...

Over half of advice practices are achieving profit margins of 20 per cent or more, according to Adviser Ratings, but practices with more than five advisers are seeing a significant revenue boost. Data ...

Adviser Ratings’ Q1 2025 Musical Chairs Report has revealed that advisers need to charge an average of between $3,000 and $4,000 per client annually just to remain viable and cover the mounting costs.

Franklin Templeton is launching its second alternatives fund for Australian wealth clients, focusing on private equity investment opportunities. Teaming up with secondary and co-investment fund ...

Insignia Financial has announced the status of the two private equity bidders as due diligence comes to an end. Due diligence comes to an end tomorrow (15 May), having been extended by a month from ...

The advice community has reacted to the re-election of the Labor Party for a second term. Last weekend, Anthony Albanese was re-elected to lead Australia as Prime Minister for a second term, defeating ...

Shaw and Partners has welcomed four new hires from Bell Potter Securities, strengthening its presence in the Queensland advice market. The investment and wealth management firm appointed Dwight ...

The 60:40 model is no longer fit for purpose, but private assets can help save portfolios from market turmoil, writes Brendan Gow. The recent volatility in global public markets — both on the ASX and ...