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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 ...
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 ...
Lonsec and SQM have highlighted manager selection as a crucial risk for financial advisers when it comes to private market investments. Unlisted markets are becoming increasingly integral in the ...
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 ...
In this week’s special episode of Relative Return Unplugged, we present shadow treasurer Angus Taylor’s address at Momentum Media’s Election 2025 event, followed by a Q&A covering the Coalition’s ...
Despite nearly four in 10 investors holding cryptocurrency, three of Australia’s largest financial advice groups do not offer advice on such products. Findings from CoreData recently uncovered that ...
The organisation, which provides the prestigious Chartered Financial Analyst qualification among others, said it will rename its Certificate in ESG Investing next month. It said: “Since the ...
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 ...
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 ...
Platinum Asset Management has announced co-chief investment officers Andrew Clifford and Clay Smolinski are to step down from their roles. Clifford, who has worked at Platinum for 31 years and is a ...
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