Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam is unethical.

Betashares is to merge its managed account business with InvestSense to form a purpose-built, comprehensive option for financial advisers that will have $8 billion in funds under management (FUM).

Scarcity Partners believes the dynamics playing out in the managed account and outsourced chief investment officer market are “here to stay” based on positive developments in financial advice.

Stockbrokers and Investment Advisers Association chief executive, Judith Fox, is set to retire at the end of this year.

ASIC has permanently banned a financial adviser after he allegedly concealed information from clients and misused client funds, among other breaches.

Two advice platforms have been identified by Adviser Ratings as standouts for efficiency as time-pressured advisers become evermore fickle in their platform selection.

Platinum Asset Management has entered into binding terms for a merger with L1 Capital with the firm to be renamed upon completion.

Determinations by the FSCP since the start of 2025 are almost double the number in the same period of 2024, with non-concessional contribution cap errors and incorrect advice among the issues.

Private wealth manager Escala Partners has increased its alternatives allocations to more than a third in the past three years, describing the asset class as offering “fertile ground” for ...

Global credit can be a useful diversifying asset class for Australian investors. It can offer higher income than cash, with less risk than shares, while bringing diversification benefits that can ...