Personalisation, private markets, and access to public markets are three core portfolio trends that will shape portfolios ...

Platforms are trying to streamline their processes and increase efficiency, which has led to a “war on inefficiency” ...

Investment manager Barings will be joint lead arranger of a $345 million of senior secured credit facilities supporting AZ Next Generation Advisory.

The prudential regulator’s latest fund-level expenditure data shows funds’ advice costs totalled $1.7 billion in FY24, ...

The Financial Advice Association of Australia has called for major changes to the way AFCA and the CSLR operates, including ...

A whitepaper from Zurich has found a significant financial burden associated with the treatment of many medical conditions in ...

Australia isn’t the only country suffering from a financial adviser shortage, with both the UK and the US reporting low numbers of advisers and a growing demand for advice. All three countries have ...

ASIC will interrogate the potential risks with private market investing for retail clients and assess whether the opportunity of democratisation to access is outweighed by the exposure to risk with ...

The Federal Court has frozen assets of financial adviser Ferras Merhi, who was caught in the middle of the ASIC investigation into the collapse of the $480 million Shield Master Fund. Merhi controls ...

Fitzpatricks Group has emerged from the shadows following a period under the radar thanks to a restructuring by new chief executive Andrew Fairweather. In his first major interview since taking the ...