A Sydney financial adviser has been permanently banned from providing any financial services, having had his firm’s Australian Financial Services Licence (AFSL) cancelled a year ago. Peter Surtenich ...

Advisers may struggle to meet their ethics CPD requirements, but the learnings are paying off as research finds it has helped to reduce adviser misconduct and financial fraud. Under their mandatory ...

Lonsec Investment Solutions (LIS) is set to launch a new alternative asset investment solution for financial advisers and their high-net-worth (HNW) clients. The LIS growth alternatives (LGA) ...

The Australian Financial Complaints Authority (AFCA) has shared how much its member fees will rise in the next financial year. As part of its annual fee review process, the organisation said it will ...

ETF assets experienced a rare fall in February, with the sector losing more than $2 billion during the month, according to Betashares. In its latest monthly update, Betashares said ETF assets ...

Wealth managers have said they are experiencing difficulties in aligning their company’s in-house views with the ever-increasing needs of clients, according to MSCI. One of the features of wealth ...

Marking a decade offering managed accounts in Australia, BlackRock has elaborated on the changes it has seen in their usage by financial advisers. Back in 2015, it said, only 4 per cent of new client ...

Bfinance Australia has shared five questions to ask when considering a semi-liquid private equity fund as their assets under management reach US$30 billion. Semi-liquid funds have become popular in ...

Perpetual has confirmed an internal C-suite appointment to drive its business transformation, following the failed KKR deal last month. The investment manager has internally promoted Song Hong to the ...

GQG Partners has announced its funds under management for February but reported lower net flows during the month. Total FUM stood at US$160.5 billion ($254.6 billion) which was largely unchanged from ...

The days of “lunch and a handshake” are long gone for alternative fund managers, Bain & Company has said, as they will need a slick sales organisation to benefit from the huge source of capital in ...

Research commissioned by Colonial First State (CFS) has revealed that just 34 per cent of women feel prepared for retirement, compared with 53 per cent of men. Based on a survey of 2,250 Australians, ...