The financial advice industry is experiencing a “champagne problem” regarding pricing, with advice firms seeing no need to cut their prices to remain competitive. In a Morningstar webinar, Daniel ...

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 ...

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 ...

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 ...

AFCA chief executive, David Locke, has urged its financial services firm members to utilise their internal dispute resolutions more if they want to see a reduction in their AFCA fees. Speaking on the ...

Three months on from the first Insignia Financial bid from Bain Capital, what developments have taken place and how have the firm’s shareholders benefitted? Last year, Insignia Financial announced a ...

At least three global asset managers are expected to enter the Australian ETF market this year, according to State Street. The global ETF service provider’s 2025 Global ETF Outlook estimated Australia ...

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 ...

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 ...

Lonsec Research and Ratings has been announced as research partner for the annual Fund Manager of the Year Awards. Run in partnership with research partner Lonsec Research & Ratings, the Fund Manager ...

Wealth managers globally have said they are highly likely to increase their allocations to active ETFs, according to MSCI. The index providers’ report, Emerging Trends in Wealth Management, surveyed ...