Adviser Ratings’ Q3 2025 Musical Chairs report has revealed that almost 400 advisers joined the Financial Adviser Register (FAR) in the last quarter, bolstering the profession as it prepares for ...
As many advisers prepare for retirement, business advisory firm Business Health has said that advisers need to be taking a proactive approach to internal succession planning discussions with clients.
Passive ETFs are seeing stronger flows than their active counterparts despite the proliferation of active launches this year, according to Morningstar. In its Australian Asset Manager report for Q3 ...
After three weeks of struggling gains, this week has marked a return to strong growth for adviser numbers. In this week’s Padua Wealth Data covering the week to 23 October, the industry reported net ...
Investment manager Drummond Capital Partners has announced a series of appointments to expand its distribution reach with advisers nationwide. Catherine Cooke joins as regional manager for NSW, Luke ...
Blackwattle Investment Partners has hired a trio from First Sentier Investors to run its first Equity Income Fund. Rudi Minbatiwala, Jason Moodie, and Marlon Chan have worked together for the past 17 ...
Platform HUB24 has launched a client reporting solution to improve adviser reporting across custody and non-custody assets. The firm said it understood many advisers still manually report on ...
Private wealth firm Escala Partners is seeking to become a leading player in the Australian advice landscape, helped by backing from US player Focus Financial. It was announced in July that private ...
Chief distribution officer at Allianz Retire+ Brendon Rodda has departed after less than two years to take up a senior role at Generation Life. Rodda joins Generation Life effective immediately as ...
In our new “Ahead of the Curve” series, in partnership with fund manager MFS Investment Management, Money Management will explore all things fixed income. The dedicated educational series of expert ...
Zenith Investment Partners has reaffirmed its ratings across Metrics Credit Partners’ suite of funds, a week after rival research house Lonsec downgraded several of the private credit manager’s ...
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth (KPW), while Ord Minnett has hired a private wealth adviser from Morgan Stanley. Kennedy is described as an independent, ...
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