ASIC has banned a former AFSL director after he failed to adequately address fees-for-no-service conduct by one of his firm’s representatives. Brendan Rodwell was a director at Crown Wealth Group, but ...

Russell Investments has partnered with financial advice firm Invest Blue to launch the Cornerstone Private Markets Managed Portfolio, to expand private market access for Australian advised investors.

The experience of public markets can be viewed as a cautionary tale for private markets that growth may be strong currently, but the future could be less profitable and more operationally challenging, ...

Insignia Financial has reported net inflows of $448 million into its asset management division in the latest quarter amid a total $1 billion inflows. In its data for the last three months to 30 ...

Two Australian fund managers have been singled out by Morningstar for their ability to achieve consistent performance despite most managers witnessing underperformance of the ASX 200. In its ...

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice in regard to clients establishing SMSFs. Jovan Videkanic was banned from providing financial services, controlling an ...

As the number of Australian family offices increases, KPMG’s latest report found that local C-suite salaries in these firms tend to fall below their international counterparts. A “family office” is ...

ASIC has cancelled the Australian financial services (AFS) licence of Wealth Trail after the Compensation Scheme of Last Resort (CSLR) made a payment for a complaint against the firm. Wealth Trail, ...

Welcome to the latest edition of the Money Management Portfolio Construction Guide, where we explore and demystify five essential asset classes for financial advisers. In this edition, we take a deep ...

Event date: Friday, 14 November 2025 Venue: Hyatt Regency Sydney Welcome reception: 6:30pm AEDT Official start: 7:00pm Dress: Black tie This national awards program was designed to recognise and ...

Financial advice group Wealth Architects has seen a global insurance platform acquire a majority shareholding, the latest in overseas interest in Australian financial advice. The firm, which is led by ...

E&P Financial Group’s chief financial officer and joint company secretary, Stephen Hill, has announced his departure in June as the firm fills the position internally. The firm announced that Hill ...