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 ...

The iShares Core Global Aggregate Bond (AUD Hedged) ETF (AGGG) will invest in investment-grade global bonds, including government, securitised, and investment-grade corporate bonds across multiple ...

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, ...

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 ...

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, ...

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 ...

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 ...

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 ...

After exceeding $300 billion in funds under management last month, Betashares is forecasting the Australian ETF industry will reach $500 billion by the end of 2028 – two years ahead of its previous ...

With the intergenerational wealth transfer underway in Australia, wealth management firms are focusing both on attracting the next generation of clients and the next generation of advisers to service ...

As private markets garner mainstream attention, a panel of experts believe access to the asset class through managed accounts will become more widely available, providing opportunities for advisers to ...