Two financial advice professionals have shared their tips for success when building an effective Professional Year (PY) program as more advisers look to bring on junior staff. The latest financial ...

Donald Trump’s presidency has already begun reshaping the corporate and political landscape in the US, with executive orders rolling back diversity, equity, and inclusion (DEI) initiatives and clean ...

There has been a “noticeable uptick” in the use of smart beta ETFs by sophisticated investors, according to Betashares. The ETF provider found smart beta ETFs captured $6.6 billion in net flows during ...

Final numbers are in for the 2024 calendar year, showing the financial planning (holistic advice) business model saw the largest growth in terms of new licensees. According to Wealth Data, financial ...

Insignia Financial has announced total quarterly net inflows of $2.3 billion as well as a third bid from Bain Capital. In its quarterly results for the three months to 31 December, it said total net ...

Contrary to the “set and forget” perception of exchange-traded funds (ETFs), Generation Z and Millennial investors are actively engaging with and trading these passive vehicles, according to NAB. New ...

Adviser Ratings has explored how advice businesses can adopt more transparent and client-centric fee models in 2025. The first tranche of the Delivering Better Financial Outcomes (DBFO) reforms, which ...

Regal Funds Management saw total net inflows of $2.1 billion during 2024, with flows primarily going into long/short equities and multistrategy vehicles. In an ASX update, the fund manager said $1.1 ...

A new co-portfolio manager has joined Tyndall Asset Management to help strengthen the performance of its small companies portfolio. The Australian equity investment manager has appointed Josh Phillips ...

Natixis Investment Managers is to merge with a global fund manager to create a firm with a combined $3.1 trillion in assets under management. The firm’s parent company Groupe BPCE has signed a ...

Platform consolidation is expected to accelerate among financial advisers this year, as software company Finura pinpoints which two platforms are set to be the winners. According to the wealth ...

Iress has announced several appointments in its APAC wealth propositions team. The software provider confirmed that it has expanded the team with a number of newly created roles, focusing on executing ...