Over the same period, the levy for advisers has risen from $24.1 million in FY25 to $78 million in FY26 and is set to reach an expected $120 million in FY27, with 90 per cent of complaints to the CSLR ...

The second annual Australian Wealth Management Awards is here to bring you an unparalleled awards program that identifies the top businesses and professionals in the wealth management industry across ...

After the inaugural Women in Finance Summit sold out in record time in 2023, we’re back for 2024 with a bigger and better program providing women in financial services in Australia with a platform to ...

SG Hiscock has appointed American Century’s former Australian head of wholesale to its distribution team in the head of researchers and consultants position. The Australian fund manager, which has ...

A total of 30 winners took home trophies across 25 individual and five group categories, selected from over 250 worthy finalists. Winners were announced across categories that spanned the breadth of ...

Newly launched advice business Freshwater Wealth is doubling down on its growth strategy as it looks to scale up its adviser footprint and Sydney client base. Last week, Freshwater Wealth officially ...

Earlier this year, FSI also announced the closure of four investment teams, namely Australian Fixed Income, Global Credit, Equity Income and Emerging Companies. These teams encompassed 10 funds ...

With LGT Crestone completing its acquisition of CBA’s advice firm, Money Management details the M&A activities of the second quarter so far. LGT Crestone confirmed this week that it had completed the ...

Platinum Asset Management has announced co-chief investment officers Andrew Clifford and Clay Smolinski are to step down from their roles. Clifford, who has worked at Platinum for 31 years and is a ...

“For many high-net-worth investors, a 10–20 per cent illiquidity bucket may be appropriate given their wealth, income and cash flow needs. Once the adviser has determined the illiquidity bucket, they ...