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 ...

“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 ...

Richard Quin, founder and chief investment officer, said: “We are pleased to welcome René and Joshua to the Bentham team at a time when investor demand for sophisticated credit solutions continues to ...

The FAR welcomed eight new entrants, while four new Australian Financial Services licencees (AFSLs) opened shop and two ceased operations. A total of 101 advisers were active with appointments and ...

Evidentia Group has hired a head of quantitative investments who joins the investment firm from AMP. Pierre-Hedzer Marchi was previously the head of quantitative research at AMP, a role he began in ...

Stockspot data has uncovered the top Australian suburbs boasting the greatest percentage of sustainable investors for financial advisers targeting these clients. Assessing 2,000 of its clients ...

Last year, Apex Group formed its own Australian super business – Apex Super – in partnership with Novigi. In light of the deal, over 100 specialised superannuation consulting and technology services ...

Overall net inflows for the month across the industry were $3.8 billion which pushed total funds under management to $273.7 billion. Speaking to Money Management last month, JPMAM’s global head of ...

As well as Restall’s promotion, Giulia Siccardo has been appointed as managing director and regional leader for Quinbrook’s North American division, joining from the US Department of Energy in ...

In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford discuss a busy week of announcements from ASIC, with submissions to its public and private markets paper ...

Earlier this year, it acquired a 60 per cent stake in Hobart-based Sky Advisers, marking its entry into the Tasmanian market. Sky Advisers was established in 1985 and previously offered financial ...

Just days after the last of its advisers officially exited the FAR, ASIC announced it has cancelled the licence of an AFSL caught up in the Shield and First Guardian collapses. ASIC has cancelled the ...