ASIC has confirmed the industry funding levy for the 2024–25 financial year and how much licensees can expect to pay. According to its annual Cost Recovery Implementation Statement (CRIS), ASIC said ...

“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 ...

Rob Coombe, GDG chairman, said: “I am delighted to welcome Peter to GDG’s board and look forward to his wealth of experience and expertise complementing the company’s strategic objectives.” Last year, ...

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 ...

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 ...

The former chief executive of stockbroker BBY has been charged with aiding, abetting, counselling or procuring the alleged dishonest conduct of BBY. ASIC alleges that between about 10 June 2014 and ...

Natixis flagged this optimism at their expected returns is at odds with individuals’ risk tolerance, with 83 per cent of investors globally describing themselves as “conservative” or “moderate” ...

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 ...

In its latest Australian Asset Manager report for the second quarter of 2025, Morningstar equity analyst Shaun Ler said: “With large passive shops using scale to lower prices to attract assets, active ...

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 ...

International advice group Findex has a newly created senior role to spearhead its M&A and growth operations across Australia and New Zealand. The firm announced the appointment of Brent Matuschka as ...

Fund manager Fidelity International has launched its first global equity separately managed account (SMA) for Australian investors, supported by wealth manager Emanuel Whybourne & Loehr. The Fidelity ...