National recognition of both individuals and firms in independent financial advice was at the forefront of the prestigious ifa Excellence Awards, with the 2025 event once again delivering an ...
ASIC has released the results of the latest financial adviser exam, held in November 2025. The November exam was sat by 308 people and had a pass mark of 67.5 per cent, representing 208 people. This ...
Allianz Retire+ has appointed two individuals to support its reach of retirement income specialists with financial advisers. Lauren Matthews has been appointed as senior retirement income specialist ...
First Sentier Investors (FSI) has launched its second active ETF on the ASX, offering advisers an ETF version of its Ex-20 Australian Share strategy. The First Sentier ex-20 Australian Share Fund ...
A partner at Koda Capital, who joined the firm from almost a decade in advice roles at AMP, has departed the wealth manager. Brisbane-based Cassandra Hinze had worked at the private wealth firm since ...
Real estate fund manager Centuria Capital has acquired Arrow Funds Management, a specialist agriculture fund manager. This will give Centuria the management rights to the unlisted agricultural real ...
BlackRock Australia plans to launch a Bitcoin ETF later this month, allowing advisers to access the cryptocurrency without needing to hold it directly. The iShares Bitcoin ETF (IBIT) is set to be ...
Global investment management firm Fidante, part of Challenger Limited, has formed a strategic partnership with London-based Fulcrum Asset Management. Founded in 2004, Fulcrum is a $12.6 billion liquid ...
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 ...
ASIC has canceled the AFSL of Sydney-based asset consultant and research firm. CPG Research & Advisory, which operated in the Sydney CBD, saw its AFSL cancelled after ASIC became aware that CPG had ...
Platform HUB24 has launched a client reporting solution to improve adviser reporting across custody and non-custody assets. The firm said it understood many advisers still manually report on ...
Private wealth firm Escala Partners is seeking to become a leading player in the Australian advice landscape, helped by backing from US player Focus Financial. It was announced in July that private ...