Its first active ETF is the US Small Caps Active ETF, which was launched in November 2024 as the firm felt it was a differentiator for them to be in the US rather than Australian equities as well as ...

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 ...

Former wealth firm director Joshua Fuoco has been convicted of contempt of court, sentenced and permanently banned from being involved in financial services. Fuoco was formerly a director of advice ...

DASH declined to comment on what the capital raising would be used for or how much it is. David Kirk, Bailador co-founder and managing partner, said: “DASH has made very pleasing progress since we ...

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, ...

“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 ...

The Financial Advice Association Australia (FAAA) has confirmed it has met with newly appointed Minister for Financial Services, Daniel Mulino. Mulino was appointed by Prime Minister Anthony Albanese ...

As well as understanding the right option, advisers are also popular in helping investors navigate risk, understand liquidity, and integrate alternatives within their broader asset allocation. Part of ...

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 ...

La Trobe Financial has announced the launch of an ASX-listed private credit fund, offering a new funding avenue for the firm. The La Trobe Private Credit Fund (ASX: LF1) aims to raise between $100 ...

JP Morgan Asset Management (JPMAM) EMEA CEO, Patrick Thomson, has said strategic partnerships are the firm’s number one priority, reflecting the greater consolidation and M&A within financial services ...

A decade after being permanently banned from financial services, a former financial adviser will finally face court in WA following a failed bid to avoid extradition. Former financial adviser Marion ...