In an update for investment advisers at Merrill Lynch, it said advisers will be allowed to consider four bitcoin ETFs for between 1-4 per cent allocations for its wealth management portfolios ...

The first adviser numbers have been revealed for the start of 2026, showing the impact of the education deadline which came into force at the end of last year. In an update covering the period from 18 ...

Magellan Financial Group has announced its flow movements for the December quarter, showing a return to outflows from retail investors. The fund manager announced in June that it would be switching ...

GQG Partners has appointed a chief financial officer, 10 months after the departure of Melodie Zakaluk. In an ASX announcement on 2 January, GQG Partners said Charles Falck had assumed the role of ...

AMP Limited has launched a new planner training and development program replacing its Horizons program – Adviser Pathways. The company announced the program was based on a minimum degree standard as ...

As the 1 January 2026 education deadline looms, the Financial Advice Association Australia (FAAA) is predicting as many as 1,000 advisers could exit the profession, triggering a significant experience ...

In accordance with the Corporation Amendment (Professional Standards of Financial Advisers) Act passed in 2016, individuals who are unable to meet the experience pathway criteria and wish to continue ...

Blackwattle Investment Partners will be launching a mentorship program to empower more women into the funds management industry. The Australian investment manager – which was established early last ...

The acquisition of Mason Stevens by Adamantem Capital has reached completion, as the wealth platform looks to ramp up its growth strategy. It was first announced last December that Sydney-based ...

A former investment manager has been charged with insider trading regarding a potential takeover of Platinum Asset Management. Rodney Forrest was charged with trading and procuring others to trade ...

Australia’s largest advice licensee Entireti has acquired licensee solution provider IOOF Alliances from Insignia. This will merge IOOF Alliances with existing Jigsaw Advice Solutions, which it ...

Generation Development Group (GDG) is to acquire 100 per cent of Evidentia Group to create a managed account provider with over $25 billion in funds under management (FUM). Evidentia was launched in ...