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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Adelaide financial planning firm Retirement Strategies has been acquired by Calder Wealth Management (CWM). The firm was founded in 2002, while CWM was founded 50 years ago. The two businesses said ...

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 ...

PIMCO has confirmed the departure of its local managing director and named the successor to take up the position. Rob Mead has served at the fund manager for more than two decades and is currently its ...