13+ min ago   (276+ words) Three global investment advisory firms have ceased a research alliance after 13 years. The Global Investment Research Alliance (GIRA) was established by Frontier Advisors and US firm Segal Rogerscasey (now known as Segal Marco Advisors) in 2013 to support the sharing of…...

31+ min ago   (256+ words) FinCap has launched a portfolio review service for financial advisers, allowing them to access an asset allocation review of their private market investments. This will include private market exposure, liquidity needs, leverage policy among other criteria. Led by head of…...

3+ day, 16+ hour ago   (501+ words) Perpetual was among the biggest winners this week, gaining five advisers, while Sequoia sank below 100 advisers for the first time. The Financial Adviser Register (FAR) has continued to grow for a seventh consecutive week with a further 16 individuals in the…...

3+ day, 10+ min ago   (399+ words) Shaw and Partners has strengthened its private wealth business with three senior investment advisers as well as two on its asset management division. The three advisers join from Macquarie, Morgan Stanley and Canaccord Genuity. Mark Harris will join the Brisbane…...

3+ day, 19+ hour ago   (282+ words) Industry associations have welcomed Treasury’s newly-announced advice reforms but believes there needs to be clear differentiation between full advice and ‘guidance’. Yesterday (19 August), Financial Services Minister Daniel Mulino shared progress on the second tranche of Delivering Better Financial Outcomes (DBFO)…...

4+ day, 15+ hour ago   (169+ words) Lonsec has launched a governance solution responding to client demand and promoted Darrell Clark to head of research and the executive leadership team. The research house said this responds to demand for governance support and investment oversight solutions across wealth…...

4+ day, 15+ hour ago   (296+ words) Wealth Architects has expanded its Victorian presence with the acquisition of Eikon Financial in Melbourne. Brisbane-based Wealth Architects has been acquiring financial advice practices nationwide and currently has offices in Victoria, Queensland, New South Wales as well as two in…...

4+ day, 15+ hour ago   (531+ words) Allianz Retire+ has launched a new direct superannuation pathway for its guaranteed lifetime income product (AGILE), expanding access for financial advisers and clients by removing the need to invest through a platform. The new offering, Allianz Guaranteed Income for Life:…...

4+ day, 9+ hour ago   (350+ words) Australians are waiting until retirement to seek advice, potentially losing out on valuable guidance that could improve their financial status in retirement, according to Challenger. A recent report, Four Ways Australians Navigate Retirement, surveyed over 1,000 people between 60-80 who had at…...

5+ day, 16+ hour ago   (359+ words) JPMAM has launched its JPMorgan Australia Equity Active ETF on the ASX, trading under the ticker JPOZ. The launch on 13 August brings JPMAM’s Australian-listed ETF suite to 15 active ETFs. JPOZ is the 10th distinct strategy, with the total count reflecting hedged…...