Passive and ETF dominance dampening Australia’s M&A environmentLaura DewMon, 2025-12-08 07:30LauraDewLaura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management. View articles byLaura Laura's social profiles: E-mail AuthorTwitter
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Passive and ETF dominance dampening Australia’s M&A environment
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Morningstar reverts to human ratings after AI backlash
Morningstar reverts to human ratings after AI backlashShy-Ann ArkinstallMon, 2025-12-08 07:15Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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Robo-advice gaining traction among young investors
Robo-advice gaining traction among young investors
Shy-Ann ArkinstallMon, 2025-12-08 06:30Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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Relative Return Insider: GDP rebounds and housing squeeze getting worse
Relative Return Insider: GDP rebounds and housing squeeze getting worseStaff WriterFri, 2025-12-05 16:00Print -
The Manager Mix – Alternatives: Haley Devine of MaxCap Group
The Manager Mix – Alternatives: Haley Devine of MaxCap GroupStaffFri, 2025-12-05 11:46Print -
ASIC releases November adviser exam results
ASIC releases November adviser exam resultsLaura DewFri, 2025-12-05 11:43LauraDewLaura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management. View articles byLaura Laura's social profiles: E-mail AuthorTwitter
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Adviser numbers see steepest decline since EOFY
Adviser numbers see steepest decline since EOFY
Shy-Ann ArkinstallFri, 2025-12-05 07:30Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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The dual dilemma: Should practice owners keep their client books?
The dual dilemma: Should practice owners keep their client books?Shy-Ann ArkinstallFri, 2025-12-05 07:15Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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Law firm launches AML/CTF solution to support advice firms
Law firm launches AML/CTF solution to support advice firmsShy-Ann ArkinstallFri, 2025-12-05 06:45Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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Allianz Retire+ expands distribution team with adviser-focused hires
Allianz Retire+ expands distribution team with adviser-focused hiresLaura DewFri, 2025-12-05 06:30LauraDewLaura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management. View articles byLaura Laura's social profiles: E-mail AuthorTwitter
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2025 ifa Excellence Awards winners revealed
2025 ifa Excellence Awards winners revealedStaffFri, 2025-12-05 06:00Print -
Adviser shortage drives ETF growth for cost and convenience
Adviser shortage drives ETF growth for cost and convenienceShy-Ann ArkinstallThu, 2025-12-04 07:30Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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Tyndall brand to go in fund restructure
Tyndall brand to go in fund restructureLaura DewThu, 2025-12-04 07:15LauraDewLaura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management. View articles byLaura Laura's social profiles: E-mail AuthorTwitter
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How can a ‘North Star’ business plan boost profitability?
How can a ‘North Star’ business plan boost profitability?Shy-Ann ArkinstallThu, 2025-12-04 07:15Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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First Sentier lists second active ETF
First Sentier lists second active ETFLaura DewThu, 2025-12-04 06:45LauraDewLaura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management. View articles byLaura Laura's social profiles: E-mail AuthorTwitter
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AI euphoria unnerves LGT Crestone
AI euphoria unnerves LGT Crestone
Laura DewThu, 2025-12-04 06:30LauraDewLaura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management. View articles byLaura Laura's social profiles: E-mail AuthorTwitter
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Intelliflo unveils AI integration partnership
Intelliflo unveils AI integration partnershipShy-Ann ArkinstallThu, 2025-12-04 06:15Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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Interprac reputational risk prompts self-licensing consideration
Interprac reputational risk prompts self-licensing considerationLaura DewWed, 2025-12-03 07:30LauraDewLaura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management. View articles byLaura Laura's social profiles: E-mail AuthorTwitter
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AZ NGA enters strategic partnership with Sydney advice firm
AZ NGA enters strategic partnership with Sydney advice firmShy-Ann ArkinstallWed, 2025-12-03 07:15Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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Fidelity rebrands Global Demographic fund
Fidelity rebrands Global Demographic fundLaura DewWed, 2025-12-03 07:00LauraDewLaura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management. View articles byLaura Laura's social profiles: E-mail AuthorTwitter
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AFCA seeks four C-suite hires
AFCA seeks four C-suite hiresLaura DewWed, 2025-12-03 06:45LauraDewLaura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management. View articles byLaura Laura's social profiles: E-mail AuthorTwitter
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RLAM launches four global funds for Australian investors
RLAM launches four global funds for Australian investorsLaura DewWed, 2025-12-03 06:15LauraDewLaura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management. View articles byLaura Laura's social profiles: E-mail AuthorTwitter
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ASIC’s ‘final warning’ shows 15% of advice industry at risk
ASIC’s ‘final warning’ shows 15% of advice industry at riskShy-Ann ArkinstallTue, 2025-12-02 07:30Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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Morningstar ups private credit research amid fund boom
Morningstar ups private credit research amid fund boomStaff WriterTue, 2025-12-02 07:15Print -
Alts pivotal to deep HNW client relationships
Alts pivotal to deep HNW client relationshipsShy-Ann ArkinstallTue, 2025-12-02 07:00Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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Hybrid advice key to tackling capacity hurdle
Hybrid advice key to tackling capacity hurdle
Shy-Ann ArkinstallTue, 2025-12-02 06:45Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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Koda Capital partner exits after three years
Koda Capital partner exits after three yearsLaura DewTue, 2025-12-02 06:30LauraDewLaura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management. View articles byLaura Laura's social profiles: E-mail AuthorTwitter
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Centuria acquires specialist fund manager Arrow
Centuria acquires specialist fund manager ArrowLaura DewMon, 2025-12-01 12:15LauraDewLaura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management. View articles byLaura Laura's social profiles: E-mail AuthorTwitter
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Perpetual raises $267m for Credit Income Trust
Perpetual raises $267m for Credit Income TrustLaura DewMon, 2025-12-01 12:00LauraDewLaura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management. View articles byLaura Laura's social profiles: E-mail AuthorTwitter
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Advisers facing higher workload amid 1.6k education deadline exits
Advisers facing higher workload amid 1.6k education deadline exitsShy-Ann ArkinstallMon, 2025-12-01 07:30Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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Cost vs value: What is keeping Aussies locked out of advice?
Cost vs value: What is keeping Aussies locked out of advice?Shy-Ann ArkinstallMon, 2025-12-01 07:15Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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Shake-up ahead for Platinum Capital LIC investment strategy
Shake-up ahead for Platinum Capital LIC investment strategyLaura DewMon, 2025-12-01 07:00LauraDewLaura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management. View articles byLaura Laura's social profiles: E-mail AuthorTwitter
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Newcastle advice firm sees AFSL suspended over key person omission
Newcastle advice firm sees AFSL suspended over key person omissionLaura DewMon, 2025-12-01 07:00LauraDewLaura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management. View articles byLaura Laura's social profiles: E-mail AuthorTwitter
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‘Not just a compliance tool’: How AI is transforming WT Financial
‘Not just a compliance tool’: How AI is transforming WT FinancialLaura DewMon, 2025-12-01 06:45LauraDewLaura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management. View articles byLaura Laura's social profiles: E-mail AuthorTwitter
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Advice Academy formally launched by FAAA
Advice Academy formally launched by FAAALaura DewMon, 2025-12-01 06:45LauraDewLaura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management. View articles byLaura Laura's social profiles: E-mail AuthorTwitter
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Relative Return Insider: US shares rebound, CPI spikes and super investment
Relative Return Insider: US shares rebound, CPI spikes and super investmentStaffFri, 2025-11-28 15:00Print -
Equity participation seen as key edge in adviser recruitment
Equity participation seen as key edge in adviser recruitmentLaura DewFri, 2025-11-28 07:30LauraDewLaura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management. View articles byLaura Laura's social profiles: E-mail AuthorTwitter
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Insignia appoints advice leader for super offering
Insignia appoints advice leader for super offeringLaura DewFri, 2025-11-28 07:00LauraDewLaura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management. View articles byLaura Laura's social profiles: E-mail AuthorTwitter
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Jamieson Coote Bonds co-founder sets up fund distribution business
Jamieson Coote Bonds co-founder sets up fund distribution businessLaura DewFri, 2025-11-28 06:45LauraDewLaura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management. View articles byLaura Laura's social profiles: E-mail AuthorTwitter
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DASH bolsters leadership with dual C-suite appointments
DASH bolsters leadership with dual C-suite appointmentsShy-Ann ArkinstallFri, 2025-11-28 06:15Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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SIAA appoints CEO to replace Fox
SIAA appoints CEO to replace Fox
Shy-Ann ArkinstallThu, 2025-11-27 11:32Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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Do SMAs detract from the individualisation of advice?
Do SMAs detract from the individualisation of advice?
Shy-Ann ArkinstallThu, 2025-11-27 07:30Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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Higher monthly inflation leaves question mark over rate hikes
Higher monthly inflation leaves question mark over rate hikes
Laura DewThu, 2025-11-27 07:15LauraDewLaura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management. View articles byLaura Laura's social profiles: E-mail AuthorTwitter
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Sequoia supports APAC expansion with board appointment
Sequoia supports APAC expansion with board appointmentShy-Ann ArkinstallThu, 2025-11-27 07:00Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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Actively managed ETF global market hits record high
Actively managed ETF global market hits record high
Shy-Ann ArkinstallThu, 2025-11-27 06:45Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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Advice firm trio merge to form new Sydney entity
Advice firm trio merge to form new Sydney entityAlex DriscollThu, 2025-11-27 06:30Print -
Federation AM bolsters ESG focus with senior appointment
Federation AM bolsters ESG focus with senior appointment
Shy-Ann ArkinstallThu, 2025-11-27 06:15Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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Research and human judgement key to effective managed account usage
Research and human judgement key to effective managed account usageShy-Ann ArkinstallWed, 2025-11-26 07:30Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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Entireti partners with Striver to launch graduate program
Entireti partners with Striver to launch graduate programShy-Ann ArkinstallWed, 2025-11-26 07:15Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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Uptake of AI doubles in 2025, despite lagging governance
Uptake of AI doubles in 2025, despite lagging governance
Shy-Ann ArkinstallWed, 2025-11-26 07:00Shy-AnnArkinstall View articles byShy-Ann Shy-Ann's social profiles: E-mail Author
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