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Bell Financial looks to diversify revenue, targets 'holistic' strategy

RIDDHIMA TALWANI | FRIDAY, 8 MAY 2026

... transaction-based revenue over time," he added. As part of this diversification strategy, BFG said it will launch new products in 2026, consolidate the wholesale broking arm and launch new client digital portals across its three divisions of Bell Potter ...

Advice industry can't afford CSLR to be an 'unsustainable mess': FAAA

MATTHEW WAI | FRIDAY, 8 MAY 2026

... advisers should not be bearing a disproportionate share of the cost for failures that occur elsewhere in the system when products collapse, and they should not be paying for the misconduct of a tiny minority of advice businesses that have done the wrong ...

Lead generation a 'conveyor belt of harm': Longo

RIDDHIMA TALWANI | THURSDAY, 7 MAY 2026

... activities as a type of financial service, where those activities influence consumer decision making in relation to financial products or services. Furthermore, changes to capture lead generators under the conflicted remuneration ban is also up for consideration. ...

First Sentier launch Active Cash Fund Active ETF

VINNY VUCAGO | THURSDAY, 7 MAY 2026

... ETFs, particularly in fixed income and cash management where investors are seeking alternatives to traditional savings products amid shifting interest rate conditions. Managed by First Sentier's short-term investments and global credit team, the strategy ...

Betashares expands defined income ETF range

MATTHEW WAI | TUESDAY, 5 MAY 2026

... said. The ETF is designed to deliver stable monthly income and a return of capital at maturity, and builds on existing products maturing in 2028, 2029 and 2030 and extends the options for investors to align their income investments with specific time ...

Former Berndale director pleads guilty

VINNY VUCAGO | MONDAY, 4 MAY 2026

... regulatory crackdown on retail OTC derivatives providers, an area long scrutinised due to the complexity and risk of products offered to everyday investors. D'Amore had initially pleaded not guilty after previously being charged in 2023 but has now ...

Clime Investment offloads SMA business

KARREN VERGARA | FRIDAY, 1 MAY 2026

Clime Investment Management is selling its separately managed accounts (SMA) products and some managed funds for about $7.7 million to an unnamed party. The cash transaction is subject to platform consent, due diligence and completed documentation. ...

Australia averts recession but not slowdown: JPMAM

KARREN VERGARA | WEDNESDAY, 29 APR 2026

... optimistic Australia will not fall into a recession and will even weather through its heavy reliance on oil and refined products. "There's good momentum here in the economy. We're not thinking about that recession," he said. "We think that the ...

FinCap opens private investments menu for advisers

RIDDHIMA TALWANI | TUESDAY, 28 APR 2026

... sitting in private assets," Ryan said. "There hasn't been a technology that allows you to run a portfolio of these products for private assets, because private assets have multi duration liquidity profiles." The platform will allow monthly contributions ...

Cbus calls for mandatory insurance warnings

ELIZA BAVIN | TUESDAY, 28 APR 2026

... government's superannuation advertising ban draft regulations. Cbus said it supports clear limitations on which superannuation products can be presented during onboarding, as well as the introduction of rules around the labelling, prominence and ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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