Franklin Templeton is to get rid of its Martin Currie branding and fold them into the wider group under ClearBridge Investments and Franklin Equity Group....
The widespread use of alternatives could lead to erosion of the very elements that make them alternatives, according to EY, as fund managers make them more palatable to r...
The platform market is more likely to grow than consolidate in the upcoming years, according to platform expert Recep Peker, as the adviser cohort becomes a valuable targ...
Advice veteran Paul Harding-Davis is to step down from Brisbane licensee AdviceIQ Partners after eight years, and the business has appointed a new general manager. ...
Brisbane-based Wealth Architects has announced two acquisitions as it continues its path into regional Australia and branches out into life insurance. ...
New Zealand-headquartered fund manager Milford Asset Management has appointed a new chief executive to replace Mark Ryland who departs after 11 years. ho departs after 11...
Culture clashes and differing management styles are among the reasons why, recruiters tell Money Management, they see employees changing jobs post-M&A activity. ...
The growth of active ETFs is placing strain on technology providers, according to Calastone, as vehicles become more complex. ...
Numbers are in for 2024, with Wealth Data confirming how many advisers left during the calendar year and which business models saw the largest growth in terms of new lice...
There has been a “noticeable uptick” in the use of smart beta ETFs by advisers and sophisticated investors, according to Betashares, who are using the vehicles to take co...
Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...
Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...
Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...