CFS has shared key strategies for advisers to use for their varying different demographics with a focus on building relationships rather than transactions....

Advice licensee Sequoia has shared an update on the streamlining of its operations, with investment in salaried advisers identified as an increased focus. ...

Financial planning software provider Bravura is focused on a “back to business” strategy to enhance revenue growth which will include the potential opportunity available ...

Half of financial advisers and wealth managers in Asia-Pacific plan to increase their clients’ exposure to private equity and multiprivate asset solutions, according to a...

The former Iress chief executive has joined an NSW advice firm, Profile Financial Services, as an independent non-executive director. ...

ASIC has conducted a report into how AFSLs are starting to use artificial intelligence in their practices and possible areas where they could come unstuck from a governan...

Financial services leaders are “all cashed up with nowhere to grow” when it comes to M&A activity, according to Deloitte, with 90 per cent saying they have strong balance...

As fund managers are urged to diversify their product ranges, they are finding a faster way to do this is via an acquisition of existing firms but experts say it is not w...

Ninety One has launched a global equities Global Franchise Fund to wholesale investors in Australia and envisages expanding the wholesale range in the future. ...

The competitive position of active managers is weakening and they will be unable to compete with passive players unless they diversify their product range, according to M...