Asset managers are seeking out acquisitions and strategic partnerships in the area of technology and robo-advice to benefit from an evolving wealth management landscape a...
OC Funds Management and PAN-Tribal Asset Management have both launched equity funds, investing in Australian mid-caps and global equities, respectively....
Magellan has announced the launch of its first long-short product, its third fund arising from its strategic partnership with Vinva Investment Management....
An FSC report found female representation in portfolio management and analyst roles has improved in 2024 amid diversity efforts, although the figure dipped drastically fo...
PwC suggests asset managers are accelerating plans to build out their asset classes, supported by mergers and strategic partnerships, to capitalise on clients' diversific...
As cost-cutting programs drive a rise in wealth management redundancies, a recruitment consultant suggests highly regarded talent are seeing their loyalty tested in an un...
First Sentier Investors has announced two key promotions in its leadership team, with a new global head of distribution and marketing and the newly created role of chief ...
Global wealth advisers are cautiously optimistic about the future, with many expecting to meet their clients’ financial goals over the next few years despite economic cha...
An advice AFSL has seen its licence cancelled by ASIC this month for failing to pay an AFCA determination, which was then covered by the CSLR....
Advice professionals are being encouraged to proactively engage with their staff on mental wellbeing, with a new report finding a surge in employee exhaustion and stress ...
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...