The majority of advisers are failing to proactively understand their clients’ needs and satisfaction, with just one in four practices formally seeking feedback in the las...
Former First Sentier Investors multi-asset portfolio manager Andrew Harman has announced a new role, joining Macquarie Group as head of investment strategy and asset allo...
A hiring spree is expected in private markets with 90 per cent of firms expecting to maintain or increase their headcount over the next 12 months, according to Preqin....
With over half of advisers using managed accounts, HUB24’s head of managed portfolios has unpacked the benefits driving their usage and how they can be leveraged by advic...
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients....
Amid a growing appetite for alternatives, investment executives have shared questions advisers should consider when selecting a private markets product compared to their ...
Chief executive Maria Lykouras is set to exit JBWere as the bank confirms it is “evolving” its operations for high-net-worth clients....
Investment executives say the benefits of real assets for client portfolios can “absolutely” outweigh the illiquidity risk, provided there is a good understanding of its ...
Mason Stevens has tapped Investment Trends’ head of growth, alongside two other hires, to bolster its distribution team. ...
TWC Investment Management, which launched in September, has unveiled a long-only equity fund targeting global wealth creator stocks....
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...