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News by this author
Two law firms have highlighted licensees’ responsibility to ensure they have sufficient cyber security measures in light of the enforcement action against Fortnum Private...
With an abundance of private market options coming to market, due diligence becomes increasingly important as advisers separate the wheat from the chaff, adviser Charlie ...
Infrastructure assets are well-positioned to hedge against global uncertainty and can enhance the diversification of traditional portfolios with their evergreen character...
FNZ has signed a five-year partnership with Microsoft to “transform wealth management” through technology and artificial intelligence, and create an improved adviser expe...
The global investment market is looking to China as a roadmap to success, as the nation pioneers technological development in AI and robotics, Australia-China Relations I...
ASIC has permanently banned a Melbourne individual who illegally provided financial advice which led investors to deposit $374,000 into his bank accounts....
Departed advisers from wealth manager Escala Partners has significantly contributed to outflows of $251 million from Powerwrap for Praemium....
Highlighting the growing demand for active ETFs, global year-to-date inflows into the funds are 74 per cent higher than the same period in 2024 to stand at US$267 billion...
Platform-based superannuation funds are beating out industry fund models when it comes to adviser satisfaction, with service quality playing a key role in advisers’ decis...
Investment strategies must adapt to an ageing population, believes T. Rowe Price’s Cassandra Crowe, or individuals will risk outliving their retirement savings. ...
Analysis by this author
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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...