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The acquisition of the US investment manager will double its US funds under management and total group funds under management is now around $140 billion....
Outsider was shocked to hear during a Parliamentary committee that consuming financial news was not recommended as a substitute for obtaining professional financial advic...
Outsider was amused when he caught wind that ex-Centrepoint Alliance CEO Angus Benbow had surfaced at a place one might call ‘worlds apart’ from his previous firm....
Given the ongoing ultra-low numbers of new advisers entering the industry post 2018, adviser losses equate to around 760 advisers each year since, according to Wealth Dat...
As they make up only a fraction of complaints to the Australian Financial Complaints Authority, advisers should not be relied on to fund the compensation scheme of last r...
There are quality assets for sale in the financial advice space, according to AZ Next Generation Advisory, and competition is set to increase until the educational standa...
Income investors can be reassured that dividends are returning, according to Redpoint, but banks won’t reach their pre-COVID levels until 2023 unless they spend to fight ...
With the share price of Pinnacle up more than 800% over the last five years, why are asset managers reluctant to invest in their competitors?...
The rise in financial planners selling their business after the Royal Commission has led to a financial planning consultancy firm to launch an ‘exit strategy’ program....
Funds should be wary of holding high allocations to Chinese companies as Magellan implements risk controls after being “overconfident” and allowing its Alibaba allocation...
If there is a post on a superannuation fund’s social media platform from a member about withdrawing communication consent, then the fund must take steps to ascertain the ...
Microsoft is as close to a staple as you can find today and there are better opportunities than buying a bond, according to Munro Partners....
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Podcast
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...