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Bell Financial Group has partnered with investment solution provider Briefcase to deliver access to direct indexing technology to its clients....
Two advice platforms have been identified by Adviser Ratings as standouts for efficiency as time-pressured advisers become evermore fickle in their platform selection. ...
Australian investors have made “extraordinary” flows into managed funds since the start of the year, more than 20 times the same period a year ago. ...
Wealth managers are planning to increase their use of active strategies as they believe active management offers diversification and outperformance potential for their cl...
Private wealth manager Escala Partners has increased its alternatives allocations to more than a third in the past three years, describing the asset class as offering “fe...
The Financial Services Council has recommended implementing a per capita limit per annum for financial advisers when it comes to the CSLR levy to allow them to expand the...
Pinnacle’s managing director Ian Macoun has offloaded a 1.73 per cent stake in the company, with plans to reinvest the proceeds into funds managed by Metrics Credit Partn...
With AT1s being phased out, what fixed income alternatives can advisers use to replace these assets and the income they provide to clients?...
DASH Technology Group has seen a 49 per cent uplift in its carrying value and is completing a new capital raising, having already received $30 million from growth investo...
At the halfway point of the year, consolidation pressures continue to drive financial services M&A with three areas identified as targets for asset and wealth managers, a...
With advisers expressing a reluctance to invest in cryptocurrency, advised clients are tending to have a smaller allocation to the asset than their unadvised peers. ...
After surviving significant evolutions of the Australian financial advice industry, The Advisers Association is now celebrating a century of advocating for advisers....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...