There is an opportunity for advice firms to improve their relationships with self-employed clients, as Business Health finds they report low satisfaction levels with thei...
AFCA has already received almost 70,000 complaints since the start of the financial year, and chief executive David Locke has warned this sustained high growth shows the ...
Private markets expertise is sought-after for investment operations hires as allocations to alternative assets rise, according to a recruitment firm, but there is a gap b...
Two reports have highlighted potential problems around the $4.9 trillion intergenerational wealth “tsunami”, particularly for women who are most likely to be a beneficiar...
Equity fund manager Platypus Asset Management, which is owned by Australian Unity, has appointed a new chief executive....
One year after launching their own financial advice businesses, two advisers share their reflections with Money Management including the challenge of balancing steady gro...
While previous data often portrays female investors as more risk-averse and unconfident compared to male counterparts, JBWere research shows high-net-worth women have sim...
Perpetual has appointed Charles River Development – part of State Street – to manage the front office operations of its Australian asset management business....
Allianz Retire+ has appointed Brendon Rodda from PIMCO as chief distribution officer for wealth management. ...
Former chair of the House of Representatives’ Standing Economics Committee, Tim Wilson, is planning a return to politics after losing his seat in the 2022 federal electio...
It is becoming harder for financial advisers to build investment portfolios as Morningstar finds broad portfolio diversification has failed to add value in recent years c...
The multi-asset businesses of Perpetual and Pendal are being merged to create one team known as the Perpetual Multi Asset Strategies Team....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...