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How to create a self-sustaining advice firm

Assured-Support/financial-advice/practice-management/leadership/

Learning to delegate authority and relinquish a hands-on approach is a critical step towards building a self-sustaining financial advice practice, says Assured Support.

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What fund manager is most recommended by advisers?

financial-advisers/fund-managers/vanguard/BetaShares/VanEck/

New research has revealed which fund manager is the most recommended by financial advisers to their clients, as well as the most preferred research houses.

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National advice firm welcomes new chief

financial-advice/ceo/appointment/

Private wealth management company Stellan Capital has appointed a new chief executive, who brings over three decades of experience in the global financial services industry.

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BlackRock exec departure leads to reshuffle

blackrock/ishares/promotion/

The departure of BlackRock’s head of global client business Mark Wiedman after his 21-year tenure has prompted a reshuffle, with several senior executives receiving promotions.

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Relative Return Unplugged: The economic outlook for 2025

Relative-Return/

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by AMP chie

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ASIC completes global CEO search

ASIC/ceo/

The corporate regulator has named its new chief executive, who is set to replace retiring interim CEO Greg Yanco in March.

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Mitigating the psychological impact of advice M&A

amp/insignia/financial-advice/mental-health/psychology/M&A/

With AMP advisers moving to Entireti and Insignia being the subject of a private equity bidding war, how can deals be navigated to ensure minimal stress and uncertainty for staff and advisers?

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What common business pitfalls should advisers dodge in 2025?

Adviser-Ratings/practice-management/financial-advisers/

There are seven key mistakes that financial advice businesses need to steer clear of in 2025 to avoid hindering their business growth and profitability, according to Adviser Ratings.

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The investor education piece of the alts puzzle

Alternatives/Natixis/Natixis-Investment-Managers/education/private-markets/

While advisers are increasingly eyeing private markets and alternative investments, two reports have underlined the lack of investor understanding that persists among both advisers and clients.

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Advisers’ private credit usage under ASIC scrutiny

ASIC/private-credit/Hall-&-Wilcox/Hall-and-Wilcox/private-markets/

The volume that financial advisers have invested in private credit funds could be among disclosures that providers have to make to ASIC amid a regulatory crackdown on private markets.

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