Funds under management at Magellan Financial Group grew during September to reach $38 billion, recovering from large outflows in the previous month.
With the third quarter behind us, Money Management reviews the most notable M&A deals in the fund management space over the past three months.
Financial services firms still face difficulty in conveying trustworthiness to clients, a KPMG report highlights, following the mistrust borne out of the royal commission.
The Financial Advice Association Australia has explored how financial advisers can personalise their service offerings for Millennials, Generation X and Baby Boomers.
Active equities manager RQI Investors, part of First Sentier, has made a series of promotions within its investment teams.
Global retirement administration business MUFG Pension and Market Services has fully acquired Moneysoft, an Australian digital solutions provider for financial advisers.
After unanimously rejecting its first bid, Platinum Asset Management has entered into a period of due diligence with Regal Partners for the firm to submit a revised bid.
More than half of the past 13 weeks of Q3 enjoyed a rise in financial adviser numbers, according to Wealth Data figures, an improvement on the same time a year ago.
The fallout from Dixon Advisory and effect on the professional indemnity insurance market could have been far worse, according to Numerisk’s Richard Silberman, if the product collapse hadn’t been isolated to one company.
After making a name for themselves on the footy field and the tennis court, these two ex-sportsmen reflect on their journey into financial advice and what they learnt along the way.
