Which licensees are leading FY26 gains?
One advice licensee has been identified as a leader in gains for the new financial year, having gained 16 advisers over the last four weeks, while two others have also seen double-digits.
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Low stickiness impacts Insignia's competitive standing: Morningstar
While the acquisition of Insignia by CC Capital will help the business, Morningstar believes customer and adviser loyalty will be key as to whether it can regain its pre-royal commission standing.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Evidentia principal jumps to Ascalon; Drummond appoints practice growth head
Ascalon Capital has continued its raid of research houses with three appointments from Zenith, Evidentia and Lonsec, while Drummond Capital Partners has appointed a head of practice growth.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
China leading in global AI investment
The global investment market is looking to China as a roadmap to success, as the nation pioneers technological development in AI and robotics, Australia-China Relations Institute Professor Marina Yue Zhang has said.
Regal FUM rebounds after Opthea losses
Regal Partners has regained the funds under management lost after the Opthea failure to close out the financial year at $18.9 billion.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Robeco appoints CIO as incumbent departs after 25 years
International asset manager Robeco has appointed a new chief investment officer as incumbent Mark van der Kroft departs the firm after 25 years.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Relative Return Insider: The business of cyber criminals
In this episode of Relative Return Insider, host Keith Ford is joined by Cyber Daily deputy editor David Holling
AUTHOR
Keith Ford
ASIC bans 2 former MWL Financial advisers
ASIC has banned another two former financial advisers of MWL Financial Services for making inappropriate advice to clients regarding the Shield Master Fund, following two bannings earlier this month.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
How much do Aussie consumers trust their adviser?
Two surveys from CoreData and Vanguard have shared the level of trust the Australian public has in financial advisers, and how it has changed since the Hayne royal commission.
AUTHOR
Shy-Ann Arkinstall
Australian Ethical manager to exit after 20 years
Australian Ethical Investment has announced the resignation of Andy Gracey, a portfolio manager and 20-year veteran of the firm.
AUTHOR
Shy-Ann Arkinstall
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