The symbiotic relationship between advisers and accountants

accountants/advisers/financial-advice/

A team of specialists can provide a better experience for clients, according to Findex, with advisers and accountants urged to have a close relationship.

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AllianceBernstein sees departure of Australian MD

Alliance-Bernstein/appointments/managing-director/

AllianceBernstein’s managing director Brad Karp has stepped down after more than two decades in the role.

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Magellan FUM flat as firm launches 2 funds

Magellan/funds-under-management/australian-equities/global-equities/

Funds under management at Magellan Financial Group were unchanged in October as the firm launched its first two funds with Vinva Investment Management.

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Winners unveiled for Australian AI Awards 2024

artificial-intelligence/wealth-management/awards/AI/

Momentum Media has announced 26 winners across 10 individual and 15 group categories for its brand-new Australian AI Awards.

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Aussie mortgages grow appealing with supportive conditions

RMBS/fixed-income/

Reflecting Australia’s love of property, Perpetual’s head of fixed income Vivek Prabhu believes Australian residential mortgage-backed securities are emerging as a high-quality asset to include in client portfolios.

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Bond ETFs touted as ‘efficient gateway’ to resilient portfolios

fixed-income/bonds/

Janus Henderson has detailed how advisers can utilise these fixed income offerings to help clients achieve financial stability.

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Federal Court gives verdict on Dixon Advisory director Ryan

Dixon-Advisory/Dixon/ASIC/court/

The Federal Court has given a verdict on ASIC’s case against Dixon Advisory director Paul Ryan which had alleged he breached his director duties.

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Thriving in the ‘brave new world of advice’

Adviser-Ratings/financial-advice/client-engagement/technology/

As the Australian financial advice industry undergoes transformative change, Adviser Ratings pinpoints five key trends characterising the future of the profession.

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Specialist network an ‘absolute must’ for advisers

viridian/accountancy/specialist/financial-advice/

Over 70 per cent of financial advisers are regularly working with other specialists in tax, aged care and estate planning, according to Viridian, to meet increasingly complex client needs.

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Are advisers missing out on managed accounts’ full potential?

netwealth/managed-accounts/financial-advisers/

Almost half of financial advice firms are still holding back from using managed accounts in their practice, Netwealth uncovers, despite the efficiency benefits they can offer to advisers.

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