Iress announces CEO changes

iress/ceo/praemium/XPLAN/

Iress has shared an update on its CEO business structure, while Xplan co-founder Jason Hoang is to depart after more than 20 years with the business.

Read more about:

AUTHOR

Embracing the Shift Towards HNW Clients

Premium-Content/

Read more about:

AUTHOR

Compliance salary boom underway at fund managers

Kaizen-Recruitment/recruitment/salary/compliance/

Kaizen Recruitment has examined remuneration trends occurring in the risk and compliance space in its latest salary guide.

Read more about:

AUTHOR

The FSC’s alternative ways of demonstrating financial sophistication

FSC/wholesale-investing/parliamentary-joint-committee/Parliament/

The Financial Services Council has told a parliamentary committee that a subjective test is needed to demonstrate the sophistication of wholesale investors, whether via a finance degree or being a company director.

Read more about:

AUTHOR

Merger activity drives Regal’s quarterly FUM rise

M&A/Regal-Partners-Limited/Platinum-Asset-Management/FUM/

Regal Partners has reported a 41 per cent growth in funds under management over the September quarter to $17.2 billion, amid its latest bid to acquire Platinum.

Read more about:

AUTHOR

Iress commences board renewal with new hires

iress/boards/fintech/Software/

The financial services technology company has appointed two non-executive directors following its AGM earlier this year, where it flagged it would embark on a board renewal process.

Read more about:

AUTHOR

Magellan FUM grows after fund conversion completion

Magellan/FUM/Airlie-Funds-Management/

Funds under management at Magellan Financial Group grew during September to reach $38 billion, recovering from large outflows in the previous month.

Read more about:

AUTHOR

The biggest fund manager M&A in Q3

fund-management/M&A/

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.

Read more about:

AUTHOR

Rebuilding trust post-RC is ‘still underway’: KPMG

KPMG/trust/Hayne-Royal-commission/

Financial services firms still face difficulty in conveying trustworthiness to clients, a KPMG report highlights, following the mistrust borne out of the royal commission.

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 1 day ago
moneymanagement logo