How to attract more female clients to advice
A female adviser has shared how financial advice firms can be more appealing to female clients who may feel intimidated by a male-dominated industry.
A female adviser has shared how financial advice firms can be more appealing to female clients who may feel intimidated by a male-dominated industry.
A new Treasury financial services regulatory initiatives grid will work with ASIC to reduce compliance burdens for financial services firms, particularly those which are small or medium-sized businesses.
In the latest Meet the Manager profile, Money Management speaks with 4D Infrastructure CEO, CIO and portfolio manager Sarah Shaw.
The fact there has already been two enforceable undertakings this year, including one from a former adviser, compared to just five in 2023 indicates ASIC is returning to its litigation era, according to Hall & Wilcox.
The case management hearing for AMP’s BOLR proceedings to approve the $100 million settlement sum has been given a rescheduled date after two cancellations.
Financial advisers’ appetite for active ETFs as a cost-effective investment solution continues to grow, according to Dimensional Fund Advisors, as advice firms look to manage costs while servicing more clients.
Over $1 billion in inflows went into international equity ETFs with two funds receiving over $150 million each in February, according to Betashares.
Mortgage Choice, part of Australia’s leading digital property business REA Group
Treasurer Jim Chalmers has opened a consultation into the design of the annual superannuation performance test, canvassing views on a range of reform options.
Zenith Partners transform businesses by providing and facilitating private investment, corporate advisory and business transformation expertise.