Advice practices say salaries are taking up almost half of their revenue as the battle for talent heats up in an environment of adviser shortage, according to Business Health and the FAAA.
Investment Trends has uncovered the amount of money unadvised Australians are prepared to pay for financial advice, with 1.3 million individuals planning to see an adviser in the next two years.
Almost half of financial services businesses are being sold for cash with sales of up to $8 million, significantly reducing the time taken for parties to transact.
Hot on the heels of announcing its turnaround strategy, Platinum Asset Management has shared its latest fund under management figures, reporting its largest outflows for six months.
There are so many amazingly successful women in the finance industry, but only a small number have a strong bran
Former Bravura chief executive, Nicholas Parsons, has taken up a new role at funds network Calastone as it looks to bring a digital investment strategy to market.
An award-winning female adviser has shared how advice firms can better support their female staff and make the workplace a more accommodating environment, as only a small percentage of financial advisers are female.
Sequoia has seen a net loss of seven advisers this week, with Wealth Data founder Colin Williams describing it as a “rare” occurrence given the group’s strong growth in 2023.
In this episode, Maja Garaca Djurdjevic speaks with Sarah Shaw, chief executive and chief investment officer at 4D Infrastructure, about how she set up her own asset management business and how the sector can work to attract more women.
The boutique asset manager saw US$3 billion in net inflows in February, almost double the volume seen in the preceding month as FUM rose to $137.5 billion.
