Investors are suffering from decision paralysis with the volume of choice available, according to the CEO of Morningstar, and the industry would be wise to improve their engagement efforts to help them.
Money Management compares the financial results of the top three Australian investment platforms – Netwealth, HUB24 and Praemium – for the first half of FY24.
Focusing on providing a quality and effortless service to financial advisers is a priority for smaller software providers, rather than trying to compete with market leaders, as advisers look for alternative options.
The shadow government has appointed a minister for financial services following the departure of Stuart Roberts last May, plus a new role for Senator Andrew Bragg.
Over 260 finalists have qualified for the inaugural Australian Wealth Management Awards 2024. Money Management invites them to lodge their submissions.
The Federal Court has ruled financial advice licensee RM Capital failed to take reasonable steps to prev
The head of one of Australia’s largest licensees has shared the top characteristics that he looks for in creating a successful advice practice as more and more firms provide multidisciplinary offerings.
Real estate fund manager Centuria Capital has made two distribution appointments, including the former chief operating officer of a national advice firm.
Business and practice development managers believe they are stretched too thin in working with high volumes of financial advisers and are dissatisfied with their roles and ability to deliver value.
Vanguard has announced its international chief executive, Tim Buckley, will retire by year-end while chief investment officer Greg Davis has been promoted to president.
