Relative Return: Debunking index investing

Podcast/Relative-Return/Sponsored-by/

In this episode of Relative Return, host Laura Dew speaks with Michael Hunstad, deputy chief investment officer and chief investment officer of global equities at Northern Trust Asset Management, to debunk myths around index investing.

Read more about:

AUTHOR

AMP to sell off advice licensees for $10.2m

amp/licensees/AZ-NGA/fortnum-private-wealth/

AMP has announced it has concluded a 12-month process assessing alternative advice models and will be selling its advice licensees and self-licensed offering.

Read more about:

AUTHOR

Is self-licensing worth the cost?

self-licensed/self-licensing/licensees/financial-advice/

Two financial advice professionals examine the cost-effectiveness of running your own AFSL, and whether the upfront and ongoing expenses are worth the benefits it provides.

Read more about:

AUTHOR

Half of employees considering career change

salary/recruitment/hiring/retention/

With advice firms reporting challenges around staff retention and hiring, half of employees say they are willing to change careers in the next 12 months and pay isn’t always their primary driver.

Read more about:

AUTHOR

Closing the gender gap in wealth advice teams

future-im/pact/women/gender-diversity/wealth-management/

New research has uncovered that wealth investment teams are seeing greater female representation than wealth advice teams, as well as what can be done to achieve gender parity.

Read more about:

AUTHOR

Former adviser launches AI service

CFS/technology/artificial-intelligence/financial-advice/

An artificial intelligence service designed to optimise the financial planning documentation process has been launched by a former financial adviser.

Read more about:

AUTHOR

GQG shares FUM update ahead of FY results

GQG-Partners/FUM/funds-management/

GQG Partners has reported a small rise in funds under management in July, ahead of its full-year results later this month.

Read more about:

AUTHOR

Sequoia sees third chairman in 4 months

Sequoia/AFSL/chair/licensees/

Advice licensee Sequoia Financial Group has announced a new chairman as the firm reshuffles following a shareholder dispute.

Read more about:

AUTHOR

‘We haven’t chosen to go fast’: Berry provides CSLR update

CSLR/AFCA/financial-advice/complaints/

The Compensation Scheme of Last Resort’s CEO David Berry has confirmed the number of complaints the organisation is actively working on, with $3.3 million being paid to victims so far.

Read more about:

AUTHOR

‘Do or die’ for ASIC says Governance Institute

Governance/ASIC/andrew-bragg/enforcement/

The Governance Institute has said ASIC’s governance arrangements are no longer “fit for purpose” in a time when financial markets are quickly innovating and cyber crime becomes a threat.

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 1 week ago

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

2 months 1 week 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 2 weeks ago

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

1 week 4 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 6 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 3 days ago
moneymanagement logo