Advice licensee CEO to depart after six years
Link Advice chief executive, Duncan McPherson, is to depart after six years as the business restructures.
Link Advice chief executive, Duncan McPherson, is to depart after six years as the business restructures.
With energy transition remaining a significant challenge, a global index provider executive has argued that engagement could trump divestment.
AMP Advice has partnered with BlackRock and Lonsec to expand its suite of managed portfolio solutions, further democratising advisers’ access to these products.
Challenger research has reaffirmed advisers’ significant role in empowering retirement confidence as cost of living and heightened inflation risk continue to bite retirees’ portfolios.
Underestimating the cost of insurance by almost $75,000 in a Statement of Advice is among multiple reasons that a relevant provider has faced action from the FSCP.
The role of alternative investments is to diversify a portfolio and capture differentiated sources of return, according to UBS Asset Management.
Financial advisers have been warned against advising clients to withdraw superannuation for medical or dental treatments as a new report highlights the long-term effect on balances at retirement.
As artificial intelligence continues to reshape how the advice industry operates, Adviser Ratings unpacks which areas advisers are using the technology to improve the client experience.
Insignia Financial has appointed the former APAC head of a global asset manager to its board.
Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch or add new providers to achieve this.