Two industry professionals have shared lessons for self-licensed firms amid the debate over scaling up a financial advice business.
Count has appointed Leah Hitchings in a newly created role of group head of brand and experiences as the licensee looks to grow market share.
As more investors seek to exclude poor ESG performers from their portfolios, Zenith’s Dugald Higgins demystifies the complexities around negative screening and the purposes it serves.
BlackRock Australia has announced it intends to launch an emerging markets ex-China ETF this month to give greater diversification to Australian investors.
Shadow minister for financial services, Luke Howarth, has described his counterpart Stephen Jones as being “asleep at the wheel” when it comes to financial advice.
ETF provider VanEck has added four new hires as it seeks to increase its market share with financial advisers.
Financial advice software provider DASH has partnered with HealthyMe Digital to launch a new solution for advisers and clients providing health and wellbeing content.
North, AMP’s wrap investment platform, has added six new managed portfolios to its investment menu and launched an interactive tool for financial advisers.
Capgemini has identified how wealth management firms can boost their revenue after they report “substantial pressure” in the face of slower market growth and a challenging macroeconomic landscape.
