Learning to let go as advice leaders
With financial advice leaders often wearing too many hats in the business, two consulting professionals underscore the value of letting go and empowering staff to drive growth.
With financial advice leaders often wearing too many hats in the business, two consulting professionals underscore the value of letting go and empowering staff to drive growth.
Looking over the past five financial years, which advice licensees have demonstrated consistent long-term share price growth for their investors?
Former Lonsec chief executive, Matt Olsen, has joined Morningstar as director of manager research ratings as it branches out to rate superannuation funds.
Following the exit of Paul Greenwood to join GQG Partners, Pacific Current Group has appointed an acting chief executive.
HMC Capital has completed its acquisition of private credit fund manager Payton Capital as it seeks to take advantage of the burgeoning opportunity in the asset class.
Demand for ETFs is only set to climb higher with over one-third of financial advisers planning to lift their ETF allocation in the next 12 months.
ASIC has suspended the AFSL of a Sydney advice firm, the first action it has taken in the new financial year.
Technology company Iress has revealed the findings of its internal investigation following a cyber incident earlier this year which affected its OneVue business.
Count has divested its Bentleys WA business for a lower purchase price than initially forecast.
An experienced financial adviser, who has been with AMP for nearly two decades, has launched his own Western Australia-based advice firm under AMP Advice’s licensee network.