The 3 questions to transform wealth management

wealth-management/private-equity/

Consulting firm Bain & Company has shared how it believes the wealth management industry can be transformed and three questions firms should consider.

AUTHOR

How advisers can navigate ESG fund closures

ESG/sustainable-investing/responsible-investing/morningstar/

As the ESG and sustainable investment market undergoes greater consolidation, three commentators explore how financial advisers can explain a fund closure or renaming to their clients.

AUTHOR

AMP North continues digital service transformation

amp/amp-north/North/

In response to adviser feedback, AMP’s North platform has announced further enhancements to streamline the way advisers manage and action client requests on-platform.

AUTHOR

New Minister for Financial Services named to succeed Jones

Stephen-Jones/anthony-albanese/treasury/FSC/Blake-Briggs/

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister.

AUTHOR

The key features of advice practices growing their profitability

Adviser-Ratings/financial-advice/practice-management/profitability/technology/

Those financial advice practices which are seeing the strongest profitability and revenue growth share four similar characteristics in how they run their businesses.

AUTHOR

Looking beyond CRE for private debt exposure

private-credit/private-markets/lgt-crestone/

Private wealth manager LGT Crestone has shared how the firm is utilising private debt strategies via a satellite approach and encouraged advisers to look beyond domestic commercial real estate.

AUTHOR

How much are licensees spending on compliance?

Holley-Nethercote/compliance/ASIC/

The latest annual compliance survey from law firm Holley Nethercote has found licensees are reducing their annual compliance spending, but future DBFO reform could see this change going forward.

AUTHOR

International ETFs among top April buys

financial-advice/ETFs/AUSIEX/

Advisers sought to capitalise on market turbulence caused by US President Donald Trump’s tariffs in April, according to AUSIEX, with international ETFs remaining a popular buy.

AUTHOR

GQG Partners FUM rises for fourth month

GQG-Partners/Rajiv-Jain/funds-under-management/

GQG Partners has reported its fourth consecutive month of gains, bringing total funds under management to US$163.6 billion.

AUTHOR

Northern Trust AM appoints global co-CIOs

Northern-Trust/chief-investment-officer/appointments/

Northern Trust Asset Management has promoted two individuals to the position of global co-chief investment officers.

AUTHOR

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago