Ausbil restructures Australian equities team as veteran departs

Ausbil/australian-equities/people-moves/

Ausbil Investment Management has announced a restructure of its Australian equities team as its co-head departs after 23 years.

Read more about:

AUTHOR

Why AI and China are Driving Copper Demand

Premium-Content/

Read more about:

AUTHOR

The Resurgence of US Infrastructure

Premium-Content/

Read more about:

AUTHOR

Call for action for licensees to improve compliance practices

financial-advice/statement-of-advice/video/quality-of-advice-review/

Licensees are being urged to be more flexible with their compliance obligations as advisers say they have lost sight of how the rules actually work.

Read more about:

AUTHOR

Appeal of 4-day week ‘undeniable’ across generations

work-life-balance/Robert-Half/recruitment/financial-advice/

With financial advice firms exploring 4-day work weeks, 65 per cent of employees say they would be happy to work extended hours over four days with the finding transcending all generations.

Read more about:

AUTHOR

Tighter anti-hawking laws urged against ‘dodgy advisers’

Superannuation/switching/financial-advice/ASIC/government/

Tighter legislation is being urged around anti-hawking laws to prevent ‘dodgy advisers’ from scamming consumers to switch superannuation funds.

Read more about:

AUTHOR

1 year on since QAR: What’s changed?

quality-of-advice-review/Stephen-Jones/senate/Michelle-Levy/Senate-Economics-Legislation-Committee/

As the FAAA and FSC prepare to appear before the Senate economics committee today to discuss the QAR, the date coincides with one year since the government published its first formal response.

Read more about:

AUTHOR

Is it time to reverse the 60/40 allocation?

bonds/fixed-income/PIMCO/asset-allocation/portfolio-construction/

The secular backdrop for the next five years invites advisers to reverse the typical 60/40 per cent equity and bond asset allocations in portfolios, according to PIMCO fixed income experts.

Read more about:

AUTHOR

Organic v inorganic: What’s the best route for client growth?

EY/financial-advisers/wealth-management/client-engagement/

As clients exhibit their willingness to “test the waters” with their wealth providers, an EY leader underscores why client retention is vital for financial advice firms to grow before considering M&A deals.

Read more about:

AUTHOR

Prime Financial announces plans for 2 acquisitions

prime-financial-group/Prime-Financial/mergers-and-acquisitions/M&A/

Prime Financial is driving forward its inorganic growth strategy as it looks to acquire a remuneration administration business and is in talks with a Melbourne-based wealth management firm.

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 2 weeks 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 6 days ago

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

3 weeks 1 day 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 5 days ago
moneymanagement logo