The lone rangers: Are solo advice practices becoming the norm?

AFSL/Adviser-Ratings/financial-advice/financial-advisers/

Single adviser-led firms continue to expand their footprint in the Australian advice ecosystem, Adviser Ratings research shows, as market conditions prove favourable for boutique practices.

Read more about:

AUTHOR

Meeting investor needs in an age of economic uncertainty

Premium-Content/

Read more about:

AUTHOR

Count upgrades cost synergies from Diverger deal by $1m

Countplus/Diverger/Hugh-Humphrey/M&A/licensees/

Having completed the successful integration of Diverger, Count has upgraded its forecast for expected synergy benefits achieved by the acquisition by a third.

Read more about:

AUTHOR

Asset managers examine product ranges in cost-cutting bid

Northern-Trust/northern-trust-asset-management/equities/ESG/Alternatives/fund-managers/

Almost 70 per cent of asset managers are planning to control costs via product rationalisation, according to a global survey by Northern Trust, as they seek to offer clients a best-in-class experience.

Read more about:

AUTHOR

Janus Henderson responds to client demand with 2 acquisitions

Janus-Henderson/ETF/emerging-markets/M&A/acquisition/

Asset manager Janus Henderson has made two acquisitions in the ETFs and emerging markets space as it takes strategic steps to meet client needs.

Read more about:

AUTHOR

The need for collaboration to avoid greenwashing

ESG/T.-Rowe-Price/S&P/responsible-investment/RIAA/

Fund managers should work collaboratively with data providers to minimise greenwashing risks in their products as a positive ESG score can be a “game changer” for a fund’s demand with advisers.

Read more about:

AUTHOR

HNW alternative demand spells advice opportunity

Alternatives/praemium/high-net-worth/asset-allocation/portfolio-construction/

With HNW investors representing the largest market for alternative assets, Praemium and CoreData research underscores why this presents a compelling opportunity for advisers.

Read more about:

AUTHOR

Double-digit adviser losses reported at AMP

Wealth-Data/amp/amp-financial-planning/adviser-numbers/new-entrants/

Australia’s largest licensee has seen the biggest number of adviser losses over the past week, while the expected wave of new entrants has boosted overall adviser numbers.

Read more about:

AUTHOR

Does self-reporting to ASIC reduce enforcement possibility?

ASIC/RIAA/Joe-Longo/greenwashing/sustainable-funds/ESG/

Self-reporting issues to ASIC could lead to a reduced charge for a fund manager but it may not exempt them from enforcement action altogether, according to ASIC chair Joe Longo.

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....

2 weeks ago

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

3 weeks 2 days 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 6 days ago
moneymanagement logo