Three-quarters of advisers expected to use managed accounts

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Up to three-quarters of financial advisers could be using managed accounts in the coming years, according to the latest Investment Trends/SPDR research.

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Iress continues transformation with UK mortgages disposal

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Following the sale of its platform business to Praemium earlier this year, Iress has made a second disposal as it moves to streamline operations.

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The 3 licensees shining through amid adviser losses

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Looking at which licensees are seeing the fastest growth over the six months, Wealth Data says there are three firms that stand out amid falling numbers.

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Sydney wealth manager sees AFSL cancelled

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ASIC has cancelled the AFSL of Sydney-based wealth manager, the third Sydney firm to face this action since the start of the year.

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Back from the dead – why diversified managed funds deserve a place in your client portfolios

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In this episode of Money Management's Meet the Manager, we're joined by Chris Hestelow, investment speci

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ASIC defeated in major crypto case

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The regulator has lost a case against Finder regarding crypto products in the Federal Court, with the comparison site stating that “innovation always moves faster than regulation”.

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Selfwealth expands executive team with three appointments

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Selfwealth has made a number of appointments to its executive leadership team, as new CEO Craig Keary focuses on strategic growth.

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Adviser numbers enter ‘period of decline’ after strong start

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After initial strong growth in the first few weeks of the year, there have now been five consecutive weeks of decline or no growth in adviser numbers, according to Wealth Data.

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Senator Jane Hume to speak at the Australian Wealth Management Summit 2024

Senator Jane Hume will join the speaker line-up at the inaugural Australian Wealth Management Summit.

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FSCP by numbers: Which issues are occurring most?

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There have been 16 outcomes issued by the Financial Services and Credit Panel since its launch in 2023, which issues or breaches are frequently occurring?

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