Sarah Abood, chief executive of the FAAA, believes 2024 will be the year that meaningful regulatory changes are clarified and delivered by regulators to the financial advice industry.

In this latest Meet the Manager profile, Money Management speaks with Wilson Asset Management portfolio manager Matthew Haupt about Australian equities, the US presidential election, and the outlook for India.

Zenith Investment Partners has highlighted the importance of a diversified investment approach to holding artificial intelligence stocks, rather than relying on a concentrated number of players.

“Unacceptable circumstances”, a lack of shareholder support and Chinese regulatory delays are among reasons for problems with M&A deals in the fund management industry recently.

Australian consumers say they are more likely to seek retirement advice from a financial adviser or their super fund, the FSC reveals, demonstrating a distrust of government retirement support.

Magellan has detailed its plan to revamp its business in the US, with executive chairman Andrew Formica saying he can see a “tremendous opportunity” for the firm.

The short-term outlook for Australian earnings is “at risk of disappointing”, according to T. Rowe Price, as it retains its underweight in the space.

Speaking with the current and former employees of a potential stock is one way that Ausbil small-cap portfolio manager, Andrew Peros, tries to retain an edge in his investment strategy.

AFCA has doubled the team handling Dixon Advisory complaints, with the Compensation Scheme of Last Resort just six weeks away from implementation.

Several advisers have expressed their frustrations with Iress’ Xplan software but feel smaller alternatives don’t have all the vital features yet, as the firm highlights its transformation strategy to improve.