As financial advice continues to be a major target for M&A, intelliflo has encouraged practices to improve their processes and data management before prospective buyers come knocking.
Clime Investment Management has appointed two to its operations team, focusing on managed funds, as it continues its cost-cutting process.
The acquisition of Evidentia Group by GDG shows how valuable the role and personal relationship with a managed account consultant has become to the financial advice industry, says IMAP’s Toby Potter.
The global asset manager’s latest ETF has launched in response to rising adviser and investor demand for actively managed fixed income products.
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special gu
Former Sydney financial adviser, David Valvo, has been sentenced in court after pleading guilty to dishonest conduct.
Time is “rapidly running out” for a critical group of 4,100 advisers if they wish to meet the deadline for their education requirements, according to Adviser Ratings.
Viola Private Wealth’s latest hire, Angus Mann, details how he is harnessing his family office experience at Mutual Trust to help the firm meet the needs of its HNW client segment.
January saw $4.6 billion in inflows into ETFs, according to Betashares, with four Australian funds seeing the largest monthly inflows.
The ETF provider has launched its latest product providing investors with exposure to 2,000 small-cap stocks listed in the US, which are positioned to “benefit significantly” from President Trump's pro-growth stance.
