DASH unveils comprehensive platform enhancements

dash/advice-technology/fintech/platform/

DASH Technology Group has announced a suite of enhancements for its core platform technology to better support advisers and the growing wholesale investment market.

AUTHOR

Existing ESG labelling redundant amid investor confusion

ESG/treasury/Zenith/

With an ESG product labelling consultation currently ongoing, Zenith’s head of responsible investment agrees the existing system for funds is so unclear that people may be better off ignoring it.

AUTHOR

Which licensees are leading FY26 gains?

Wealth-Data/WT-Financial-Group/new-entrants/adviser-exits/growth/

One advice licensee has been identified as a leader in gains for the new financial year, having gained 16 advisers over the last four weeks, while two others have also seen double-digits.

AUTHOR

Low stickiness impacts Insignia's competitive standing: Morningstar

platform/mlc/insignia/private-equity/Hayne-Royal-commission/

While the acquisition of Insignia by CC Capital will help the business, Morningstar believes customer and adviser loyalty will be key as to whether it can regain its pre-royal commission standing.

Read more about:

AUTHOR

Evidentia principal jumps to Ascalon; Drummond appoints practice growth head

research-house/asset-consultants/managed-accounts/hires/

Ascalon Capital has continued its raid of research houses with three appointments from Zenith, Evidentia and Lonsec, while Drummond Capital Partners has appointed a head of practice growth.

Read more about:

AUTHOR

China leading in global AI investment

China/technology/Asia/artificial-intelligence/

The global investment market is looking to China as a roadmap to success, as the nation pioneers technological development in AI and robotics, Australia-China Relations Institute Professor Marina Yue Zhang has said.

Read more about:

AUTHOR

Regal FUM rebounds after Opthea losses

regal/Regal-Partners-Limited/FUM/Alternatives/

Regal Partners has regained the funds under management lost after the Opthea failure to close out the financial year at $18.9 billion.

Read more about:

AUTHOR

Robeco appoints CIO as incumbent departs after 25 years

robeco/CIO/appointments/hires/

International asset manager Robeco has appointed a new chief investment officer as incumbent Mark van der Kroft departs the firm after 25 years.

Read more about:

AUTHOR

Relative Return Insider: The business of cyber criminals

Podcast/Relative-Return/

In this episode of Relative Return Insider, host Keith Ford is joined by Cyber Daily deputy editor David Holling

AUTHOR

ASIC bans 2 former MWL Financial advisers

ASIC/enforcement/financial-advice/

ASIC has banned another two former financial advisers of MWL Financial Services for making inappropriate advice to clients regarding the Shield Master Fund, following two bannings earlier this month.

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 3 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 2 weeks 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 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
moneymanagement logo