Powered by MOMENTUM MEDIA
moneymanagement logo
 

Insignia PE bidder pulls out of acquisition process

insignia/insignia-financial/private-equity/

Insignia Financial has announced the status of the two private equity bidders as due diligence comes to an end, with one bidder opting to pull out.

Read more about:

AUTHOR

Targeting the time-poor business owner market in advice

Business-Health/JBWere/small-business/financial-advice/

With less than one-third of Australian business owners seeing an adviser, Business Health has detailed how advice practices can successfully target this underserved client segment.

Read more about:

AUTHOR

Education and DBFO seen as priorities for Minister Mulino

Stephen-Jones/siaa/FSC/financial-advice/treasury/

The financial advice industry has reacted to the appointment of Dr Daniel Mulino as the new Minister for Financial Services, with hopes for improvements in legislation and education standards.

Read more about:

AUTHOR

Shaw and Partners expands Qld advice team

Shaw-and-Partners/hires/financial-advice/appointments/

The investment and wealth management firm has welcomed four new hires from Bell Potter Securities, strengthening its presence in the Queensland advice market.

Read more about:

AUTHOR

Intelliflo reveals data dashboards amid heightened M&A

intelliflo/M&A/mergers-and-acquisitions/

Financial advice technology provider intelliflo has launched three new dashboards to help advisers monitor and demonstrate their business performance as they consider inorganic growth.

Read more about:

AUTHOR

ASIC slaps AFSL cancellation on Qld firm

ASIC/AFSL/licence-cancellation/

The corporate regulator has cancelled the AFSL of a Queensland-based financial services provider, having held the licence since mid-2016.

Read more about:

AUTHOR

Passive power: Cheapest ETF products see strongest flows

Ernst-&-Young/active-ETFs/ETFs/pricing/

While fund managers are eager to launch active ETFs to appeal to advisers, EY has found two-thirds of ETF flows are going into extremely cheap passive offerings with an expense ratio of less than 25 basis points.

Read more about:

AUTHOR

'Are we happy being lied to?': Spotlighting volatility levels

volatility/financial-advisers/Alternatives/private-markets/portfolio-construction/

Advisers need to closely scrutinise how much volatility exists in private assets during their portfolio construction and how this is demonstrated by the providers, according to commentators.

Read more about:

AUTHOR

The 3 questions to transform wealth management

wealth-management/private-equity/

Consulting firm Bain & Company has shared how it believes the wealth management industry can be transformed and three questions firms should consider.

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 4 days 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 weeks 4 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 6 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 5 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 3 days ago