Efficiency bottlenecks hinder client capacity growth
Advisers are now serving more ongoing clients, according to a CFS report, but efficiency limitations continue to hinder the 82 per cent looking to serve more.
Advisers are now serving more ongoing clients, according to a CFS report, but efficiency limitations continue to hinder the 82 per cent looking to serve more.
The advice industry is in an “arms race” according to minister for financial services, Daniel Mulino, ar
Real Asset Management has appointed a head of funds management- real estate to support its growing property team as the firm expands its diversified real estate platform.
T. Rowe Price has launched a multi-strategy credit fund in partnership with US firm Oak Hill Advisors to bring the strategy to Australia for the first time.
The outlook for small-scale retail funds may be “terminal” and has prompted Clime Investment Management to close two of its Australian funds.
The FAAA is hopeful the education and experience pathway deadline will be the “last big thing” that could cause an adviser exodus but concern now turns to advisers moving to the wholesale space.
Insignia Financial’s acquisition by CC Capital is among the top five largest Australian M&A deals of the last 12 months, with the deal demonstrating not one but two key trends in the M&A environment.
Invest Blue’s managing director says the firm is aiming to implement responsible private market access to its retail clients following the launch of its SMA last month.
After launching its digital advice offering earlier this year, AMP has announced the next phase of its strategy, providing its users with more personalised guidance.
Global X has appointed a former CFS director as its new head of marketing to lead the firm’s brand strategy and marketing initiatives.