How can investment firms successfully reduce business costs?

As fund managers look to enhance efficiencies and reduce operating expenses amid active underperformance, former abrdn managing director Brett Jollie shares how to successfully do so.

AUTHOR

 

ASIC announces senior executive leadership exits

ASIC chief executive, Warren Day, is among senior executives to depart the corporate regulator amid changes to its leadership team.

AUTHOR

 

Relative Return: Supporting the financial services ecosystem

In this special episode of Relative Return, Momentum Media’s Phil Tarrant and Jordan Coleman discuss the publishing house’s expansion into greater coverage of the wealth management space.

AUTHOR

 

The most in-demand financial services roles

Recruitment manager Robert Half has shared the most in-demand roles in financial services that firms are finding difficult to fill, driven by ASIC’s growing focus on risk and compliance.

AUTHOR

 

AMP advisers approach 1k as firm targets breakeven in advice

Progressing digital advice and seeking breakeven in the advice division are part of AMP’s goals for the upcoming financial year as it approaches 1,000 financial advisers in its licensee.

AUTHOR

 

Greater transparency offered for ESG alternative funds

Preqin, an alternative assets data provider, has developed a range of ESG fund performance benchmarks to provide advisers with greater transparency of the alternatives space.

AUTHOR

 

Iress completes platform sale to Praemium

Iress has completed the sale of its platform business, bringing $4.1 billion in funds under administration over to Praemium.

AUTHOR

 

Where do advisers go when an AFSL closes?

Research by Wealth Data has found exactly half the number of advisers who have worked at closed AFSLs in the current financial year remain on the ASIC FAR.

AUTHOR

 

Dixon extends AFCA membership, further complaints possible

AFCA has confirmed that Dixon Advisory and Superannuation Solutions has extended its membership, allowing victims to continue to make complaints.

AUTHOR

 

Choosing the right responsible manager for your licensee

As a Federal Court judge notes the lack of experience held by the responsible manager of Lanterne Fund Services, Money Management explores what is required of the role.

AUTHOR

 
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

9 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 3 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 5 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago