In conjunction with the accounting associations, the FAAA has released a comprehensive guide breaking down what advisers need to know about tax deductibility of advice fees for their clients.
Higher cost-of-living challenges are placing significant strains on Australians’ mental and financial wellbeing, according to CFS, while access to crucial guidance remains out of reach for most.
Pendal is set to shutter its Asian Share Fund in August as it has “little prospect” of significant growth in funds under management.
In this episode of Relative Return, host Laura Dew chats with Zahid Kassam, portfolio manager at MFS Investment
Australia’s alternative investment market is set to enjoy further evolution and growth thanks to innovation overseas, predicts BlackRock and Franklin Templeton.
An EY report has revealed Australians are more loyal to their advisers than the global average, highlighting relationship-building opportunities amid market changes.
Hedge fund manager Minotaur Capital is taking an AI-led approach to sourcing investment opportunities, comparing the adoption of AI to that of Microsoft Excel in the 1990s.
The financial advice profession has reached a period of relative stability, according to Adviser Ratings, enabling industry participants to prepare for the incoming silver tsunami.
The technology group has announced a strategic partnership with global alternatives fintech firm, S64, to improve adviser access to private markets.
Bravura Solutions’ platform Midwinter has announced several appointments and internal promotions to bolster its growth trajectory, which includes two senior business development managers.
