Advice practices with up-to-date business plans are twice as likely to achieve high profitability, according to Adviser Ratings, but getting stuck in development mode can be worse than having no plan at all.
The $13 billion ethical investment manager has named its new head of equities, who previously spent 12 years at Perpetual.
Magellan Financial Group has reported a consecutive monthly AUM increase for only the second time in the FY24–25 financial year.
With the Selfwealth acquisition under its belt, APAC investment platform Syfe has shared how it is investing in a hybrid financial advice model to target mass affluent Australians.
National licensee Capstone Financial Planning has welcomed an executive manager for growth and development, while wealth manager Cameron Harrison has brought a new chair on board.
In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to unpack Aus
Wealth management is facing a “fundamental transformation” as 81 per cent of next-gen inheritors have said they will likely switch away from their parents’ wealth manager, while one in four advisers are looking to switch jobs.
Reacting to ASIC’s public and private markets discussion paper, research houses BondAdviser and SQM Research have detailed how they believe investors can be better protected from the risks of these funds.
Stockspot data has uncovered the top Australian suburbs boasting the greatest percentage of sustainable investors for financial advisers targeting these clients.
Netwealth’s chair Tim Antonie is set to depart after a decade spent on the board, with the firm naming his successor who will take up the position this September.
