Bell Asset Management has appointed Andrew Stewart from Allianz Retire+ as its new head of retail sales to strengthen its adviser presence.
Financial advisers in private wealth management companies are one of the most in-demand roles for this recruitment firm, sparking broader conversations about how to retain such talent once it is secured.
Active ETFs have hit a “critical inflection point” with a particular growth observed in fixed income products, and JPMAM’s global head of ETFs expects the fixed income ETFs to reach US$6 trillion within the next five years.
Copia Investment Partners has appointed Mac Dinsmore as distribution manager, working with wholesale clients, just weeks after hiring a Victorian business development manager.
Bell Asset Management has appointed Andrew Stewart from Allianz Retire+ as its new head of retail sales to strengthen its adviser presence.
Global X ETFs has expanded its national presence by opening its first office in Western Australia, alongside announcing three new appointments.
A financial adviser has been given a reprimand by the FSCP for contraventions under the Corporations Act regarding superannuation advice.
State Street has shared several ETF predictions for how ETFs could grow in 2025 and beyond, including a focus on artificial intelligence and alternative investments.
The Reserve Bank of Australia (RBA) has lowered rates to a level not seen since mid-2023.
The restructure of Insignia Financial’s advice network into two parts could lead to further adviser attrition than initially forecast if advisers shun the salaried model, Morningstar believes.
