A team of specialists can provide a better experience for clients, according to Findex, with advisers and accountants urged to have a close relationship.
AllianceBernstein’s managing director Brad Karp has stepped down after more than two decades in the role.
Funds under management at Magellan Financial Group were unchanged in October as the firm launched its first two funds with Vinva Investment Management.
Momentum Media has announced 26 winners across 10 individual and 15 group categories for its brand-new Australian AI Awards.
Reflecting Australia’s love of property, Perpetual’s head of fixed income Vivek Prabhu believes Australian residential mortgage-backed securities are emerging as a high-quality asset to include in client portfolios.
Janus Henderson has detailed how advisers can utilise these fixed income offerings to help clients achieve financial stability.
The Federal Court has given a verdict on ASIC’s case against Dixon Advisory director Paul Ryan which had alleged he breached his director duties.
As the Australian financial advice industry undergoes transformative change, Adviser Ratings pinpoints five key trends characterising the future of the profession.
Over 70 per cent of financial advisers are regularly working with other specialists in tax, aged care and estate planning, according to Viridian, to meet increasingly complex client needs.
Almost half of financial advice firms are still holding back from using managed accounts in their practice, Netwealth uncovers, despite the efficiency benefits they can offer to advisers.
