Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch or add new providers to achieve this.
Perpetual has confirmed it is in exclusive talks with global investment company KKR regarding an acquisition of its corporate trust and wealth management businesses.
With the highest number of candidates in a year sitting the latest financial advice exam, a surge of new entrants are expected in the coming weeks, according to Wealth Data.
Platinum Asset Management has put its two closed ended funds under strategic review in a bid to reduce the share price discount to pre-tax NTA and maximise shareholder value.
An NSW adviser, who advised over 120 clients after falsifying her financial advice exam results, has been permanently banned by ASIC.
AMP has launched a range of five diversified index managed portfolios on its North investment platform, targeting a younger client demographic.
Financial advice platform Otivo has made an experienced appointment from the US as its head of product strategy.
ASIC has released the results from the latest financial adviser exam, the first to be run since changes to its structure earlier this year.
In this episode of Relative Return, host Laura Dew speaks with Andrew Mitchell, director and senior portfolio ma
In an open letter, Sequoia chief executive Garry Crole has hit out against shareholders “with a personal axe to grind” as he fights for his job ahead of an EGM in June.
