Search Page

Displaying results 183221 - 183240 of 183252

 

A Fidelity portfolio manager has announced he will be departing the business after almost a decade....

Funds management • 13 May 2025

Financial advice technology provider intelliflo has launched three new dashboards to help advisers monitor and demonstrate their business performance as they consider ino...

Financial planning • 13 May 2025

The investment and wealth management firm has welcomed four new hires from Bell Potter Securities, strengthening its presence in the Queensland advice market....

Financial planning • 13 May 2025

With less than one-third of Australian business owners seeing an adviser, Business Health has detailed how advice practices can successfully target this underserved clien...

Financial planning • 13 May 2025

The financial advice industry has reacted to the appointment of Dr Daniel Mulino as the new Minister for Financial Services, with hopes for improvements in legislation an...

Financial planning • 13 May 2025

The corporate regulator has cancelled the AFSL of a Queensland-based financial services provider, having held the licence since mid-2016....

Financial planning • 13 May 2025

The 60:40 model is no longer fit for purpose, but private assets can help save portfolios from market turmoil, writes Brendan Gow....

Expert Analysis • 13 May 2025

Insignia Financial has announced the status of the two private equity bidders as due diligence comes to an end, with one bidder opting to pull out....

Financial planning • 14 May 2025

Too few financial advisers are aware of direct indexing, an investment approach gaining traction for its tax efficiency and customisation, writes Josh Persky....

Expert Analysis • 14 May 2025

A global Morgan Stanley report has found 83 per cent of Asia-Pacific individual investors would select a financial adviser based on their sustainable investment offerings...

Financial planning • 14 May 2025

Total ETF inflows grew by almost a third in April, according to VanEck, with four Vanguard funds seeing heavy inflows to mark the provider’s highest monthly ETF inflows....

Funds management • 14 May 2025

Two private market managers have shared how they aim to ensure their funds can meet their liquidity terms, reassuring advisers who are cautious about redemptions....

Funds management • 14 May 2025

Former deputy CEO of AMP Capital, David Atkin, has announced he will be returning to Australia after stepping down as chief executive of the Principles for Responsible In...

Financial planning • 14 May 2025

Large AFSLs with more than 100 advisers are seeing the largest losses in both adviser and AFSL numbers as individuals seek a smaller, personal vision in their work....

Financial planning • 14 May 2025

Morningstar believes there is still further to run with the potential takeover of Insignia Financial even with original bidder Bain Capital walking away....

Financial planning • 15 May 2025

International equities shrugged off market turmoil in April to report inflows of some $2 billion, more than double of the flows seen in the previous month....

Funds management • 15 May 2025

Following the recent launch of its Private Equity Secondaries Fund, Coller Capital has made the fund available to investors on several wealth management platforms....

Funds management • 15 May 2025

Quinbrook Infrastructure Partners managing director, APAC, Rob Kerr, is to leave the firm at the end of July, and a successor has been found from QIC....

Funds management • 15 May 2025

The number of advisers currently using or planning to use artificial intelligence in their practices has risen substantially to almost three-quarters of firms, according ...

Financial planning • 15 May 2025
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 3 weeks ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

3 weeks 4 days ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

1 week ago

ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors. ...

2 weeks 4 days ago