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Wealth managers who lack expertise in alternatives could find themselves at risk of losing clients, according to iCapital, with a shift towards evergreen funds already at...
Adviser losses this week are quadruple the same period a year ago, with the industry falling into negative territory for the last 12 months. ...
Australians have the second-highest median wealth in the world, beaten only by Luxembourg, as those in the middle bands are experiencing pronounced wealth growth, UBS has...
Padua Solutions has poached an individual from Colonial First State to take on a newly created role focused on overseeing its technical capabilities. ...
Betashares is preparing to enter the private asset space, with the ETF provider set to unveil plans to roll out a suite of unlisted funds starting with a US private credi...
Traditional relationships between advisers and business development managers are evolving, with the expectations for them to provide meaningful guidance to the advice pra...
BlackRock has opted to reduce exposure to Australian equities in its model portfolios, taking profits after strong ASX performance year-to-date. ...
With adviser losses set to continue, Wealth Data founder Colin Williams has detailed which business model is likely to drive the exodus. ...
Perennial Partners has acquired a majority stake in Melior Investment Management which will see it take over management of the Melior Australian Impact Fund....
With active players closing funds and struggling to hold their own against passive players, recruiters have debated whether there is still a hiring market out there for a...
The FSCP has issued a written direction to an adviser who charged clients "extraordinary fees" for inappropriate and conflicted advice as well as encouraged them to switc...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...