The FAAA is hopeful the education and experience pathway deadline will be the “last big thing” that could cause an adviser exodus but concern now turns to advisers moving...
The outlook for small-scale retail funds may be “terminal” and has prompted Clime Investment Management to close two of its Australian funds. ...
Real Asset Management has appointed a head of funds management- real estate to support its growing property team as the firm expands its diversified real estate platform....
T. Rowe Price has launched a multi-strategy credit fund in partnership with US firm Oak Hill Advisors to bring the strategy to Australia for the first time....
Advisers are now serving more ongoing clients, according to a CFS report, but efficiency limitations continue to hinder the 82 per cent looking to serve more. ...
The advice industry is in an “arms race” according to minister for financial services, Daniel Mulino, around the use of technology in superannuation switching scams such ...
High-net-worth clients with between $5-10 million are found to have the greatest unmet advice needs, according to LGT Crestone, with inheritance planning viewed as the mo...
Real estate fund manager Quay Global Investors has listed two active ETFs on the ASX, providing investors with access to real estate equity portfolios....
ETF usage by high-net-worth investors is on the rise with allocations rising by a third in the past year but it lags behind direct equity exposure. ...
Global X has announced the launch of its latest ETF, providing access to Japan’s largest companies under a low-cost structure. ...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...