A former UBS portfolio manager has criticised active funds management fees as akin to paying for a meal in a ...
Planners will need to give reasons for their choice of platforms as well as the underlying investments in their Statements ...
"Clients really only care about two things: the services that advisers provide and the fees they charge and once they've ...
Many financial planners might struggle to articulate their value to passive clients come fee disclosure statement (FDS) time, according to ...
Generation X and Y high net worth clients require a different value proposition approach from financial advisers, according to Experience ...
Findings from Centric Wealth advisory group's first meeting — that value and capital protection are more important to clients than ...
Virtually all planners may be ready to handle the new Future of Financial Advice (FOFA) changes but too few are ...
Mortgage Choice Financial Planning is currently piloting a pricing menu for its services in a bid to increase transparency and ...
The Institute of Public Accountants (IPA) has reaffirmed its intention to issue its own standard to set aside the Accounting ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
