Research house Investment Trends has made a new hire to head up its Australian sales team.
Financial advice practices with high profit margins charge annual client fees of $7,700 and keep their operational costs low, says ...
A risk-averse nature by licensees to alternative funds is prompting advisers to opt to carry out the investment selection themselves.
Financial advisers are finding they are able to increase profits at their practices with fewer clients, according to Investment Trends, ...
A rising number of financial advisers – known as insourcers – are opting to take the investment selection process upon ...
Generation Z, those aged 18 to 24, account for nearly one-third of new online investors in 2024, according to Investment ...
Investment Trends has uncovered the annual average technology spend of financial advice firms and how advisers are adopting artificial intelligence ...
Up to three-quarters of financial advisers could be using managed accounts in the coming years, according to the latest Investment ...
Investment Trends has uncovered the amount of money unadvised Australians are prepared to pay for financial advice, with 1.3 million ...
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...
