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Financial planning
There are signs the financial advice industry is stabilising as Q3 2023 demonstrated the second-lowest number of exits in five years, according to Adviser Ratings’ quarte...
People & Products
Money Management collates the biggest hires and exits in the financial services space of the last three months. ...
Funds management
Magellan has appointed Amy Krizanovic as head of ESG and it is understood her predecessor and former deputy CIO, Dom Giuliano, has departed the firm after 16 years....
People & Products
Sunny Bangia, portfolio manager and founding equity partner at the investment manager, has left the firm after eight years. ...
People & Products
Nathan Lim had been with the firm for seven years and was responsible for forming its asset allocation and portfolio management capability for Australia and Asia. ...
Financial planning
There is cause for “cautious optimism” about the adviser landscape in 2023, according to Adviser Ratings....
Funds management
Bank of Queensland has elaborated on its surprise decision to appoint a new chief executive to replace George Frazis....
Financial planning
Economic uncertainty is prompting the need for business owners to have their exit plans organised in case of future sale, according to HLB Mann Judd. ...
Financial planning
There are four possible scenarios for the adviser exit pathway to take going forward, according to Rainmaker Information, ranging from an outcome of zero advisers to 12,0...
Financial planning
After losing 126 advisers last week, the advice industry has recorded 117 appointments and 115 losses for a net gain of two advisers this week....
Financial planning
The financial advice profession has again fallen by triple figures, recording a weekly loss of 126 advisers in the lead-up to the end of financial year, according to Weal...
People & Products
Nick Parsons has stepped down as chief executive of Bravura Solutions and will depart on 22 August....
Funds management
Fidelity global emerging markets fund manager, Alex Duffy, is to leave the firm at the end of May after 16 years. ...
Financial planning
IMB Bank has exited advice ownership with its planning assets being sold to Bridges Financial Services....
Funds management
Mark Bouris’ Yellow Brick Road has continued its exit from wealth management by completing the sale of its 50 per cent stake in Smarter Money Investments to joint stakeho...
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...