EY

Financial planning

As clients exhibit their willingness to “test the waters” with their wealth providers, an EY leader underscores why client retention is vital for financial advice firms ...

Financial planning

Capgemini has identified how wealth management firms can boost their revenue after they report “substantial pressure” in the face of slower market growth and a challengi...

Financial planning

Almost half of advised investors expect technology to become so advanced that they will no longer use a financial adviser by 2030, according to a global report by LSEG....

Financial planning

Financial advisers and wealth managers need to exceed their clients’ desires for personalisation, a new EY report writes, and the requirements for this will vary between ...

Financial planning

Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch...

Financial planning

EY believes there is a benefit for banks in returning to the wealth space and developing decumulation products for consumers entering retirement. ...

Financial planning

As financial goals evolve with market volatility, ensuring adequate income is no longer the number one priority for investors, according to EY Global Wealth Management Re...

Funds management

M&A activity in the asset and wealth management space is expected to continue in 2023, according to EY, as firms see pressure on margins and profitability....

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Funds management

The Big Four banks have reported combined cash earnings of $28.5 billion but signs are pointing towards challenging conditions, according to EY and KPMG....

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People & Products

Fintechs are expecting to see significant headwinds in 2023 as a lack of talent threatens the sector’s ability to perform on a global stage, according to an EY census....

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Funds management

The number of investment managers holding companies to account on environmental and social issues has more than doubled in the past two years as investors demand more cor...

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People & Products

Fintech firm Q4 Associates Limited has joined EY New Zealand, a move it says will enable it to better serve clients across Australia and New Zealand as it expands in the ...

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Funds management

Australia’s four major banks have delivered $14.4 billion in combined headline cash earnings for the 2022 half year, up $700 million or 5.1% from 2021 half year results....

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People & Products

EY has opened a financial services division in New Zealand to provide local clients with banking, wealth and asset management knowledge....

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Funds management

Alternative funds are increasingly seeking to raise assets from the retail and wealth management space as institutions are constrained on the volume they can allocate to ...

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MARKET INSIGHTS

Adnan

It is fascinating to see that this year - 2 funds (Mine Super & CFS FirstChoice Employer Super) which failed APRA Perfor...

2 days ago
Mitch VB

Thanks for providing us even more work in educating clients on the growth/ defensive splits of all these "top" performer...

2 days ago
JohnM

Why would you do that for? It would be a case of the same circus, different clowns....

2 days 7 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

1 week 2 days ago

The $280 billion Australian Retirement Trust is the first superannuation fund off the block to report its performance for the 2023-24 financial year....

2 weeks 5 days ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

2 days ago