JPMORGAN

Funds management

There are unlikely to be rate cuts by central banks this year, according to JPMAM’s Kerry Craig, but investors need to prepare their portfolios for a 2024 rate reversal....

Funds management

A new levy on large US banks has been proposed by regulators, set to deliver a two-year blow to earnings....

Expert Analysis

Dealer groups that win the adviser relationship will be those that place digital at the centre of their adviser value proposition, according to Midwinter....

Funds management

Fitch Ratings has said that BlackRock’s full licence for its onshore Chinese investment management firm represents a milestone in a growing competition between internatio...

Funds management

While JPMorgan doesn’t quite predict a 2019 recession, the global economy is still looking a little wobbly, prompting Money Management to deep dive into global equity dat...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 4 weeks ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 2 days ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

5 days 17 hours ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 day 20 hours ago
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