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ROGER URWIN

Funds management

There is a growing concentration among the top 20 managers whose market share increased to 44% of total assets, according to the Thinking Ahead Institute....

Funds management

Macquarie Group has ranked as the largest asset manager in Australia with US$412 billion ($583 billion), significantly greater than its nearest rival....

Financial planning

Investment industry, which lacks learning from experience when it comes to improving investment committee practices and governance, should follow the aircraft industry’s ...

Funds management

The largest asset owners are responsible for the wealth and well-being of billions of people and they are critical to aiding society’s biggest issues, according to The Th...

Funds management

Only a small proportion of asset managers have measured and actively manage their own culture, according to a research paper by the Thinking Ahead Institute (TAI)....

Superannuation

Defined contribution assets in pension markets have overtaken defined benefit assets for the first time in what could be construed as a vote of confidence in Australia’s ...

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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’...

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

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

1 month ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

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ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

1 week 5 days ago