POWERED BY MOMENTUM MEDIA
SIMON JAMES
Features
What was traditionally the domain of institutional investors is now becoming accessible to retail investors thanks to lower fees and availability on platforms, writes Lau...
Financial planning
Transaction prices for M&A in the financial services sector remain buoyant, according to HLB Mann Judd, but targets are often reluctant to sell up....
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....
Financial planning
It is “not a bad time” to sell a financial advice business as there are potential acquirers on the lookout for opportunities, according to HLB Mann Judd....
People & Products
US-based global advisory Willis Towers Watson has appointed Simon James as head of credit, Australia....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...