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...

image
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....

image
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....

image
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....

image
People & Products

US-based global advisory Willis Towers Watson has appointed Simon James as head of credit, Australia....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 23 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago