SWELL ASSET MANAGEMENT
Funds management
Swell Asset Management has launched a retail trust that was previously only opened to wholesale investors after increasing demand from retail investors for an active stra...
People & Products
Stephen Poole, former general manager of NAB’s Meritum Financial Group, has joined Gold Coast boutique fund manager Swell as head of distribution. ...
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MARKET INSIGHTS
Podcast
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...