TECHNOLOGY
People & Products
The financial services firm has internally appointed its next chief technology officer and executive committee member, following the resignation of Felicia Trewin last mo...
Funds management
Magellan executive chair Andrew Formica has highlighted the skills the firm will be looking for in its recruitment of a new CEO to replace David George, as he scraps its ...
Financial planning
The government’s response to the Quality of Advice Review has been ranked by Ensombl as the number one issue discussed among financial advisers with advisers keen for mor...
Funds management
While these fund managers believe the earnings story from AI outside the tech sector is likely to only play out by 2025, here’s how they’re stock-picking in the meantime ...
Funds management
Fidelity’s Asian equities investment director, Gary Monaghan, has shared his insights on Chinese technology after its Fidelity Asia Fund won at this year’s Money Manageme...
Expert Analysis
As an asset class, infrastructure has a number of unique characteristics that makes it an attractive option for investors across all points of the economic or market cycl...
Financial planning
Count has welcomed a Melbourne-based advice practice to its network, with a focus on the technology efficiencies provided by the licensee. ...
Features
Newly opened this year from its COVID-19 lockdowns, two tailwinds are in place which are making China a more appealing investment option for Australian investors....
People & Products
HUB24 and BT Panorama have announced new features to their respective platforms in a step towards supporting client engagement and efficiencies, and driving down adviser ...
Funds management
Magellan is betting on generative artificial intelligence in its flagship $7 billion Magellan Global Fund as it believes “major progressive evolutions” and heightened inn...
Funds management
Avoiding ‘banana skins’ has helped the $1.4 billion Munro Global Growth Fund post positive performance in the three months to 30 June....
Financial planning
Driven by technological efficiencies, advisers are doing more with less and witnessing increased profitability, according to a survey of over 120 practices. ...
Funds management
The Munro Global Growth Fund has benefited from the share price spike seen in Nvidia that valued the company at US$1 trillion....
Financial planning
With advice practices recording a slight uplift in profitability after years of decline, Business Health has outlined five key trends contributing to the change. ...
Funds management
The rise of artificial intelligence companies has the potential to trigger another dot-com boom, according to a fund management group, but it could look very different to...
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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...