Shy-Ann Arkinstall

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Funds management

17 Sep

Women prioritising social media advice over professionals

Women are expected to inherit US$124 trillion through the intergenerational wealth transfer, but Capital Group has found they are twice as likely to rely on social media ...

Funds management

17 Sep

Challenger IM raises $350m for listed credit structure

Challenger Investment Management has raised $350 million during the offer period for its new ASX-listed investment structure....

Financial planning

16 Sep

Optimistic Aussie investors targeting 10% annual gains

Australian investors are more confident than their APAC peers in reaching their financial goals and are targeting annual gains of more than 10 per cent, according to Fide...

Financial planning

16 Sep

Zenith loses another veteran, appoints portfolio solutions head

Zenith Investment Partners has lost its head of portfolio solutions Steven Tang after 17 years with the firm, the latest in a series of senior exits from the research hou...

Financial planning

12 Sep

Preparing an advice practice for sale in a ‘buyer’s market’

With a large group of advisers expecting to exit before the 2026 education deadline, an industry expert shares how these practices can best prepare themselves for sale to...

Financial planning

12 Sep

Netwealth improves adviser trading with FinClear partnership

Wealth management platform provider Netwealth has announced a partnership with FinClear to streamline trading capabilities for advisers. ...

Financial planning

11 Sep

Balancing client fees and operating costs to avoid the ‘58% club’

While the advice profession struggles under growing operating costs, Adviser Ratings has found more than half of practices – some 58 per cent – that generate less than $2...

Financial planning

11 Sep

Exam passes push adviser numbers back to positive

Off the back of the August adviser exam results, the profession has seen 17 new entrants hit the Financial Adviser Register (FAR) this week, helping numbers return to pos...

Financial planning

10 Sep

‘Hostage situation’ fears amid FAAA’s PY non-compete stance

An FAAA recommendation to make PY advisers subject to non-compete clauses would place candidates in a “hostage situation” with their employer and potentially deter new en...

Financial planning

10 Sep

Where are the missing third of ASIC exam passers?

While the profession struggles to keep up with strong consumer demand, a third of people who have passed the ASIC adviser exam aren’t actively practising, so where is thi...