The majority of advisers are failing to proactively understand their clients’ needs and satisfaction, with just one in four practices formally seeking feedback in the las...
Former First Sentier Investors multi-asset portfolio manager Andrew Harman has announced a new role, joining Macquarie Group as head of investment strategy and asset allo...
A hiring spree is expected in private markets with 90 per cent of firms expecting to maintain or increase their headcount over the next 12 months, according to Preqin....
With over half of advisers using managed accounts, HUB24’s head of managed portfolios has unpacked the benefits driving their usage and how they can be leveraged by advic...
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients....
Amid a growing appetite for alternatives, investment executives have shared questions advisers should consider when selecting a private markets product compared to their ...
Chief executive Maria Lykouras is set to exit JBWere as the bank confirms it is “evolving” its operations for high-net-worth clients....
Investment executives say the benefits of real assets for client portfolios can “absolutely” outweigh the illiquidity risk, provided there is a good understanding of its ...
Mason Stevens has tapped Investment Trends’ head of growth, alongside two other hires, to bolster its distribution team. ...
TWC Investment Management, which launched in September, has unveiled a long-only equity fund targeting global wealth creator stocks....
Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....
A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...
Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...