Capgemini has identified how wealth management firms can boost their revenue after they report “substantial pressure” in the face of slower market growth and a challenging macroeconomic landscape.
Three of Australia’s largest licensees saw growth in their financial advice numbers over the past week, despite an overall double-digit decline across the wider industry for the second week.
Funds under management at Magellan have returned to growth in May after a lull in April.
The corporate regulator has issued a warning that its logo is being misused to perpetuate a social media scam promoting fake investment.
ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year.
In the latest episode of Relative Return, host Laura Dew chats with Manny Damianakis, head of sales at Global X, about the popularity of thematic ETFs and the benefits they offer advisers.
Three advisers share their experience and guidance when stepping up from an associate role to a provisional financial adviser, including the responsibility of managing their own clients for the first time.
The Federal Court has found Active Super made misleading representations regarding its ESG credentials, specifically around excluding Russian investments at the time of the Ukraine invasion.
There have been four major deals in the private markets space since March as asset managers look to capitalise on the rapid growth in demand for alternatives.
Former dealer group Libertas Financial Planning has given notice to AFCA to cease membership of the body’s external dispute resolution scheme, meaning victims will no longer to file a complaint.
