Iress appoints 2 to APAC wealth team

iress/wealth-management/technology/fintech/

Iress has made two appointments to its APAC wealth product and technology teams, one who joins from a superannuation fund and the second from accounting software platform Xero.

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Principal AM appoints global real estate research head

real-estate/commercial-property/hires/appointments/

Principal Asset Management has appointed a global head of real estate research and strategy.

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Relative Return Unplugged: The ripple effects of Trump’s tariff tactics

Podcast/Relative-Return/

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by AMP’s ch

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Sydney adviser permanently banned by ASIC

ASIC/banning/Sydney/financial-advice/

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and professionalism”.

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Greater ethics requirements contributing to lower fraud levels

Adviser-Ratings/fraud/adviser-education/CPD/

Advisers may say they struggle to meet their ethics CPD requirements, but the learnings are paying off as research finds it has helped to reduce adviser misconduct and financial fraud.

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An Insignia quarter: How much have shares risen since first M&A bid?

insignia/insignia-financial/private-equity/M&A/Scott-Hartley/

Three months on from the first Insignia Financial bid from Bain Capital, what developments have taken place and how have the firm’s shareholders benefitted?

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The key way for members to reduce their AFCA fees

AFCA/complaints/Australian-Financial-Complaints-Authority/david-locke/dispute-resolution/

AFCA chief executive, David Locke, has shared a key way for its financial services member firms to reduce the volume of fees paid to the organisation, which it says are “within the control of the member”.

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Wilsons Advisory digs into Perth’s mining scene

Perth/mining/resources/financial-advice/

Financial advice firm Wilsons Advisory has opened up its first Perth office, as the firm seeks to offer specialist corporate advice to mining and resources companies in the state.

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Advisers divided in understanding of non-custody solutions

praemium/CoreData/high-net-worth/Alternatives/

Non-custody solutions may be on the rise, especially among high-net-worth individuals, but there is a distinct divide in advisers’ understanding and knowledge of the products.

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Lonsec to launch alts solution for HNW market

Alternatives/lonsec/high-net-worth/managed-accounts/

Lonsec Investment Solutions (LIS) is set to launch a new alternative asset investment solution for financial advisers and their high-net-worth (HNW) clients.

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