Insignia looks to asset manager for board hire

insignia financial Jodie Hampshire Russell Investments boards

Insignia Financial has appointed the former APAC head of a global asset manager to its board.

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Wealth clients consider switching amid complex investment needs

EY Asia Pacific wealth management financial planning client engagement

Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch or add new providers to achieve this.

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Perpetual mulls over offloading wealth and corporate trust business to KKR

Perpetual Perpetual Corporate Trust wealth management KKR

Perpetual has confirmed it is in exclusive talks with global investment company KKR regarding an acquisition of its corporate trust and wealth management businesses.

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Candidate spike to prompt surge of new entrants

Wealth Data Colin Williams AFSL adviser numbers ASIC exam

With the highest number of candidates in a year sitting the latest financial advice exam, a surge of new entrants are expected in the coming weeks, according to Wealth Data.

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Platinum puts LICs under strategic review

Platinum Asset Management listed investment company funds management global equities Asian equities

Platinum Asset Management has put its two closed ended funds under strategic review in a bid to reduce the share price discount to pre-tax NTA and maximise shareholder value.

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NSW adviser permanently banned after exam falsification

ASIC financial advice exam banning

An NSW adviser, who advised over 120 clients after falsifying her financial advice exam results, has been permanently banned by ASIC.

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AMP expands North range with diversified index managed portfolios

amp North platforms managed portfolios

AMP has launched a range of five diversified index managed portfolios on its North investment platform, targeting a younger client demographic.

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Otivo looks to Silicon Valley for product hire

otivo digital advice super funds financial advice

Financial advice platform Otivo has made an experienced appointment from the US as its head of product strategy.

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Did exam changes improve March’s pass rate?

ASIC exam financial advice

ASIC has released the results from the latest financial adviser exam, the first to be run since changes to its structure earlier this year.

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Relative Return: Remaining humble in asset management

Podcast Relative Return

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 1 week ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

5 days ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

4 weeks ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 weeks 3 days ago