Investment Trends has uncovered the annual average technology spend of financial advice firms and how advisers are adopting artificial intelligence in their everyday processes.
National advice group Bombora Advice has appointed David Mounsey in the newly created role of business growth and development manager to drive future growth, particularly in the risk space.
Strong inflows from international equity ETFs have helped accelerate Australian ETF assets under management to above $200 billion, Vanguard data shows.
The rise of self-licensed financial advisers is creating a “once in a generation” opportunity for platforms as they are prompted to select their platform of choice for the first time.
Regal Partners has shared how the acquisition of Merricks Capital will progress its private credit goals with 40 per cent of the firm’s FUM expecting to sit in private credit post-completion.
The financial advice firm has appointed an Aware Super executive to join its platforms business in a newly created role aimed at enhancing and accelerating its retirement capability.
ASIC has permanently banned a former Western Australia-based financial adviser after he falsified his adviser exam certificate.
ASIC has confirmed the estimated industry funding levy for the 2023–24 financial year and how much licensees can expect to pay.
From multiple fund closures to a blockbuster IPO, Money Management collates the most significant news in the funds management industry over the past three months.
