Advisers debate whether to charge for an initial meeting

financial-advice/fees/elixir-consulting/advice-fees/

Money Management speaks with five advisers on whether or not they charge for their initial meetings, as

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DASH hires new CTO to drive growth

dash/platforms/financial-planning-software/

The financial advice software provider has appointed a new chief technology officer replacing Ted Tsao as the firm enters its next growth stage.

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Gen X drive early adoption of digital advice

digital-advice/financial-advice/Natixis/Natixis-Investment-Managers/roboadvice/

Nearly half of Generation X are turning to digital financial advice for support, Natixis Investment Managers discovers, in combination with a human adviser.

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ASIC obtains interim orders against managed fund

ASIC/federal-court/managed-funds/

ASIC has obtained interim orders from the Federal Court to freeze the assets of a registered managed fund and prevent its former director from leaving Australia.

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Bullish asset allocators retreat from bonds

Bank-of-America/fund-managers/bonds/fixed-income/

The latest Bank of America Global Fund Manager Survey has found investors are the most bullish they have been since November 2021, pivoting away from bonds and into equities.

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The 4 Rs of cyber security

cybercrime/cyber-security/law/data-breaches/compliance/

As AFSLs cite cyber security as their biggest compliance fear, a law firm has shared four steps that listed businesses need to take if they suffer a breach.

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The characteristics of top-performing advice practices

advice-firms/financial-advisers/practice-management/elixir-consulting/Virtual-Business-Partners/

There are six critical factors that high-performing financial advice businesses have in common, new data from VBP-backed Elixir Consulting highlights.

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Otivo launches SOA audit tool

quality-of-advice-review/SOAs/financial-advice/fintech/otivo/

Financial advice platform Otivo has launched a compliance tool for financial advisers to publish and audit their statements of advice.

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Lazard AM unveils first Australian ETF

Lazard/ETFs/infrastructure/

Lazard Asset Management has launched its first ETF in Australia, transforming its global listed infrastructure fund into an ETF structure.

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RBA announces latest rate decision

RBA/interest-rates/central-banks/

The central bank has announced its latest rate decision amid sticky inflation and ongoing geopolitical tension, including uncertainty in the eurozone.

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

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