Self-licensing to remain strong trend in 2024
There remains a “strong appetite” for solo operators in the financial advice space, according to the latest Adviser Ratings’ Musical Chairs Report, making up over half of applications last quarter.
There remains a “strong appetite” for solo operators in the financial advice space, according to the latest Adviser Ratings’ Musical Chairs Report, making up over half of applications last quarter.
In this episode of Relative Return, Maja Garaca Djurdjevic speaks with Andrew Peros, small-cap portfolio manager at Ausbil, about why the market environment indicates the “perfect time” to go into small caps.
Three-quarters of Australian fund selectors maintain that artificial intelligence is here for the long haul, Natixis IM reports, contrasting fears that the technology is a bubble.
BlackRock has promoted Jason Collins from the deputy head of BlackRock Australasia to become its next head of Australia.
Insignia has looked to a rival licensee for its new chief executive to replace Renato Mota.
AZ NGA chief executive, Paul Barrett, has shared why financial advice firms have become more valuable to acquire in the five years since the Hayne royal commission and why appetite remains high for acquisitions.
Boutique asset manager Aldersley Capital has partnered with online platform OpenInvest to launch a new investing solution to reach a broader audience of high-net-worth investors.
A Western Australian financial adviser has launched a petition and called for Financial Services Minister Stephen Jones to increase the portion of the ASIC levy paid by licensees ahead of the next levy schedule.
GQG Partners has seen a US$7 billion increase in funds under management since the start of 2024.
A Victorian accounting firm – in which Count holds a 40 per cent equity stake – has announced the acquisition of an accounting client book through a $1.4 million transaction.