Licensees recommencing to be a ‘common theme’ in 2024
Wealth Data’s Colin Williams expects financial advice licensees recommencing to be a common trend throughout this year, as nine licensees have restarted over the past four weeks.
Wealth Data’s Colin Williams expects financial advice licensees recommencing to be a common trend throughout this year, as nine licensees have restarted over the past four weeks.
JP Morgan Asset Management has launched a new digital portal in Australia based on adviser feedback, enabling them to compare portfolio performance and access investment insights.
Sequoia is seeking $3.5 million in damages from Tim McGowen, following the acquisition of Informed Investor in April 2022.
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.