The role of a financial adviser is becoming more about investor management than investment management, according to Morningstar, with a greater emphasis placed by clients on soft skills.
Alternative asset manager HMC Capital has announced it will acquire private real estate debt manager Payton Capital in a bid to establish a $5 billion private credit platform.
With more and more licensees looking at M&A activity, Business Health has shared 10 suggestions to ensure a successful onboarding process as the two firms come together.
AZ NGA subsidiary Nestworth, which recently acquired the financial advice business of Australian Unity, has appointed a former senior Insignia executive as CEO.
Research house Genium Investment Partners has made a third appointment from Morningstar in less than a year to work in its newly launched research ratings division.
As YTD financial adviser growth approaches parity with 2023, Wealth Data’s Colin Williams is optimistic that adviser losses will be less severe in 2024 due to increasing steadiness in the profession.
Employers should not panic if remuneration budgets are too stretched to offer salary bumps, according to two recruiters, as staff say they are also attracted to a greater work/life balance when accepting a promotion.
Failure to meet ESG compliance obligations can leave financial services directors walking a tightrope of risk, according to PwC, as ASIC urges firms to prepare for climate reporting.
In this episode of Relative Return, host Laura Dew speaks with Andrew Lockhart, managing partner at Metr
The property group has announced the sale of its European funds management platform for $457 million as it looks to Australia and New Zealand for future growth.
