The overall number of licensees has fallen by 15 per cent since January 2021, according to Wealth Data, but those focused solely on holistic advice have seen positive growth.
Research house SQM Research has launched Shares Professional to help advisers rank ASX 200 companies.
The wealth platform has announced it is partnering with Citi Securities Services for custody and funds administration services as it looks to expand its offerings.
Perpetual small-cap manager, Jack Collopy, is to depart the asset manager after more than 20 years and the firm has appointed two co-portfolio managers to take over.
Despite its history of volatility, emerging markets offer rewarding returns for investors with long-term “emotional grit”, says this Fidelity investment director.
Investment strategist Frank Uhlenbruch is to leave Janus Henderson after almost 30 years.
With sustainable investing becoming increasingly popular, 80 per cent of ASX 200 companies now link remuneration to ESG outcomes.
A whole generation of investment managers – and some central bankers – are navigating an economic landscape they have never experienced.
ClearView Wealth has appointed a new chief executive as managing director, Simon Swanson, departs after 12 years.
Money Management is pleased to announce the launch of a new weekly podcast that explores the people, products and strategies shaping Australia’s financial services industry.
