Schroders Australia has become the latest asset manager to announce changes to its Australian investment teams, with head of fixed income Stuart Dear to depart after more than a decade.
As the financial advice industry looks to embrace career changers, Money Management speaks with a former teacher and international development worker who took the leap into advice.
A former financial adviser based in the Sunshine Coast has been permanently banned by ASIC after being sentenced to six years’ imprisonment for fraud.
Young investors aged under 40 are more than twice as likely to measure the value of their financial adviser based on progress towards their goals, Dimensional research uncovers.
A Federal Court ruling on whether licensees need to ‘take all reasonable steps’ regarding conflicted remuneration could extend to other parts of the advice process, according to law firm Hall & Wilcox.
Natixis Investment Managers’ multi-affilia
A recruitment firm specialising in funds management has been welcomed as a recruitment partner for this year’s awards.
A new financial advice business, licensed by Centrepoint Alliance, has recently commenced operations servicing HNW clients including retiring Baby Boomers and single women.
Abrdn chief executive Stephen Bird is to depart the troubled fund manager, which has slashed hundreds of jobs, after four years as the firm “moves to fresh leadership”.
This senior consultant has emphasised why “playing the long game” of cultivating a desirable work culture is vital for high-performing financial advice firms and their teams.
