Genium makes third research appointment from Morningstar

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.

AUTHOR

Will adviser numbers see greater stability in 2024?

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.

AUTHOR

Work/life balance a key attraction in employee retention

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.

AUTHOR

Directors risking unintentional greenwashing by avoiding ESG obligations

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.

AUTHOR

Relative Return: The role of real estate in a portfolio

In this episode of Relative Return, host Laura Dew speaks with Andrew Lockhart, managing partner at Metr

AUTHOR

Cromwell doubles down on Australia with European platform sale

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.

AUTHOR

Australian Ethical makes $5.5m acquisition of fixed income manager

Australian Ethical has announced it has entered into a binding agreement to acquire a sustainable fixed income manager, increasing its FUM by around $2 billion.

AUTHOR

CFS passes $1bn on Edge platform

Colonial First State has reached $1 billion in funds under administration on its Edge platform, having launched last August.

AUTHOR

Former adviser banned for multiple breaches

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches.

AUTHOR

Russell Investments appoints APAC head

Russell Investments has appointed a new head of Asia-Pacific, six months after appointing Pete Gunning to the role.

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 3 days ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 1 day ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

2 weeks 5 days ago