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EY
Funds management
A new EY report highlights six key trends shifting the Australian ETF industry, from new issuers penetrating the market to a record-breaking number of active products. ...
Financial planning
As clients exhibit their willingness to “test the waters” with their wealth providers, an EY leader underscores why client retention is vital for financial advice firms ...
Financial planning
Capgemini has identified how wealth management firms can boost their revenue after they report “substantial pressure” in the face of slower market growth and a challengi...
Financial planning
Almost half of advised investors expect technology to become so advanced that they will no longer use a financial adviser by 2030, according to a global report by LSEG....
Financial planning
Financial advisers and wealth managers need to exceed their clients’ desires for personalisation, a new EY report writes, and the requirements for this will vary between ...
Financial planning
Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch...
Financial planning
EY believes there is a benefit for banks in returning to the wealth space and developing decumulation products for consumers entering retirement. ...
Financial planning
As financial goals evolve with market volatility, ensuring adequate income is no longer the number one priority for investors, according to EY Global Wealth Management Re...
Funds management
M&A activity in the asset and wealth management space is expected to continue in 2023, according to EY, as firms see pressure on margins and profitability....
Funds management
The Big Four banks have reported combined cash earnings of $28.5 billion but signs are pointing towards challenging conditions, according to EY and KPMG....
People & Products
Fintechs are expecting to see significant headwinds in 2023 as a lack of talent threatens the sector’s ability to perform on a global stage, according to an EY census....
Funds management
The number of investment managers holding companies to account on environmental and social issues has more than doubled in the past two years as investors demand more cor...
People & Products
Fintech firm Q4 Associates Limited has joined EY New Zealand, a move it says will enable it to better serve clients across Australia and New Zealand as it expands in the ...
Funds management
Australia’s four major banks have delivered $14.4 billion in combined headline cash earnings for the 2022 half year, up $700 million or 5.1% from 2021 half year results....
People & Products
EY has opened a financial services division in New Zealand to provide local clients with banking, wealth and asset management knowledge....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....