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EY
Funds management
Alternative funds are increasingly seeking to raise assets from the retail and wealth management space as institutions are constrained on the volume they can allocate to ...
Features
Advisers would be wise to understand online investing services given they are democratising investment and removing barriers to entry, Laura Dew finds....
Financial planning
There remains a problem for people being able to access affordable advice which could see firms forming joint ventures with technology firms....
Policy & Regulation
Product issuers and distributors need to be careful with what incentives apply to distributors who sell products to those target customers, according to EY....
Features
With a significant generational wealth transfer on the horizon, wealth managers and financial advisers will have to adapt their business models to take advantage, writes ...
Financial planning
Clients with sustainable goals are more than twice as likely as those without to switch provider if they feel their adviser is letting them down. ...
Funds management
The profitability of asset managers is likely to see a “dramatic” change in the next five years, according to EY, as inflows are forecast to fall to around 2% per annum. ...
Funds management
Alternative funds managers in Asia Pacific need to focus on the challenges of growth in a COVID-normal environment which will include ESG products and diversity and inclu...
Life/Risk
Insurers need to partner with insurtechs across their entire business if they are to address legacy technology issues, according to a report....
People & Products
Simone Dyda will be chief financial officer and Jason Muir will be chief risk officer, both effective from 15 May, 2020....
Funds management
OneVue is expecting the sale of the Madison Group to be completed in May and will look to select a preferred bidder by the end of this week....
People & Products
The Australian-founded, London-based investment and corporate advisory group has appointed Michael Divens as chief financial officer....
Policy & Regulation
The Institute of Certified Management Accountants has welcomed a parliamentary inquiry into the conduct of audit firms. ...
Policy & Regulation
National Australia Bank has again found itself the subject of adverse media following the publication of leaked audit documents relating to its risk governance standards....
People & Products
Women are being held back from joining ASX 200 boards due to a lack of experience in an executive role, according to the 30% Club and EY....
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MARKET INSIGHTS
Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...