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IMAP
Financial planning
A panel of portfolio managers have shared how advisers can adjust model portfolios for the changing environment as current models are unlikely to meet clients’ objectives...
Financial planning
It is crucial to distinguish between short-term events and long-term shifts when it comes to assessing geopolitical risk, according to a panel, as clients raise frequent ...
People & Products
BT is increasing the help available for support teams in advice firms to drive efficiencies in the back-office system....
Financial planning
Improved client education has helped managed accounts to grow to $135.8 billion, according to the Institute of Managed Account Professionals, a rise of 22% in a year....
Funds management
The inflation environment will be much higher than pre-COVID levels over the next two to five years despite pockets of deflation, according to AMP Capital....
Financial planning
Removing Design and Distribution Obligations for providers of personal advice is a key recommendation in the Institute of Managed Professionals’ submission to the Quality...
Funds management
Central banks are on a path to normalisation with the cash rate expected to be at 3.4% in two to three years, according to BMIS....
Funds management
Morgan Stanley believes Australia is well placed to outperform most developed markets and is forecasting Australia’s gross domestic product to grow 4.5% this calendar yea...
Financial planning
Funds under management in managed accounts have risen to $131.6 billion with particular growth seen in the separately-managed account space. ...
Financial planning
The wealth management industry is headed toward a consumer-focused business model and the trend will only be accelerated by disruptive technology giants....
Financial planning
The makeup of staff in advisories will need to radically change as more affordable cloud-based computing speeds up the advice generation process, according to Finura Grou...
Financial planning
Open data ecosystems designed by tech giants will drive down the time taken to produce advice, and the most important decision an advisory can take is choosing to adapt w...
Financial planning
The options in the market for managed accounts are helping provide accessible options for advisers who need to achieve scale, according to abrdn....
Funds management
Having just surpassed $100 billion in funds under management, the industry could hit the $200 billion milestone in three years, according to IMAP....
Editorial
The widespread general criticism of the Financial Adviser Standards and Ethics Authority’s latest efforts around code of conduct guidance should be the catalyst for the G...
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MARKET INSIGHTS
Podcast
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,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...