POWERED BY MOMENTUM MEDIA
NETWEALTH
Financial planning
Reporting its quarterly results for the three months to 30 June, the firm said it has seen funds under administration increase by $4.4 billion although outflows remain at...
Funds management
New data has revealed that while more Australians are investing responsibly, those who are sceptical of ESG have hardened their stance....
Funds management
The naming of ESG funds could be a hindrance to flows as growing regulatory enforcement action against greenwashing prompts investors to seek out those funds that “fly un...
Financial planning
Female investors hold different financial drivers, beliefs and goals than their male counterparts, which need to be unpacked for a successful adviser-client relationship...
Editorial
As women’s investment behaviour continues to evolve, industry professionals argue that financial advisers are missing out on a promising group of clients....
Policy & Regulation
Financial services firms were among seven entities reviewed by the regulator as part of its work to develop corporate guidance for whistleblower protection....
People & Products
The annual platform report from Investment Trends has shared which platform has taken the top spot for overall functionality this year. ...
Financial planning
Wealth managers and advisers are racing to manage the next generation of investors and additional high net worth individuals among several trends facing the industry....
Financial planning
The super and investment services platform has reported underlying profit growth, despite a spike in outflows across both its FUA and FUM portfolios. ...
Financial planning
A survey by Netwealth has detailed the factors that women value when it comes to selecting a financial adviser and where advisers have room for improvement....
Funds management
Economic uncertainty and a shift in market sentiment have been attributed to a 42% plunge in the wealth management firm’s net FUA inflows....
Financial planning
Financial advice firms are increasingly looking to regulatory technology in an effort to offset the rising cost of compliance, according to a new report....
People & Products
Adviser demand has led BetaShares make its range of ethically-screened separately managed accounts available on the Netwealth platform....
Financial planning
Netwealth has released a report showing significant demand among Australians for guidance on responsible investing....
People & Products
There is likely to be increased platform consolidation in the market, according to two industry leaders, but firms may find it harder to merge than they expect....
Never miss the latest news and developments in wealth management industry
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,...