SIMON JAMES

Features

What was traditionally the domain of institutional investors is now becoming accessible to retail investors thanks to lower fees and availability on platforms, writes Lau...

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Financial planning

Transaction prices for M&A in the financial services sector remain buoyant, according to HLB Mann Judd, but targets are often reluctant to sell up....

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Funds management

There is a growing concentration among the top 20 managers whose market share increased to 44% of total assets, according to the Thinking Ahead Institute....

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Financial planning

It is “not a bad time” to sell a financial advice business as there are potential acquirers on the lookout for opportunities, according to HLB Mann Judd....

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People & Products

US-based global advisory Willis Towers Watson has appointed Simon James as head of credit, Australia....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 weeks 5 days ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 weeks 2 days ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

2 months 3 weeks ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

2 weeks 2 days ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

2 weeks 1 day ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

2 weeks 2 days ago