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

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

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago