With Sanlam Private Wealth (SPW) coming under ASIC pressure regarding the number of responsible managers (RMs) in its business, law firm Holley Nethercote explores what the role entails. At the end of ...
There has been a “noticeable uptick” in the use of smart beta ETFs by sophisticated investors, according to Betashares. The ETF provider found smart beta ETFs captured $6.6 billion in net flows during ...
Platform consolidation is expected to accelerate among financial advisers this year, as software company Finura pinpoints which two platforms are set to be the winners. According to the wealth ...
A salary guide has uncovered the Australian fund management industry’s highest-paying asset class for 2025. Recruitment agency Robert Walters’ Salary Guide 2025 examined the salary ranges for funds ...
Over 40 per cent of chief executives believe their firm will be unviable beyond the next 10 years and are actively reinventing their businesses to stay relevant. In PwC’s annual global CEO survey, the ...
Iress has announced several appointments in its APAC wealth propositions team. The software provider confirmed that it has expanded the team with a number of newly created roles, focusing on executing ...
With regional and rural suburbs exhibiting high spare capacity to invest, Money Management speaks to three regional advisers on the opportunities beyond the cities and the importance of a strong ...
Iress has announced it will divest its superannuation business as the latest step in its transformation program, allowing it to focus on wealth management. The software firm has entered into a binding ...
Learning to delegate authority and relinquish a hands-on approach is critical when building a self-sustaining financial advice practice, Assured Support unpacks. The consultancy explored how advice ...
A new co-portfolio manager has joined Tyndall Asset Management to help strengthen the performance of its small companies portfolio. The Australian equity investment manager has appointed Josh Phillips ...
As global private equity (PE) firms scope out the Australian wealth management industry, Finura predicts which other local names may potentially receive a takeover offer. A trend that has defined the ...
There are seven key mistakes that financial advice businesses need to steer clear of in 2025, according to Adviser Ratings. With the highest performing advice firms achieving profit margins north of ...