资讯

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam is unethical.
Betashares is to merge its managed account business with InvestSense to form a purpose-built, comprehensive option for financial advisers that will have $8 billion in funds under management (FUM).
ASIC has warned Australian retail investors there “will be product failures” in the private credit space as the assets are untested for a large-scale stress event, but has stopped short of ...
A new artificial intelligence tool designed to shake up traditional financial advice business models, led by Raiz Invest founder George Lucas, has launched to the public.
Scarcity Partners believes the dynamics playing out in the managed account and outsourced chief investment officer market are “here to stay” based on positive developments in financial advice.
Zurich's Alena Miles outlines potential superannuation strategies for non-residents. The transitory nature of employment in today’s global society means that an increasing number of advisers are ...
Former First Sentier Investors multi-asset portfolio manager Andrew Harman has announced a new role, joining Macquarie Group as head of investment strategy and asset allocation.
As Insignia Financial formally completes the separation of MLC from NAB, Money Management reflects back on how the acquisition came to be and where Insignia sees MLC going forward.
Shaw and Partners has welcomed four new hires from Bell Potter Securities, strengthening its presence in the Queensland advice market. The investment and wealth management firm appointed Dwight ...
The growing use of drones is transforming warfare. Though their use on the battlefield dates back as far as World War I, recent conflicts, along with technological advancements and declining prices, ...
First Sentier Investors is the latest investment manager to enter the ETF space, enabling financial advisers and investors to access an existing geared fund via an ETF structure.
Two Australian small-cap asset managers have announced they are seeking to merge the businesses. Monash Investors has announced it will be acquired by DMX Asset Management and it will sit within the ...