资讯
Stockbrokers and Investment Advisers Association chief executive, Judith Fox, is set to retire at the end of this year.
AMP has unveiled enhancements to its digital advice platform, now offering personalised investment and contribution advice as it seeks to take a “market leading position” in the space.
Whether received via human or digital means, financial advice is reportedly leading to lower stress and more confidence, according to Vanguard.
A specialist ETF provider is seeking to become “the new Betashares” with its active ETFs, thanks to its use of algorithms to achieve outperformance.
The new financial year has got off to a strong start in adviser gains, helped by new entrants, after heavy losses sustained in June.
Two national advice businesses have merged to form a leading holistic advice business with $2.5 billion in funds under management.
Two active fund managers have outshone rivals to report double-digit share price growth of more than 40 per cent for FY25, but another has lost more than 50 per cent.
Platinum Asset Management has entered into binding terms for a merger with L1 Capital with the firm to be renamed upon completion.
Coastal Advice Group chief executive, Daniel Brown, has said the firm has no intention of slowing down, with plans to do as many as 15 acquisitions in the next 12 months.
ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests.
The finalists for the 2025 Australian Wealth Management Awards have been revealed, shining a spotlight on the top performers and rising stars across the nation’s wealth sector.
With share price growth of 45 per cent for FY25, Australian Ethical has shared why it believes the firm has done so well compared to its active peers.
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