Two financial advice professionals have shared their tips for success when building an effective Professional Year (PY) program as more advisers look to bring on junior staff. The latest financial ...
Donald Trump’s presidency has already begun reshaping the corporate and political landscape in the US, with executive orders rolling back diversity, equity, and inclusion (DEI) initiatives and clean ...
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 ...
Final numbers are in for the 2024 calendar year, showing the financial planning (holistic advice) business model saw the largest growth in terms of new licensees. According to Wealth Data, financial ...
Contrary to the “set and forget” perception of exchange-traded funds (ETFs), Generation Z and Millennial investors are actively engaging with and trading these passive vehicles, according to NAB. New ...
Adviser Ratings has explored how advice businesses can adopt more transparent and client-centric fee models in 2025. The first tranche of the Delivering Better Financial Outcomes (DBFO) reforms, which ...
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 ...
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 ...
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 ...
Regal Funds Management saw total net inflows of $2.1 billion during 2024, with flows primarily going into long/short equities and multistrategy vehicles. In an ASX update, the fund manager said $1.1 ...
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 ...
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 ...