With the creation of mega advice firms fuelled by private equity, advisers are finding themselves under pressure to hit targets and achieve growth. Speaking on a Netwealth podcast, Michael Goodman, ...
With the intergenerational wealth transfer underway in Australia, wealth management firms are focusing both on attracting the next generation of clients and the next generation of advisers to service ...
Ausbil is to expand its active ETF range with two launches, one focusing on global small caps and one on listed infrastructure. The firm launched its first active ETF in September, which was the ...
Blackwattle Investment Partners has hired a trio from First Sentier Investors to run its first Equity Income Fund. Rudi Minbatiwala, Jason Moodie, and Marlon Chan have worked together for the past 17 ...
As private markets garner mainstream attention, a panel of experts believe access to the asset class through managed accounts will become more widely available, providing opportunities for advisers to ...
Advised investors switched out some of their blue-chip stocks for ETFs in September, according to the latest AUSIEX trading data. The monthly statistics showed that Betashares US Equities Strong Bear ...
As interest in managed accounts continues to grow, ASIC commissioner Alan Kirkland reasserted the regulator’s intentions to conduct surveillance on advisers and licensees using managed accounts to ...
Perth advice firm Integro Private Wealth has appointed Glen Mesch as head of advice and growth to spearhead a major business development initiative aimed at expanding the firm’s national reach.
Vanguard Investments Australia has launched a suite of Core-Satellite Model Portfolios, partnering with Lonsec Investment Solutions (LIS), part of Evidentia Group. Utilising LIS’ targeted manager ...
Bravura Solutions has appointed a new chair and deputy chair to take over from departing Matthew Quinn, while Shezad Okhai picks up another responsibility. It was announced in August that Quinn would ...
Welcome to the latest edition of the Money Management Portfolio Construction Guide, where we explore and demystify five essential asset classes for financial advisers. In this edition, we take a deep ...
The Reserve Bank of Australia (RBA) has announced it will hold the official cash rate, leaving it at 3.6 per cent, in a move largely expected by market analysts. Prior to the decision, economists at ...