Trust levels in financial planners have returned to pre-royal commission levels, as this CEO underscores the impact of strong optimism in the advice industry. According to CoreData, the level of trust ...

The industry has regained the majority of losses seen in the previous week, with one licensee seeing a gain of six new advisers. According to Wealth Data’s statistics for the week to 12 September, ...

There are three factors that are holding advice firms back from meeting their full potential when it comes to profitability. In an M&A market report from Forte Asset Solutions, it discussed the growth ...

Platinum is “considering the merits” of being the specialist alternative manager’s latest M&A target. Platinum Asset Management has confirmed that it received an unsolicited confidential, non-binding, ...

Two Australian small-cap asset managers have completed their merger after announcing the news in July this year, while providing an investment update. In July this year, Monash Investors announced it ...

Australia saw one of the most severe underlying dividend declines in the world in the second quarter of 2024, according to Janus Henderson. In the firm’s Global Dividend Index, the asset manager said ...

A recruitment expert examines how outsourcing is affecting the local talent landscape in Australia for graduates looking to enter the sector. Outsourcing has become increasingly commonplace in the ...

Stronger fund flows and a shift to higher-margin funds has benefitted GQG Partners lately but investors are underestimating the risk of performance mean reversion, according to Morningstar. In its ...

The Lazard Japanese Strategic Equity Fund holds around 30 securities and invests in undervalued opportunities in the Japanese equity market, utilising an investment approach that focuses on bottom-up ...

With the FY24 reporting season behind us, five major financial advice licensees are looking to achieve growth either through inorganic activity or internal expansion. Over the past month, Australia’s ...

An alleged involvement with an insurance claims business has led the Federal Court to vary the orders of a former adviser who had been banned from working in financial services. In September 2016, the ...

A global market sell-off in August and concerns around the Fed’s approach to rate cuts have prompted investors to consider reassessing their portfolio allocations. Market volatility has returned after ...