资讯

ASIC has confirmed the industry funding levy for the 2024–25 financial year and how much licensees can expect to pay.
Generation Development Group (GDG) has appointed former Evidentia chief executive Peter Smith as an executive director. Smith will join the board with immediate effect, and the firm said he has ...
In this week’s episode of Relative Return Insider, Professor Robert Brooks of Monash Business School joins the show to unpack the economic and market implications of rising tensions between Israel and ...
The development of semi-liquid private equity funds is providing an easier way for wealth managers to access the asset class, according to a panel, while firms are substantially improving their ...
Adviser losses this week are quadruple the same period a year ago, with the industry falling into negative territory for the last 12 months.
Equity Trustees has paid three infringement notices issued by ASIC in which the corporate regulator alleged it made misleading statements about investments in a sustainable bond fund.
Wealth managers who lack expertise in alternatives could find themselves at risk of losing clients, according to iCapital, with a shift towards evergreen funds already at play in their asset ...
Rising advice fees has prompted Radar Results to increase its price guide to a minimum of $3,000 per client to reflect the changing shape of the adviser landscape.
International advice group Findex has appointed a senior individual to spearhead its M&A and growth operations across Australia and New Zealand, seeking to make the brand a household name.
Only three active asset managers are forecast to see positive flows through to FY29, according to Morningstar, with those focused on specialist fixed income in the best position as investors move to ...
Despite the perception that short-term market events shouldn’t affect portfolio decisions, Praemium research finds 60 per cent of advisers have made portfolio changes in response to US President ...
Investment consultancy Ascalon Capital has appointed a new partner, who joins from 20 years at Zenith Investment Partners, as well as a new chief executive amid a “bold new chapter” for the firm.