Financial advisers who wish to implement artificial intelligence (AI) in their practices need to undergo a change in their mindset as to how they use technology. Speaking at the Vanguard adviser ...
On this episode of Relative Return Unplugged, host Maja Garaca Djurdjevic is joined by AMP’s chief economist Shane Oliver to break down the Reserve Bank of Australia’s long anticipated rate cut to 4.1 ...
Clime Investment Management has appointed a portfolio manager on its Clime International Fund, who transitions from a role as a private bank financial adviser. Adam Sferruzzi is based in Adelaide and ...
Insignia Financial has reported a statutory net loss after tax of $17 million in its first half results. However, the firm said this is an improvement from a loss of $50 million in the prior ...
Selfwealth has confirmed it has commenced the process for a scheme of arrangement with Bell Financial Group (BFG) but remains open to forming a binding proposal with rival bidder Svava. It was ...
Magellan Financial Group has reported its first half FY25 results while appointing a new chief financial officer and promoting Sophia Rahmani to chief executive. In its results for the six-month ...
Platform Netwealth has reported its financial results for the first half of FY25, reporting a 46 per cent increase in statutory net profit after tax (NPAT). Covering the six months to 31 December, the ...
Insignia Financial chief executive Scott Hartley has confirmed multiple parties could progress to the second phase of due diligence if their bids are good enough. The firm has received acquisition ...
Fund managers and financial advisers alike have said they are relying on business development managers (BDMs) more than ever to articulate the benefits and risks of the ever-growing alternative ...
For advisers looking to employ SMAs and MDAs in their practice, this CEO examines why the latter offers a sweet spot between efficiency and customisation. The latest Institute of Managed Account ...
Schroders Australia has launched two active ETFs and plans to further expand its listed range over the year ahead. The Schroder Global Equity Alpha Fund – Active ETF and Schroder Australian High ...
Merlon Capital Partners has made multiple changes to its business in appointing two investment specialists from Platinum, setting up an advisory board and moving to direct distribution. Joining the ...