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John Abernethy’s listed funds management firm, Clime Investment Management (CIW) purchased its second wealth management firm, Melbourne’s MTIS Wealth Management for $7 million last week.
Given the flood of changes and regulatory oversight that has resulted from the Royal Commission, it likely comes as a surprise to many that the impending Quality of Advice Review, was actually a recommendation of Commissioner Hayne.
After a tumultuous few years that have seen reporting, compliance and information gathering requirements reach extreme levels, ASIC appeared to offer some respite this week.
The last few years have seen both massive opportunities and challenges for ethical and ESG-focused investors.
Alternative investments are gaining popularity, mainly due to their low correlation to more traditional assets such as stocks and bonds.
Do you know the name of your number 1 client? I am sure you do. What about the name of your number 20 client? Or your number 43 client? Â
“We are at a critical crossroad, with an aging population, and the “Great Australian Wealth Transfer” at our doorstep” explained Lifespan Financial Planning CEO Eugene Ardino in an open letter to Scott Morrison and Anthony Albanese on the eve of the Federal Election.
According to a new report from EY, How will you reframe the future of advice if today’s client is changing?, the global market for wealth advice is poised for transformation, with a blend of people and technology delivering financial advice, but technology must be targeted and explained to clients in order to be successfully introduced….
Key findings from the Australian Financial Advice Landscape Report 2022 have painted a grim picture for the financial advice industry, predicting higher client fees and dwindling adviser numbers. Without a doubt, the last few years have been tough on financial advisers. Increasing compliance burdens have gone through the roof, going back to university to sit…
“Change in the asset and wealth management industry is now accelerating at an exponential rate.” That’s the assessment of Australia’s wealth space according to a PWC report. COVID has not only triggered the move to digitisation, but it also made it ultra-competitive for financial advisers with pressures intensifying from all angles. The industry is now…
To understand where the global economy stands today, we must look to the past and most importantly back to the business cycle, explained Irene Tunkel, Chief US Equity Strategist at BCA Research. Speaking at The Inside Network’s Equities and Growth Assets Symposium last week, Tunkel highlighted the unique challenges facing every investor in the world….
Following on from the Banking Royal Commission of 2017-18, the growing popularity of boutique independent financial advisers has grown consistently, with clients seeing value in advisers that are building strong personal relationships and providing a consistent high-quality service to their clients. Boutique advisory firms typically have a niche area of expertise where they can differentiate…