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“Green” trading evident in broker volumes

AUSIEX, one of Australia’s leading wholesale brokerage firms, this week highlighted the growing popularity of ESG and sustainable investment trades. Having executed some $55 billion of transactions in the financial year to date, the group is in a unique position to understand how and who is “putting their money to work” in line with their…

Drew Meredith | 2nd Jun 2022 | More
Adviser numbers forecast to fall below 15k

The exodus of financial advisers from the industry is set to continue into 2022, according to research undertaken by Adviser Ratings, who in partnership with Vanguard Investments, released their Adviser Landscape report last week. After seeing the industry lose more than 3,000 advisers in 2021, Adviser Ratings is forecasting the shedding of another 2,387 registered…

Ishan Dan | 30th May 2022 | More
  • Clime buys MTIS Wealth to accelerate growth

    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. This comes after the acquisition of Madison Financial Group back in June 2020. The MTIS transaction follows CIW’s recent announcements of the acquisition of Ralton Asset Management Pty Ltd and…

    Staff Writer | 26th May 2022 | More
    BT Panorama records net inflows ahead of sale

    Westpac has added $1.5bn in net inflows for the 1H of the year on its BT Panorama platform while still looking for a buyer. It was somehow able to brush off a major tech outage which received a lot of bad press to win business from financial advisers helping it increase its funds under management…

    Ishan Dan | 12th May 2022 | More
  • Reframing advice with technology

    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….

    Nicki Bourlioufas | 26th Apr 2022 | More
    Understanding the impact of switch from pandemic to endemic

    The team at Loomis Sayles has released a research note advising investors to prepare for the transition from pandemic to endemic. Every time a new Covid variant is born, the market is hit with fear and uncertainty as investors brace for the potential economic impact. Loomis Sayles says, “it’s important to pay attention to new…

    Ishan Dan | 27th Jan 2022 | More
    HUB lobs a takeover bid for Class, boosting shares up almost 70 per cent

    HUB24 (ASX:HUB) and Class (ASX:CL1) – Class shares are on the rise today, up 62.98 per cent, on the back of a takeover bid by platform giant HUB24. The binding Scheme Implementation Deed (SID) proposes that HUB24 will acquire 100% of the shares in Class by way of a scheme of arrangement Scheme consideration for…

    Ishan Dan | 18th Oct 2021 | More
    Complii acquires PrimaryMarkets

    Complii (ASX.CF1) – Last week, the web-based compliance solution platform bought private-company trading platform PrimaryMarkets, as a complementary business. Complii’s platform is used by stockbrokers and advisers to help automate the checking and processing compliance obligations needed to fulfill and protect their AFSL regulatory and compliance obligations. PrimaryMarkets, on the other hand, operates a secondary…

    Ishan Dan | 20th Sep 2021 | More
    Wealth sector attracts insto-grade player

    The growth and sophistication of the wealth management market is attracting new interest from formerly institutional providers. Now bfinance, a global manager search and research consultant, has entered the wealth space, including in Australia. bfinance, a London-based privately owned business established in 1999, has completed its first survey of wealth management companies, the results of…

    Greg Bright | 16th Sep 2021 | More
  • Pinnacle acquires Winston Capital Partners

    Pinnacle Investment Management (Pinnacle) a multi-affiliate investment management firm with over $89 billion in assets under management has acquired Winston Capital Partners for an undisclosed sum. Winston Capital Partners was founded by Stephen Robertson and Andrew Fairweather who had been working alongside Pinnacle for several years in the distribution of the Coolabah Capital suite of…

    Staff Writer | 9th Sep 2021 | More
    … as super ‘overdone’ – Ralston tells SMSF advisers

    The switch in focus to retirement incomes, ahead of the introduction of the Retirement Income Covenant, was evident at the annual SMSF Association conference last week. Deborah Ralston said: “Super has been a bit overdone”. Ralston, one of the panellists on the Government’s Retirement Income Review (RIR), which handed down its report in July 2020,…

    Greg Bright | 21st Feb 2021 | More
    Interest free credit cards take on the BNPL

    “If you can’t beat ’em, join ’em,” as Bugs Bunny would say. This is exactly what NAB and CBA have done to take on the Buy-Now-Pay-Later (BNPL) phenomenon. NAB was the first to launch its new StraightUp credit card, which is aimed at millennials by offering interest-free purchases on credit anywhere that accepts Visa. Credit…

    Ishan Dan | 14th Sep 2020 | More
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