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Brilliant Investment Thinking by Advisers for Advisers.
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OpenInvest hunts 'buyer with a bigger balance sheet' in search for scale

Despite a unique value proposition and some notable backers, wealth admin platform OpenInvest finds itself once again looking for capital. "We've had mixed...

Shareholder groups ASA and AIA merge to create 'powerful entity'

The Australian Shareholders' Association and the Australian Investors Association have agreed to amalgamate in the new year, seeking to grow their membership...

Number of wealthy investors not seeking advice 'persistently' high

Even though there are thousands more HNW investors in the country this year, they are a lot less willing to pay the going rate for financial advice according...

So how much revenue does the average financial adviser pull in, anyway?

While one listed group reported $236K revenue per adviser, another said its advisers brought in $600K each. But the extraordinary delta is more a function of...

'Open-mindedness' key in the era of correlated bonds and equities

The prevailing market dynamic has changed, with inflation fanning volatility and bonds no longer providing diversification ballast against equities. Active...

CFS bulks up managed account offerings on new Edge platform

The CFS team is ramping up the suite of model portfolio offerings on its next generation investment platform, while adding new functionality to streamline the...

Advisers offered '$50K bump in salary' as talent poachers circle

It's not just money being thrown at financial advisers, with title changes, more responsibility and "other added benefits" also on offer according to financial...

Government forces crypto into the regulatory fold

Concerned by collapses of crypto platforms both here and abroad, the government has put forward a plan to bring digital asset platforms into the Australian...

The value in talking to your clients about values: Invesco

When Invesco Global Consulting asked advice clients if they were having ESG conversations with their advisers, three specific investor groups stood out.

All at once, government data finally catches up to adviser shortage

Even when thousands more advisers left the industry in 2022, bringing the cohort down from 28,000 in 2018 to a total of around 17,000, there was still no...

AMP spending goodwill it doesn't have with BOLR pushback

AMP's executive spine has done a remarkable job of arresting the company's decline, but its refusal to accept the court's decision that it shortchanged...

ASIC warns licensees to improve 'inappropriately narrow' remediation practices

After publishing two separate guides and with the Financial Accountability Regime firmly in mind, the regulator was scathing of licensees' collective...

Complii seals MIntegrity takeover to broaden services offering

The compliance software provider has acquired consultancy provider MIntegrity in a move Complii chairman Craig Mason hopes will "open the door" to further...

Count picks up Diverger in blockbuster licensee acquisition

The purchase comes after a turbulent couple of years for Diverger, which was formerly a collection of dealer groups under the Easton Investments banner.