The Financial Advice Association Australia (FAAA) has explored how financial advisers can personalise their service offerings for Millennials, Generation X and Baby Boomers. The industry body’s report ...

In her expanded role of head of portfolio management, Nash will have oversight of the final portfolio outcomes in terms of performance, client expectations and attribution. Meanwhile, Guido will lead ...

Nanuk Asset Management has announced the listing of its New World Fund (Currency Hedged) Active ETF (NNWH). Now, the strategy's ETF quotation provides an actively managed, currency hedged version as ...

A key risk for financial services firms today is conveying trustworthiness to clients, a KPMG report highlights. The professional services firm identified the top risks threatening Australian ...

Moneysoft, an Australian digital solutions provider for financial advisers, has been fully acquired by global retirement administration business MUFG Pension and Market Services. MUFG's acquisition of ...

The fallout from Dixon Advisory could have been far worse, according to Numerisk’s Richard Silberman, if the products hadn’t been isolated to one individual company. Dixon Advisory collapsed in 2022 ...

Montaka has $260 million across three funds and offices in New York and Sydney. Under the arrangement, Montaka’s funds will operate independently of MFF and investors will continue to benefit from ...

Stantins Financial Services has moved under AMP’s licence to help drive growth in the business. The Melbourne-based multidisciplinary financial services firm specialises in finance advice, estate ...

After making a name for themselves on the footy field and the tennis court, these two ex-sportsmen reflect on their journey into financial advice. Welcoming career changers into the advice profession ...

More than half of the past 13 weeks of Q3 enjoyed a rise in financial adviser numbers, according to Wealth Data figures. With the third quarter of 2024 behind us, Money Management has taken a look at ...

Financial services group Tribel has entered into agreement to roll out an estate planning solution from Yodal to its financial advisers. The service will gather and store the client information ...

The Financial Advice Association Australia (FAAA) has revealed the overwhelming majority of advised clients trust their adviser to act in their best interests. The 2024 Value of Advice Consumer ...