Overseas offers glance to future tech market
With bigger markets in the US and UK, advice tech has developed into a more sophisticated and competitive marketplace, and there are lessons for Australian advisers with these markets offering a glimpse into the future.
February 28, 2024
Closing the global gender gap on advice
Australia’s financial adviser gender gap is well noted with more than seven out of 10 being male. Despite the inequality, Australia only slightly lags behind the Americas and Europe, but is significantly behind Asia.
February 28, 2024
Platform providers look for a target segment but functionality often suits all
An abundance of platforms in Australia has meant it is worthwhile for providers to cater their offering to certain market segments. Research from Investment Trends has found while the myriad of provider strategies and target markets are inhomogeneous, most are capable of servicing across most market segments.
February 27, 2024
Lanteri Partners launches white-label solution with OpenInvest
Melbourne wealth manager Lanteri Partners has launched Medici Invest, an online solution providing investment strategies to a wider audience of emerging affluent Australians.
February 27, 2024
Asena Family Office opens shop in Australia
US-based Asena Family Office has launched an Australian-based arm of its business, with Melbourne boutique wealth management firm Giles Wade joining the group.
February 27, 2024
MLC Life nabs Cbus talent as chief technology officer
MLC Life Insurance has appointed Mirella Robinson to the newly created role of chief technology officer.
February 27, 2024
Profitable and ethical advice a prime opportunity for young advisers
Profitable delivery of reasonably priced and ethical financial advice to younger Australians is an important opportunity for a new generation of professional advisers, provided the regulatory environment is appropriately structured, writes financial educator, Robert M C Brown.
February 26, 2024
NZ Super appoints new chair
Guardians of NZ Super has appointed John Williamson as the Kiwi sovereign fund’s chair, replacing Catherine Drayton who is stepping down at the end of this week.
February 26, 2024
Global pension assets approach $85t after 2023
Global pension assets have risen 11 per cent to reach US$55.7 trillion ($84.9 trillion) in 2023, according to the Thinking Ahead Institute’s latest Global Pension Assets Study.
February 26, 2024
REST makes first impact investment in listed equities
Retail workers industry fund REST has made its first listed equity impact investment, committing $150 million into a mandate with asset manager Ninety One.
February 26, 2024
Iress sells OneVue platform business to Praemium
Iress has agreed to sell the platform business it acquired from OneVue to ASX-listed platform technology provider Praemium.
February 26, 2024
