Franklin Templeton launches its first alternatives fund
Investment manager Franklin Templeton has launched the Franklin K2 Athena Fund, its first alternatives fund.
August 15, 2023
‘Neglected’ small business clients have crucial advice needs
High net worth may be viewed as the holy grail revenue stream for advice practices, but small business owners are an overlooked part of the market. The impending retirement of a plethora of baby boomer business owners has created opportunities due to the complexities of their financial affairs.
August 14, 2023
Emotion trumps finances, but articulating that is another matter
Clients primarily seek advisers for behavioural coaching and assistance with making emotional decisions, according to research from Morningstar. But effectively conveying these advantages to clients demands a certain level of nuance.
August 14, 2023
North partners with researcher Sandstone Insights
AMP’s investment platform North, which has recently surpassed $11 billion in assets under management (AUM), has partnered with research house Sandstone Insights to provide advisers with the latest equity research and analysis.
August 14, 2023
Spark Financial advisers join philanthropic adventure
Six advisers from the Spark Financial network will participate in the Adventure All Stars TV series later this month.
August 14, 2023
FSI appoints institutional distribution head
Investment manager First Sentier Investors has appointed Kevin Kandasamy as head of institutional distribution in Australia and New Zealand.
August 14, 2023
BT appoints platform strategy head
Former BT head of platform simplification Russell Brinckley has returned to the business as head of platform strategy and development.
August 11, 2023
Conflicts and the code
Misinterpretations of the Code of Ethics (whether deliberate or not) are seriously affecting the reputation of the financial advice industry and its prospects of being treated as a true and trusted profession, argues Robert M C Brown.
August 11, 2023
Law reform will struggle to keep place with robo-advice development: Research
In a world where digital technology is evolving at breakneck speed, efforts to align legal frameworks to robo-advice might be a futile endeavour, research has suggested. Instead, a study from the University of Melbourne has inadvertently backed the technological neutral approach of the Quality of Advice Review.
August 11, 2023
Equity Trustees to combine trustee services
Equity Trustees will soon combine its superannuation and corporate trustee services, to further simplify its business structure.
August 11, 2023
Australia 6th most cyber-breached country in Q2
Australia is the sixth most cyber-breached country in the second quarter of 2023, according to the latest research study from VPN service Surfshark.
August 11, 2023
