Laura Dew

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year.

Wealth managers globally have said they are highly likely to increase their allocations to active ETFs, according to MSCI.

Perpetual has shared it is keen to expand into active ETFs, especially in the US, as it resets its asset management distribution strategy.

‘Ineffective sales methods’ have been cited as the largest barrier to private market investment by APAC wealth managers, according to MSCI, greater than the products’ illiquidity or lack of transparency.

ASIC has warned Australian retail investors there “will be product failures” in the private credit space as the assets are untested for a large-scale stress event, but has stopped short of discouraging retail participation.

According to Magellan, departing head of investment, Gerald Stack, has enacted a “textbook succession plan” which has helped reduce forecasted outflows from his infrastructure division.

Iress chief executive Marcus Price has shared how he is seeing “massive tailwinds” in financial advice in Australia, with the firm turning its attention to digital advice following the completion of its transformation project.

Financial advisers who wish to implement artificial intelligence in their practices need to undergo a change in their mindset as to how they use technology.

Former Sydney financial adviser, David Valvo, has been sentenced in court after pleading guilty to dishonest conduct.

In this episode of Relative Return, host Laura Dew chats with David Russell, chair of the Transition Pathway Ini