The strategic case for centralised investments
The wealth management industry is undergoing a profound transformation, with change arriving through many vectors. Decentralised advice models, in which advisers control both the client relationship and investment decision-making, are beginning to show their limitations.
'Adapt or fail': 16pc of asset managers to vanish by 2027: PwC
While PwC expects the asset and wealth management sector to see a rebound in assets under management by 2027, it predicts a vastly changed landscape in which the top 10 per cent of managers will control half of all mutual fund assets globally.
Holding the line - the real adviser challenge
The tendency to relent to client commentary, which in many cases is driven by headlines and sentiment, is one of the biggest detractors from long-term returns.
The right words at the right time - reacting to client concerns
In unpredictable markets, emotions can run high, and good intentions mingled with bad communication can potentially damage adviser-client relationships.
Recession or not, challenges are real: Neuberger
The biggest question on the minds of every investor in the world today is clear: will the US experience a recession?
A transformational alternative future for AGL
Leading responsible investment manager, Australian Ethical, this week highlighted the unique challenges facing investors in a response to the events at AGL Energy in recent weeks.
Overcoming anchoring bias key to advisers amid volatility
To be a successful financial adviser, especially during times of peak volatility, it pays to understand and master the human cognitive biases that can often lead to poor decision-making
Appointments: On the move in finance
The financial services market has been more active than ever in 2022, with the shortage of workers and significant growth leading to a flurry of activity in role and job changes.
