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BetaShares eyes offshore growth with new partner
BetaShares has taken on a new cornerstone investor, TA Associates, as it enters its second decade in business, with founding partner Mirae Asset Management...
Digitisation Strategies that Transform the Client Experience
James Dunn from The Inside Network deep dives into digitisation strategies that optimise client experiences with Max (Mayank) Verma from Seismic, the leading...
Hub 24 voted best platform by advisers
The innovative wealth management platform is recognised as Australia’s Best Platform Overall by Investment Trends, and its managed portfolio solution...
Channel Capital expands into the US in search for opportunities
Channel Capital this week announced its expansion into the massive US asset management market, partnering with respected industry leader, Des Mac Intyre,...
Advice complaints remain low despite 2020 increase
The Australian Financial Complaints Authority (AFCA) was established in 1 November 2018, combining the Financial Ombudsman Service, Credit and Investments...
What to do when your star portfolio manager leaves
As is almost always the case, money talks. When a star portfolio manager suddenly resigns after recording spectacular gains, there is a good chance they have...
Annual renewals bill passes both houses of Parliament
The Financial Sector Reform Bill (Hayne Royal Commission Response No. 2) Bill finally passed both houses of Parliament on Friday, as the professional standards...
PIMCO caught in fake bond scam
PIMCO Australia last night (February 22) warned advisers nationally that its name had been used in bond scams which ASIC uncovered in January. They are...
Internet of finance to disrupt 2021 with new business models
In 1943, the president of IBM, Tom Watson, famously remarked that he saw a worldwide market for “maybe five computers”. Bringing that forecast up...
Evergreen launches portfolio stress-testing tool for advisers
Evergreen Consultants, founded by experienced consultant Angela Ashton, this week launched an industry leading stress testing program for financial advisers....
Managed account sector evolution to continues
Following on from The Inside Network’s MDA Feature – 2020 round-up article published earlier this week, we received an influx of communication...
Which platform stands out above the crowd?
The shift towards non-aligned platform advice forced structural change within the wealth management that was long overdue. Findings from the Royal Banking...
Quoted funds powering Mainstream
Investment and superannuation service provider Mainstream Group (ASX: MAI) reported a 20 per cent yearly rise in funds under administration this week. The...
Affordable advice review offers an opportunity for change
Financial advice industry bodies including the SMSF Association (SMSFA), Association of Financial Advisers (AFA), and Financial Planning Association (FPA) have...