'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...
Advisers, banks winning back consumer trust: ASX report
The public appears to be rewarding efforts to reshape the financial advice and banking industries after the royal commission, with advisers and the banks both...
This time it's different: Scaling up the advice, not the distribution channels
Product distribution is still embedded in advice, but with banks out of the game expansive product flogging programs are no longer ubiquitous. Businesses are...
Adviser numbers swell as Professional Year candidates come through
"The worst case scenario is that things have definitely stabilised," Wealth Data's Colin Williams tells The Inside Adviser. "Best case scenario is that we're...
Investment complexity pushing demand for advice: EY
The 2023 EY Global Wealth Management Research Report showed 37 per cent of Australian investors think managing their wealth has become more complex in the past...
CountPlus mulls downsizing company name in latest market move
The converged advice and accounting group will go to shareholders with a proposal to change its name to 'Count', which it hopes will "better reflect the...
The grassroots Spatium journey from startup SMA to thriving managed fund
Eschewing the traditional route, Spatium Capital founders Nicholas Quinn and Jesse Moors grew their short-holding, long-only small companies managed fund from...
The great pending advice transaction
Transaction has become a dirty word in financial services yet trust and strong professional relationships can be built on regular transactions over time,...
Praemium CEO open for consolidation talks with an aim on growing scale
Anthony Wamsteker reflects on the tie-up with rival platform Powerwrap, the rebuff of Netwealth, and Praemium's plan to achieve double digit market share.
Financial stress underlines need for better advice model
Many have seen the value of their superannuation, property and share portfolios fall over the past six months, which has only highlighted the need for quality...
Global advice business models on the cusp of change: KPMG
"Fragmented" service models for advice groups will soon coalesce into three distinct business models according to KPMG's Future of wealth management report.