With a move towards servicing high-net-worth investors who are seeking a professional network, accountants and financial planners are working closer than ever before and presenting possible merger opportunities.
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Conversions from unlisted to active ETFs have accounted for half of the monthly ETF growth in November, driving an AUM of nearly $170 billion and marking a departure from previous monthly declines.
Former OneVue chair, Gail Pemberton, has been appointed to the Link Group as the firm turns its focus to its Retirement and Superannuation Solutions division.
Digitised financial advice solutions will continue enabling the mass-scale provision of advice from superannuation funds and allow new entrants to join the market.
The importance of fund managers being authentic in their approach to these investment principles and ‘walking the talk’ has never been more important, writes Damian Cottier.