Almost three-quarters of asset management chief executives globally are worried a lack of talent will negatively impact their growth, according to KPMG.
Did you miss the recent Money Management webcast? Watch the full video of the webcast ‘Addressing technological challenges for AFS licensees’ for free.
The FAAA has told a parliamentary joint committee that instituting a financial literacy test could help ensure clients avoid being misclassified as wholesale investors.
International equity ETFs continue to encompass the lion’s share of the broader Australian ETF industry’s growth, with the segment accounting for 60 per cent of quarterly flows in Q3.
Financial advice software DASH Technology Group has received a further $10 million investment from Bailador Technology Investments to fund its acquisition of Integrated Portfolio Solutions.
A panel of commentators have emphasised working in a support or administrative role, such as in a call centre, need not be a step backwards and can provide valuable experience for future advice roles.