The pretty penny of self-licensing; ‘Cashed up and confident’: Financial services M&A fiercely competitive

With the self-licensing trend here to stay, what are the estimated costs and insurance risks for financial advisers operating their own AFSL without the backing of a larger licensee?

Mergers and acquisitions in the Australian financial services industry are expected to continue surging, with M&A leaders looking to double the number of deals they are pursuing.

Learn from our partners how each asset class is performing, how it fits into client portfolios and where they are seeing opportunities.

Deloitte’s Andrew Boal believes there is a role for financial advisers to help clients understand longevity literacy as retirees find themselves “asset rich, cash poor”, thanks to rising property values.

Regal Partners has announced its latest acquisition, taking a minority stake in a $1.4 billion specialist asset manager.

Australian Ethical has reported $10.4 billion in funds under management as quarterly inflows grow by 54 per cent.

T. Rowe Price has cut its exposure to Australian bonds as it believes the RBA’s next monetary policy move will lead to higher bond yields.

The rise of self-licensed financial advisers is creating a “once in a generation” opportunity for platforms as they are prompted to select their platform of choice for the first time.