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Which platforms saw double-digit FUM rises in FY23?

While retail market leaders like Insignia had moderate increases, there were at least five platforms with significant rises in the last financial year, including BT’s $35 billion worth of business transitioning to Mercer. ....

Asset Management , Private Portfolio Management , Colonial First State ,

AIOFP flags stealth re-entry of banks to advice

Noting that some QAR recommendations make it “less legally onerous” for banks to provide advice, the industry association said it suspects a lingering interest from these institutions to return to wealth management. ....

United Kingdom , Stephen Jones , Peter Johnston , Brett Jollie , Andrew Alcock , Peter King , Financial Services , Hayne Royal Commission , Financial Services Council , Royal Commission , Association Of Independently Owned Financial Professionals , Advice Review , Independently Owned Financial Professionals , Good Advice , Best Interest Duty , Best Interests Duty , Asset Management , Private Portfolio Management , Hayne Royal , Retail Distribution ,

BT CEO on firm's next plans for platform business

BT chief executive, Matt Rady, has shared with Money Management what the firm plans to do with its platform business after it concluded its sale process this week. ....

Australian Securities Exchange , Matt Rady , Colonial First State , Money Management , Asset Management , Private Portfolio Management ,

Reunión de la FED: primer de la era Biden ¿qué espera el mercado?

Reunión de la FED: primer de la era Biden ¿qué espera el mercado?
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