Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary. In a statement to the ASX, the firm said it will sell it to ASX-listed capital markets company Powerhouse ...

Research by VanEck has detailed which elements of fixed income and credit have performed the best since the start of 2024. The firm’s Credit and Fixed Income Portfolio Compass compared the one-year ...

Peri and menopause training founder and TV journalist Shelly Horton has hit back at calls for businesses to introduce menopause leave. Ahead of her keynote address at the Women in Finance Summit 2024, ...

A report has highlighted a growing appetite among high-net-worth (HNW) individuals for private market investments, creating a significant opportunity for advisers. A recent report by Praemium, in ...

Elixir Consulting and Lonsec have quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved. The Managed Accounts Research Report 2024 from ...

Wealth Data has examined the calendar year-to-date change in the number of financial advisers offering holistic advice. In the nine-month period between 1 January and 19 September 2024, growth in the ...

Money Management’s sister brand Super Review is pleased to reveal that over 120 finalists will compete for trophies at this year’s awards. The Super Fund of the Year Awards is an unparalleled program ...

The Financial Advice Association Australia (FAAA) has emphasised why seeking feedback is critical to retain and strengthen client relationships. According to Business Health, reaching out to clients ...

There is a role for advisers to include capital securities in portfolios to provide diversification within clients’ fixed income allocations, according to fund manager Wellington Management. Capital ...

ASIC chair Joe Longo has told compliance professionals they need an “attitude of compliance” beyond written policies while a consultancy has detailed how this can be achieved in financial services. In ...

Zenith Investment Partners has launched a range of new managed account portfolios over the past quarter, including on Insignia Financial’s Expand platform. The investment research and managed account ...

A new exchange-traded fund (ETF) is on the horizon from Global X, which seeks to strike a balance between growth and value for advisers and their clients. Global X has announced the imminent launch of ...