Can technology help advisers service the masses?BY KARREN VERGARA | TUESDAY, 26 NOV 2024 12:45PMFinancial advisers who choose to serve the masses instead of specialising must reckon with how to leverage technology to make this possible amidst the influx of wealth Australians do not know how to plan for, according to industry experts. Related News |
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HUB24 shutters Xplore Wealth MDA services
|HUB24 plans to shut down its Xplore Wealth Managed Discretionary Account (MDA) services next year, with discussions underway with financial advisers to explore alternative options.
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|The number of high-net-worth (HNW), core affluent, and mass affluent investors holding ethical and sustainable investments has roughly doubled over the past year, according CoreData.
VanEck to launch 'next evolution' long short ETF
|VanEck will list its first Australian equity long short ETF on the ASX, which aims to outperform the S&P/ASX 200.
Vanguard fined US$106m for investors' massive tax bill
|The Securities and Exchange Commission (SEC) charged Vanguard US$106.4 million for "materially misleading" investors in the Investor Target Retirement Funds (Investor TRFs) about their future tax liabilities.
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Expert Feed
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Tailored or off-the-shelf: What's right for your practice?
In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...
Five principles for successful family office investing
At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...
Mistaking financial literacy for retirement literacy
Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...
Featured Profile
Kellie Wood
HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED
Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.
