Fin advice satisfaction down: LifeplanBY COMPANY RELEASE | WEDNESDAY, 3 JUN 2009 12:30PMThe latest Lifeplan ICFS Financial Advice Satisfaction Index fell 4.3 per cent in the last six months, with financial planning clients unevenly split between those who are likely to stick with their planner and those that are more vulnerable to cutting ties altogether. |
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Netwealth reports record $36bn FUM in Q1
Netwealth observed record growth over the first quarter of the financial year, with both funds under administration and funds under management increasing by $3.4 billion and $2.4 billion, respectively.
First Sentier lists active ETF
First Sentier has made the First Sentier Global Listed Infrastructure Fund (Hedged) Active ETF available to Australian advisers and investors.
Janus Henderson launches global equities active ETF
Janus Henderson Investors has launched a global equities strategy designed to combine a broad market exposure with research-driven stock selection.
SILC partners with Totality to give clients brokage access
Wholesale trustee The SILC Group (SILC) has partnered with brokerage firm Totality to provide its equity fund manager clients with access to institutional-grade prime brokerage services.
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Featured Profile
David Sharpe
CHAIRMAN
FINANCIAL ADVICE ASSOCIATION AUSTRALIA
FINANCIAL ADVICE ASSOCIATION AUSTRALIA
A family man, business owner, cricket fanatic and financial adviser, David Sharpe has many facets. One of his biggest legacies, as he steps down as chair of the Financial Advice Association Australia, is leaving the profession stronger than he found it.
The Financial Standard podcast Tune in each week as we discuss the latest developments in Australia's wealth management industry. |  |
