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| | | ... investment automation remains limited as they look to maintain control over decision-making. The AdviceTech 2025 Turning Data Into Growth report, based on over 300 financial advice firms, highlights that these firms are continually seeking to leverage ... |
| | | | ... said. "As we continue to support our longstanding adviser base, these models also enable us to thoughtfully extend our reach into the broker and private wealth segment-providing a compelling blend of active and passive strategies." |
| | | | ... investment governance to increase consumer protections. It said it will consider how APRA's findings should be incorporated into its work. "The FSC also recognises that whilst investment governance on superannuation platforms is an important focus, the ... |
| | | | ... financial year. But Baragwanath hasn't scratched the surface. He told Financial Standard that his vision is to turn Clime "into an interesting, fast, growing and amazing business." Initially hired as a consultant in December 2023, Baragwanath was ... |
| | | | Australian boutique Alphinity Invesment Management (Alphinity) has expanded into the UK and Europe with the launch of a global equity fund. and Europe with the launch of a global equity fund. The Alphinity Global Equity Fund offers investors exposure ... |
| | | | ... ahead, results from the first Australian Prudential Regulation Authority system risk stress test will provide further insights into the interconnections between Australian banks and superannuation funds, and the interaction between financial and operational ... |
| | | | Ironbark Asset Management has snapped up a head of wholesale and two national account managers as it ramps up its push into the local market. The team is led by Paula Gigler, based in Sydney, who will report to Ironbark investment solutions chief executive ... |
| | | | ... 2016 as Grow Super, a superannuation product aimed at disrupting the industry. While it achieved limited success-merging into OneSuper in 2020 before shutting down entirely in 2022-the team behind GROW recognised a crucial gap in the super administration ... |
| | | | ... personalised plan that can be easily adjusted as their needs and circumstances change," Travis said. "With many people heading into retirement without any plan at all, Retirement Manager dramatically lowers the degree of difficulty involved in getting ... |
| | | | ... brand. Multiforte's clients will continue working with existing advisers for the next 12 months, as the staff transition into the Lorica structure under existing roles and responsibilities. Multiforte's co-founder Kate McCallum said it was a ... |
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