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Global research and ratings house Morningstar has acquired the United Kingdom and international business of Australian-founded technology firm Praemium.
Morningstar announced overnight that it had acquired Praemium’s operations in the UK, Jersey, Hong Kong and Dubai for 35 million pounds.
The announcement said Morningstar intended to rename the Praemium as…
In the last week of the financial year a further 126 financial advisers have exited the Financial Adviser Register (FAR) with the expectation being that there are more exits to come as data reaches the Australian Securities and Investments Commission (ASIC).
And according to analysis conducted by WealthData principal, Colin…
The regulatory environment around financial planning has made it so unattractive that it has virtually stalled investment in the sector.
The four major global forces “Four D’s” impacting markets will be demographics, debt, deglobalisation and disruptive technologies.
Being open to discussions and the ability to reflect on your own mistakes are key for a successful portfolio manager, says John Whelan.
According to Matt Reynolds, Financial Newswire’s Star Manager, the importance of diversity cannot be overstated.
INDUSTRY NEWS
After Fiducian acquired People’s Choice Credit Union’s financial planning business in 2022, they’ve welcomed 16 new financial planners.
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Life/risk expert, Col Fullagar argues that where income protection insurance is concerned, the situation has gone from bad to worse.
The major banks will re-enter financial advice but on their terms according to Financial Newswire’s roundtable,
The financial planning industry is facing inevitable consolidation according to a Financial Newswire roundtable.
Andrew Maple-Brown said asset managers investing in infrastructure have a big role to play in managing the risks of greenwashing.
ASIC has banned Melbourne-based financial adviser, David Ruthenberg, from providing financial services for three years.
Rest has announced a 0.02 per cent cut to admin fees, with total fees accounting for less than one per cent of balances over $28,000.
Mercer Financial Planning has been hit with fee for no services charges initiated by ASIC.
In the span of just eight years to end of 2022 there will be 125 fewer APRA-regulated superannuation funds as a result of either mergers or exits.
While financial advisers continue to enjoy the pause in their ASIC levy superannuation funds are wondering why they are facing a 41% increase.
The annual Lowy Institute survey revealed more Australians are in favour of policies and targets to tackle climate change issues.
It is all about the discipline of the investment process, according to Jack Collopy who has been recognised as the Financial Newswire Star Managers.
