The concerns keeping financial services directors awake at night; What should advisers consider before embarking on M&A?

There is one specific risk that is a significantly higher concern for financial services directors compared to companies overall and is impacting their risk appetite, according to the AICD.

It can be extremely hard to realise the gains from financial advice M&A, according to Peloton Partners’ Rob Jones, and more could be gained from firms looking inward at their
own practice.

The Federal Court has imposed a $10 million penalty on Macquarie Bank for failing to prevent and control unauthorised fee transactions by third parties including financial advisers.

With platforms reporting their quarterly results, there is a clear divide in the adviser markets they are targeting, according to platform specialist Recep Peker, and which would be right for your clients.

Global fund managers are shunning bonds, with the asset class seeing the largest drop in allocations in more than
20 years.

Australian Ethical has seen its funds under management reach $10 billion, driven by organic customer growth and superannuation contributions.

The global nature and geopolitical threats involved in investing in emerging markets can mean the job of an emerging market manager entails additional challenges than its developed markets counterpart.