Almost half of advised investors expect technology to become so advanced that they will no longer use a financial adviser by 2030, according to a global report by LSEG.
In a global economy defined by uncertainty, traditional low-risk income asset classes continue to disappoint. So what alternatives are there for income-focussed investors?
The role of a financial adviser is becoming more about investor management than investment management, according to Morningstar, with a greater emphasis placed by clients on soft skills.
Alternative asset manager HMC Capital has announced it will acquire private real estate debt manager Payton Capital in a bid to establish a $5 billion private credit platform.
With more and more licensees looking at M&A activity, Business Health has shared 10 suggestions to ensure a successful onboarding process as the two firms come together.
Research house Genium Investment Partners has made a third appointment from Morningstar in less than a year to work in its newly launched research ratings division.
The FSC and FAAA have pinpointed the small wins and losses in Treasurer Jim Chalmers’ third budget, noting that successfully achieving change can be a “hard grind” for the profession.
