12/11/2020

Over 90 adviser roles gone this week

AMP Group lost altogether almost 500 roles (486) which meant that AMP FP shed 30% of their advisers and Charter cut down adviser roles by a further 20% since the beginning of the year.

12/09/2020

Four themes for 2021: Macquarie

The firm had identified four themes which presented opportunities for firms and for investors in the coming year, which had all arisen as a result of the pandemic changes this year.

12/04/2020

Are advisers turning to small licensees?

As far as mid-tier groups were concerned, Lifespan Financial Planning acquired four new advisers who had moved from two licensees operating under the AMP umbrella.

12/04/2020

Best managed funds, ETFs named

In unlisted managed funds, the best listed property fund was Pendal Property Securities Fund (-16.56% for the year and 6.39% p.a. over five years), followed by UBS Property Securities and Ironbark Paladin Property Securities Fund.