| Showing 1 to 8 of 8 articles: DANIEL TOMASELLI | FRIDAY, 28 MAR 2025 This paper looks at the rapid progress of artificial intelligence and its impact on the real estate sector. Read more SHANE REID | FRIDAY, 24 FEB 2023 A must for firms in the financial sector. Read more BILL HORTZ | SUNDAY, 29 MAY 2022 Will the future of investment portfolios increasingly be built, not on mutual funds and exchange-traded funds (ETFs), but on customised managed accounts? Read more HUB24 PTY LTD | TUESDAY, 23 FEB 2021 Financial advisers currently face a challenging environment, with interest rates at historic lows, significant market volatility and increasing regulatory pressure to satisfy clients best interests. Read more BRETT MENNIE | FRIDAY, 17 JUL 2020 The rapid change in investment markets and economic conditions since March 2020 has tested the ability of financial advice business models to manage and support client outcomes effectively and in a timely manner during times of extreme market volati ... Read more MARTIN MORRIS | MONDAY, 17 FEB 2020 Financial planning principles are continuously faced with legislative changes and there is very little air-time between articles referencing the royal commission, FASEA and other regulatory changes. Read more HUB24 PTY LTD | MONDAY, 15 JAN 2018 In a world where technology is reshaping the way we live, it was always a question of when, not if, digital innovation would change the way consumers manage their money and their wealth. From the advent of online share trading in the mid-1990s, to the ... Read more PAGE: 1 |
Latest News
HSBC Australia sells $36b retail loan book to Blackstone
HSBC Australia will sell its portfolio of local home loans and personal loans valued at $36 billion to Blackstone.
Nesta pulls $247m mandate from Northern Trust over climate stance
UK research and innovation foundation Nesta Trust has transferred £120 million ($247m) of assets from Northern Trust Asset Management to Amundi after the US manager withdrew from major global climate initiatives, highlighting the growing commercial consequences of fund managers stepping back from climate ...
Crypto traders surge, Swyftx expands into mainstream assets
Nearly 2.4 million Australian now hold cryptocurrency, according to new research, as local exchange Swyftx announced it is the first domestic crypto platform to offer both traditional asset classes alongside digital assets.
Insignia divests Antares Capital, Fairview stake to Janus Henderson
Janus Henderson will take over Insignia Financial's funds management business Antares Capital Partners, as well as its stake in Fairview Equity Partners, which collectively have $33 billion in assets.
Further Reading
Cover Story

On the horizon
MICHAEL TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
Tim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't mean just any solution will do. Eliza Bavin writes.













