Building trust imperative to retaining intergenerational wealth

netwealth/intergenerational-wealth/wealth-transfer/

| By Jasmine Siljic |

As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to retaining intergenerational wealth.

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Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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Decoding determinations: Understanding the FSCP decisions

FSCP/ASIC/enforcement/

| By Laura Dew |

Financial planning

As advisers seek greater insights into FSCP determinations, what are the various options considered by the panel and can a decision be appealed?

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Adviser feedback shapes latest TAL ethics courses

ethics/code-of-ethics/CPD/financial-advice/

| By Laura Dew |

Financial planning

TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their CPD requirements following adviser feedback, including interpreting FSCP determinations.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Link Wealth seeks to grow financial literacy program

new-entrants/financial-literacy/financial-advice/students/

| By Jasmine Siljic |

Financial planning

Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country.

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Jasmine Siljic

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Strengthening defences: What’s next for private credit?

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| By partnerarticle |

Knowledge Centre

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Partner Article

Our partner businesses are invited to pen articles that offer unique insight from within the industry for the benefit of our readers. If you read something you would like to learn more about you can contact our partners direct or we are happy to put you in touch.

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Adviser demand central to new ETF launches

ETFs/financial-advisers/product-launch/

| By Jasmine Siljic |

Funds management

With GCQ Funds Management and Lakehouse Capital making their recent ETF debuts, the two fund managers unpack why financial advisers are essential to their respective launches.

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Jasmine Siljic

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The steep bonuses advisers received from ‘cookie cutter’ advice

bonuses/statement-of-advice/federal-court/financial-advice/

| By Laura Dew |

Financial planning

Advisers at DOD Bookkeeping, which received an $11 million penalty last week, received as much as 40 per cent of their remuneration via a bonus when clients purchased a property via a SMSF, according to court documents.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Perpetual Wealth Management looks to Ords for adviser hires

Perpetual/Perpetual-Private/ord-minnett/financial-advisers/

| By Jasmine Siljic |

Financial planning

Perpetual Wealth Management has hired two advisers from Ord Minnett as part of five hires, just weeks after the rival firm announced it had picked up six from Perpetual Private.

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Jasmine Siljic

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Escala Partners launches alternatives platform

high-net-worth/Alternatives/private-markets/

| By Laura Dew |

Financial planning

Private wealth manager Escala Partners has launched an end-to-end investment platform to strengthen its alternatives capability as clients seek sophisticated vehicles.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Copia expands regional adviser distribution team

Copia/Copia-Investment-Partners/distribution/business-development-manager/

| By Laura Dew |

Financial planning

Independent investment manager Copia Investment Partners has appointed Adam Tweedale to its distribution team, working with advisers across Victoria, Western Australia, and Tasmania.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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