The ‘under the radar’ AFSL maintaining stable adviser numbers

Wealth-Data/Morgans/licensees/adviser-numbers/

| By Jasmine Siljic |

In a time of constant adviser movements, one licensee has managed to stay “steady on their skates” over the years to sit jointly with AMP Financial Planning in having the highest number of advisers.

AUTHOR

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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ASIC taking ‘significant action’ against super switching promotions

ASIC/switching/SMSF/financial-advice/Alan-Kirkland/

| By Laura Dew |

Financial planning

ASIC commissioner Alan Kirkland has described the problem of telemarketers encouraging people to switch their super as “the worst behaviour”, and one where the regulator is taking significant action.

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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How Viridian Advisory is creating ‘client-ready’ advisers

CFS/viridian/financial-advice/professional-year/new-entrants/

| By Jasmine Siljic |

Financial planning

Viridian Advisory’s Brett Arnol has detailed how the firm’s partnership with CFS is fostering the next generation of advisers through its Professional Year program.

AUTHOR

Jasmine Siljic

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Financial advice identified as M&A hotspot

M&A/financial-advice/advice-technology/technology/law/

| By Rhea Nath |

Financial planning

Financial advice and its associated technology have been identified by industry experts as key hotspots in the Australian M&A landscape.

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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PM Capital appoints investment sales director

amp/PM-Capital/challenger/Fidante/appointment/hires/

| By Rhea Nath |

Funds management

PM Capital has tapped experienced executive Ben Warnes for the role as it seeks to bolster its strategic sales capabilities.

AUTHOR

Rhea Nath

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Platinum returns to FUM decline as it awaits revised Regal bid

Platinum/regal/funds-under-management/

| By Laura Dew |

Funds management

Platinum Asset Management has announced its funds under management fell during October, a return to outflows after a gain in the previous month.

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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Challenger appoints co-head of investment solutions

challenger/Fidante/appointments/hires/

| By Laura Dew |

Funds management

Challenger has promoted Marco Barchmann as its new co-head of investment solutions as the firm identifies funds management as one of its core strengths.

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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Payton Capital expands national presence to WA

Alternatives/real-estate/private-markets/private-credit/Western-Australia/

| By Jasmine Siljic |

Funds management

Fund manager Payton Capital, which was acquired by HMC Capital in July, has opened a new office in Western Australia and a second office in Queensland to boost its AUM.

AUTHOR

Jasmine Siljic

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Perpetual announces asset management leadership appointments

KKR/Perpetual/appointments/hires/state-street-global-advisers/

| By Laura Dew |

Funds management

Perpetual has announced new global leadership appointments to its asset management division, including a hire from State Street Global Advisors, as it prepares to separate into a standalone business.

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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AMP adviser numbers fall while industry rises

Wealth-Data/amp/financial-advisers/Colin-Williams/

| By Jasmine Siljic |

Financial planning

The financial advice sector has benefited from a net rise of 11 advisers this week, according to Wealth Data, while AMP Group reports losses as several advisers open their own licensees.

AUTHOR

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The ‘under the radar’ AFSL maintaining stable adviser numbers

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

ASIC taking ‘significant action’ against super switching promotions

AUTHOR

Laura Dew

Laura 's social profiles:

How Viridian Advisory is creating ‘client-ready’ advisers

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Financial advice identified as M&A hotspot

AUTHOR

Rhea Nath

Rhea 's social profiles:

PM Capital appoints investment sales director

AUTHOR

Rhea Nath

Rhea 's social profiles:

Platinum returns to FUM decline as it awaits revised Regal bid

AUTHOR

Laura Dew

Laura 's social profiles:

Challenger appoints co-head of investment solutions

AUTHOR

Laura Dew

Laura 's social profiles:

Payton Capital expands national presence to WA

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Perpetual announces asset management leadership appointments

AUTHOR

Laura Dew

Laura 's social profiles:

AMP adviser numbers fall while industry rises

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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