‘Never been busier’: The value of advice in regional Australia

regional/financial-advice/rural/client-relationships/

| By Jasmine Siljic |

With regional and rural suburbs exhibiting high spare capacity to invest, Money Management speaks to three regional advisers on the opportunities beyond the major cities and the importance of a strong network.

Read more about:

regional

financial advice

rural

client relationships

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.

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Iress boosts APAC wealth propositions team

iress/appointment/XPLAN/financial-planning-software/

| By Jasmine Siljic |

Financial planning

The software provider has made several appointments in its APAC wealth propositions team, with a focus on driving growth across digital advice, Xplan and strategic partnerships.

Read more about:

iress

appointment

XPLAN

financial planning software

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

The 2 platforms set to become the Apple of wealth tech

platforms/technology/fintech/HUB24/netwealth/

| By Jasmine Siljic |

Financial planning

Platform consolidation is expected to accelerate among financial advisers this year, as software company Finura pinpoints which two platforms are set to be the winners, thanks to this trend.

Read more about:

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Reinvention critical for success in next decade

Financial-Services/PwC/asset-management/wealth-management/

| By Laura Dew |

Funds management

Some 42 per cent of CEOs say they are actively reinventing their business to stay relevant in the next decade, with consumer services the most common choice for asset and wealth managers.

Read more about:

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.

View articles by Laura

Laura 's social profiles:

HUB24 announces Xplore MDA closure

HUB24/Xplore-Wealth/platforms/

| By Keith Ford |

Financial planning

The platform has announced it plans to close its Xplore managed discretionary account service in 2026 which holds $2 billion in funds under administration.

AUTHOR

Keith Ford

View articles by Keith

Keith 's social profiles:

E-mail Author

Former Ophir CEO takes on new PE role

Ophir/ceo/appointments/private-equity/

| By Laura Dew |

Funds management

Former Ophir Asset Management chief executive, George Chirakis, has joined private equity manager Scarcity Partners, while the asset manager has appointed a replacement from Macquarie.

Read more about:

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.

View articles by Laura

Laura 's social profiles:

Australian Unity restructures Healthcare fund team

australian-unity/healthcare/real-estate/appointments/

| By Laura Dew |

Funds management

Australian Unity has appointed a fund manager for its Healthcare Property Trust, joining from Centuria Healthcare, as it restructures the product with a series of senior appointments.

Read more about:

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.

View articles by Laura

Laura 's social profiles:

Fund managers ease adviser fears with semi-liquid products

liquidity/private-markets/private-credit/UBS/Morgan-Stanley/State-Street/

| By Laura Dew |

Funds management

Financial advisers nervous about the liquidity of private markets funds for their retail clients are the target of fund managers launching semi-liquid products which offer greater flexibility and redemptions.

Read more about:

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.

View articles by Laura

Laura 's social profiles:

Staying on track as a responsible manager

law/Holley-Nethercote/compliance/responsible-managers/ASIC/

| By Laura Dew |

Financial planning

With Sanlam Private Wealth coming under ASIC pressure regarding the number of responsible managers in its business, law firm Holley Nethercote explores what the role entails and how to stay on the right side of the law.

Read more about:

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.

View articles by Laura

Laura 's social profiles:

Pendal’s Blayney joins Evidentia Group

pendal/Pendal-Group/appointment/

| By Jasmine Siljic |

Funds management

Former Pendal head of multi-asset Michael Blayney has been appointed as a member of the investment committee at specialist managed accounts provider Evidentia Group.

Read more about:

pendal

Pendal Group

appointment

AUTHOR

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

The succession planning dilemma for younger staff

6 days 23 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

Working collaboratively with law firms to settle family disputes

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

Fixing the PY pipeline: Addressing the challenge for licensees

1 month 1 week ago

‘Never been busier’: The value of advice in regional Australia

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Iress boosts APAC wealth propositions team

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

The 2 platforms set to become the Apple of wealth tech

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Reinvention critical for success in next decade

AUTHOR

Laura Dew

Laura 's social profiles:

HUB24 announces Xplore MDA closure

AUTHOR

Keith Ford

Keith 's social profiles:

Former Ophir CEO takes on new PE role

AUTHOR

Laura Dew

Laura 's social profiles:

Australian Unity restructures Healthcare fund team

AUTHOR

Laura Dew

Laura 's social profiles:

Fund managers ease adviser fears with semi-liquid products

AUTHOR

Laura Dew

Laura 's social profiles:

Staying on track as a responsible manager

AUTHOR

Laura Dew

Laura 's social profiles:

Pendal’s Blayney joins Evidentia Group

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Never miss the latest news and developments in wealth management industry

Real-Time Settlement Efficiency in Modern Crypto Wealth Management

Trump, tariffs, and turmoil: Why investors are seeking alternatives

Bancara: The Future of Wealth, Built for Those Who Live Without Limits

The First 90 Days as a Sole Trader: Setting Up For Long-Term Success

MARKET INSIGHTS

Podcast

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

STAY CONNECTED

USEFUL LINKS

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

LINKS

CATEGORIES

STAY CONNECTED