BT and Striver unveil career pathways program

striver/BT/bt-financial-group/new-entrants/financial-advisers/

The two firms have announced a new online development program to support career changers, advice support staff and university graduates in joining the financial advice profession.

AUTHOR

Finalists unveiled for Super Fund of the Year Awards 2024

Money Management’s sister brand Super Review is pleased to reveal that over 120 finalists will compete for trophies at this year’s awards.

AUTHOR

Inquiry into Dixon Advisory approved by Senate

Sarah-Abood/CSLR/Dixon/Dixon-Advisory/

An inquiry is due to probe the collapse of Dixon Advisory and its impact on the Compensation Scheme of Last Resort.

AUTHOR

Advisers leading the charge in ETFs’ explosive growth

ETFs/stockspot/financial-advisers/Chris-Brycki/

The Australian ETF market could climb to $800 billion in assets under management by 2034, according to new Stockspot analysis, with financial advisers underpinning this upward trajectory.

AUTHOR

Regal takes aim at Platinum in new takeover bid

regal/Regal-Partners-Limited/Platinum/Platinum-Asset-Management/mergers-and-acquisitions/

Platinum is “considering the merits” of being the specialist alternative manager’s latest M&A target.

AUTHOR

Advice sector offsets double-digit losses

Wealth-Data/Colin-Williams/adviser-numbers/financial-advisers/

The industry has regained the majority of losses seen in the previous week, with one licensee seeing a gain of six new advisers.

AUTHOR

The 3 factors preventing business growth

financial-advisers/mergers-and-acquisitions/Forte-Asset-Solutions/Virtual-Business-Partners/

A recent financial advice market update has identified three factors that are holding businesses back from achieving their full potential, while a business consultant has shared where she commonly sees firms come unstuck.

AUTHOR

Are advisers entering a new ‘golden age of advice’?

CoreData/striver/financial-advice/adviser-sentiment/

Research from CoreData has seen trust levels in financial planners return to pre-royal commission levels, as this CEO underscores the impact of strong optimism in the advice industry.

AUTHOR

DMX and Monash provide update as merger completes

Funds-management/Monash-Investors/small-cap/mergers-and-acquisitions/

Two Australian small-cap asset managers have completed their merger after announcing the news in July this year, while providing an investment update.

AUTHOR

How long can GQG Partners’ success continue?

GQG-Partners/Funds-management/morningstar/

Stronger fund flows and a shift to higher-margin funds has benefitted GQG Partners lately but investors are underestimating the risk of performance mean reversion, according to Morningstar.

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 4 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 2 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 1 day ago