Govt underestimating the importance of ‘adviser’ name: FAAA

Stephen-Jones/Sarah-Abood/financial-advisers/quality-of-advice-review/

| By Jasmine Siljic |

As Stephen Jones cites the new class of qualified advisers as a way to reduce legislative complexity in advice, the FAAA’s Sarah Abood says its members still have qualms with the idea and its naming.

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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Tailoring advice for different generations

CFS/colonial-first-state/financial-advisers/client-relationships/

| By Laura Dew |

Financial planning

CFS has shared key strategies for advisers to use for their varying different demographics with a focus on building relationships rather than transactions.

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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Bravura flags digital advice as potential revenue opportunity

Bravura/financial-planning-software/advice-technology/digital-advice/

| By Laura Dew |

Financial planning

Financial planning software provider Bravura is focused on a “back to business” strategy to enhance revenue growth which will include the potential opportunity available in digital advice.

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 many Dixon complaints has AFCA processed?

Dixon-Advisory/Dixon/AFCA/

| By Jasmine Siljic |

Financial planning

AFCA has revealed to Money Management the number of Dixon Advisory complaints it has closed so far out of the more than 2,700 total complaints received.

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Jasmine Siljic

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FAAA ramps up focus on career changers

Hugh-Humphrey/Sarah-Abood/adviser-exodus/students/recruitment/

| By Jasmine Siljic |

Financial planning

The Financial Advice Association Australia is launching a new brand awareness campaign that includes promoting the advice profession as an attractive option for career changers.

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Jasmine Siljic

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How are licensees using AI?

AFSL/ASIC/artificial-intelligence/

| By Laura Dew |

Financial planning

ASIC has conducted a report into how AFSLs are starting to use artificial intelligence in their practices and possible areas where they could come unstuck from a governance perspective.

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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Preparing for the end of a client-adviser relationship

Business-Health/client-relationships/wealth-transfer/intergenerational-wealth/

| By Jasmine Siljic |

Financial planning

With four in 10 advisers viewing the intergenerational wealth transfer as a threat to their practice, Business Health explores what to do when an established client relationship comes to an end.

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Jasmine Siljic

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Financial services hunt for M&A amid strong balance sheets

Deloitte/M&A/mergers-and-acquisitions/Financial-Services/

| By Laura Dew |

Funds management

Financial services leaders are “all cashed up with nowhere to grow” when it comes to M&A activity, according to Deloitte, with 90 per cent saying they have strong balance sheets ready for an acquisition.

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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Iress’ Walsh joins board of advice boutique

Sydney/Andrew-Walsh/board/iress/financial-advice/

| By Laura Dew |

Financial planning

The former Iress chief executive has joined an NSW advice firm, Profile Financial Services, as an independent non-executive director.

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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Advisers eager to increase private equity allocations

praemium/Schroders/private-markets/private-credit/financial-advice/

| By Laura Dew |

Financial planning

Half of financial advisers and wealth managers in Asia-Pacific plan to increase their clients’ exposure to private equity and multiprivate asset solutions, according to a survey by Schroders.

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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