WT Financial and Sequoia boost adviser numbers

Wealth-Data/WT-Financial/WT-Financial-Group/Sequoia-financial-group/Sequoia/

The Australian financial advice industry has risen by more than 20 advisers this week, with nearly half joining WT Financial and Sequoia.

Read more about:

AUTHOR

Nurturing the next generation in 2025

professional-year/new-entrants/adviser-exam/

Two financial advice professionals have shared their tips for success when building an effective Professional Year program as more advisers look to bring on junior staff to their practices.

Read more about:

AUTHOR

Licensees help Netwealth report $4.5bn inflows

netwealth/platforms/financial-advice/

New adviser and licensee relationships have helped Netwealth to expand its business pipeline in the latest quarter as it reports $4.5 billion in quarterly inflows.

Read more about:

AUTHOR

Advisers take control with smart beta ETFs

BetaShares/ETFs/Smart-beta/fund-managers/VanEck/

There has been a “noticeable uptick” in the use of smart beta ETFs by advisers and sophisticated investors, according to Betashares, who are using the vehicles to take control of their portfolio construction.

Read more about:

AUTHOR

Relative Return Unplugged: Leadership in a changing world – Trump’s influence on DEI and beyond

Podcast/Relative-Return/

Donald Trump’s presidency has already begun reshaping the corporate and political landscape in the US, with exec

AUTHOR

The final adviser exit tally for 2024

financial-advice/Wealth-Data/adviser-numbers/

Numbers are in for 2024, with Wealth Data confirming how many advisers left during the calendar year and which business models saw the largest growth in terms of new licensees.

Read more about:

AUTHOR

Praemium enjoys 2-year net inflow high

praemium/Powerwrap/platforms/anthony-wamsteker/

Praemium has seen its highest net inflows in over two years for Q2 FY25 as its Powerwrap platform returns to inflows after five consecutive quarterly outflows.

Read more about:

AUTHOR

Insignia announces $2.3bn quarterly inflows, third Bain Capital bid

insignia-financial/insignia/Scott-Hartley/private-equity/platform/wraps/

Insignia Financial has announced total quarterly net inflows of $2.3 billion as well as a third bid from Bain Capital.

Read more about:

AUTHOR

Harnessing DBFO for client-centric fee models

Adviser-Ratings/pricing/advice-fees/quality-of-advice-review/

As DBFO reforms around fees take effect, Adviser Ratings explores how advice businesses can adopt more transparent and client-centric pricing models in 2025.

Read more about:

AUTHOR

The FSC’s fund management reforms for government

FSC/fund-management/government/federal-election/Jim-Chalmers/

The FSC has announced 15 proposals ahead of the federal election which it hopes will increase the competitiveness of Australia’s financial services sector, including six with a focus on fund managers.

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 month 1 week ago

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

2 months ago

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

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 2 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 4 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 1 day ago
moneymanagement logo