FSCP makes latest adviser determination
The Financial Services and Credit Panel has made its first determination in over three months with the relevant provider pulled up on their statements of advice.
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POWERED BY MOMENTUM MEDIA
The licensees that led Q2 adviser growth
Adviser Ratings’ quarterly data has uncovered the top 10 financial advice licensees for growth and losses in the second quarter of the 2024 calendar year.
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.
How has adviser sentiment changed over the past decade?
Back in 2014, the proportion of optimistic advisers sat at 55 per cent, but how has the past decade and the fallout from the Hayne royal commission changed things?
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.
Lazard makes distribution appointment from PGIM
The former head of Australia wealth at PGIM has taken up a new role as an investment specialist at Lazard Asset Management.
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.
Global X portfolio management head exits
Global X ETFs’ head of portfolio management is set to depart the firm in October, the second major departure alongside outgoing CEO Evan Metcalf’s exit.
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.
Small and microcaps: seizing opportunities
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Partner Article
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Relative Return: The return to favour for fixed income
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.
Magellan profits spike as firm invests in $22bn fund manager
Magellan has seen its statutory net profit after tax rise by almost a third in FY24, as it announces a minority stake acquisition in a $22 billion investment manager.
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.
Adviser inflows boost FY24 NPAT for Fiducian
Fiducian Group has shared its FY24 results, reporting consistent net inflows of $281 million from its adviser network.
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.
AZ NGA ‘seizes the day’ with AMP deal
AZ NGA’s Paul Barrett unpacks why the firm is the right home for 16 AMP-aligned advice practices and how its M&A history will facilitate the long-term growth ambitions of each business.
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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