Relative Return: The secret sauce of outsourcing
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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Aussie advice firms' strength in onboarding new clients
High-performing advice firms in Australia have a strong client conversion rate, according to Dimensional, and work quicker than global peers to onboard them and begin generating revenue.
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.
Assurance needed of regulatory confidence in CARs
Attempts to simplify advice documentation are unlikely to succeed unless advisers are confident they can produce shorter documents without fear of regulatory penalisation, believes the Financial Services Council.
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.
Removing ‘policy brick wall’ critical to raising adviser numbers
Self-licensing specialist My Dealer Services has argued the only way to improve numbers in the financial advice sector is to further slash red tape, which is preventing a greater flow of new entrants.
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.
Which technical issues are front of mind for advisers?
BT’s technical team has unveiled the top five topics shaping financial adviser conversations for the March quarter, ranging from regulatory changes to taxation issues.
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.
Avoiding the regulatory pitfalls of outsourcing
According to Adviser Ratings, financial advice firms must ensure they think strategically about the use of offshore or third-party operations rather than just consider them as a form of cost-cutting.
AUTHOR
Shy-Ann Arkinstall
Russell Investments appoints APAC investment head
Russell Investments has promoted its global chief investment strategist to an APAC role which will see him relocate from London to Sydney.
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.
Zagga Retains 4-Star ‘Superior’ Rating by SQM Research for Fifth Consecutive Year
AUTHOR
Partner Article
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How are adviser numbers sitting for FY24–25?
With only one month to go until the end of the financial year, are current adviser numbers on track to report a gain for 2024–25?
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.
MA Financial looks to US for private credit distribution
Increased demand for private credit has boosted assets under management at MA Financial, and the firm is viewing an “enormous opportunity” to distribute the funds in the US.
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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