Micro-AFSLs climb as large licensees halve

Wealth-Data/Colin-Williams/licensees/self-licensing/

| By Jasmine Siljic |

Exclusive analysis from Wealth Data shows the number of AFSLs in the holistic advice model with one to two advisers has risen 54 per cent over the past five years, while licensees with 100 or more have halved.

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Wealth Data

Colin Williams

licensees

self-licensing

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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Compliance mistakes advisers can avoid from Dixon Advisory

AFCA/Dixon-Advisory/compliance/complaints/SMSFs/

| By Laura Dew |

Financial planning

A compliance expert has shared three tips that financial advisers can learn from the mistakes of Dixon Advisory, based on the firm's AFCA determinations.

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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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CFS introduces low-cost digital advice solution

CFS/colonial-first-state/otivo/digital-advice/

| By Jasmine Siljic |

Financial planning

Colonial First State has unveiled its tailored digital financial advice offering, designed by Otivo, for unadvised CFS FirstChoice superannuation members at just $88 per annum.

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AUTHOR

Jasmine Siljic

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Insignia managed account FUM hits $10bn

insignia-financial/SMA/managed-accounts/MDA/mlc/

| By Laura Dew |

Financial planning

Managed account solutions at Insignia Financial have hit $10 billion in funds under management as it adds 11 model portfolios to Expand.

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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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EBC Financial Group sees ‘immense potential’ in Aussie HNWs

asset-management/AFSL/HNW/high-net-worth/

| By Jasmine Siljic |

Funds management

The global financial services firm has taken on a second AFSL as it looks to capitalise on the high-net-worth market in Australia.

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AUTHOR

Jasmine Siljic

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Clime IM appoints 4 amid cost-cutting ‘scrutiny’

Clime-Investment-Management/Clime/hires/private-wealth/

| By Laura Dew |

Financial planning

Clime IM has made four appointments amid a strict cost-cutting strategy to reduce executive overheads, following the resignation of three non-executive directors last week.

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Clime Investment Management

Clime

hires

private wealth

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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The FASEA lessons for future privacy reforms

FASEA/phil-anderson/

| By Laura Dew |

Financial planning

The advice industry’s experience with the disbanded FASEA regime should be a harbinger for any possible review and funding of the Office of the Australian Information Commissioner under new privacy laws.

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FASEA

phil anderson

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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Unadvised Australians held back by cost and trust

Generation-Life/trust/financial-advice/costs/

| By Laura Dew |

Financial planning

Advised Australians are twice as likely to be happy with their financial situations than unadvised consumers, according to Generation Life, but cost and trust are holding unadvised ones back.

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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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Are fund managers abandoning sustainability?

ESG/JPMAM/Schroders/Zenith/blackrock/sustainable-investing/

| By Laura Dew |

Features

As ESG and sustainable funds continue to suffer outflows and the regulator cracks down on greenwashing, there has been a notable downturn in the number of launches and staff hires in this area.

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sustainable investing

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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HUB24 reports ‘strong start’ to FY25 inflows

HUB24/platforms/FUA/financial-results/

| By Jasmine Siljic |

Funds management

HUB24 has seen a 44 per cent rise in quarterly platform net inflows during the first three months of FY25, while adviser numbers rose 17 per cent.

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AUTHOR

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Micro-AFSLs climb as large licensees halve

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CFS introduces low-cost digital advice solution

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Insignia managed account FUM hits $10bn

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EBC Financial Group sees ‘immense potential’ in Aussie HNWs

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The FASEA lessons for future privacy reforms

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