What women want: Changing the advice space for female clients

JBWere/female/women's-wealth/women-in-financial-services/financial-advisers/

| By Jasmine Siljic |

JBWere Australia CEO, Maria Lykouras, and a female financial adviser have underscored how advice practices can better service female clients from communication and trust to investment selection.

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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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Betashares receives $300m investment to fuel growth trajectory

BetaShares/ETFs/Funds-management/

| By Jessica Penny |

Funds management

ETF provider Betashares has secured $300 million in investment from Singapore-based Temasek which will acquire a stake in the business.

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Jessica Penny

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Cost remains persistent barrier against retirement advice

vanguard/advice-fees/retirement/

| By Jasmine Siljic |

Financial planning

The high cost of receiving financial advice continues to be a barrier preventing half of retirees from seeking an adviser’s support, Vanguard’s latest data shows.

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Jasmine Siljic

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Small caps, big opportunities

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| By partnerarticle |

Knowledge Centre

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Partner Article

Our partner businesses are invited to pen articles that offer unique insight from within the industry for the benefit of our readers. If you read something you would like to learn more about you can contact our partners direct or we are happy to put you in touch.

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How advice salaries will look in FY24–25

Hays/salary/remuneration/financial-advisers/

| By Jasmine Siljic |
Financial planning

The latest edition of the Hays annual salary report has broken down the expected average salary for a variety of senior and junior financial planning roles for the upcoming FY24–25.

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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Ceasing advice licensees outweigh new players

Wealth-Data/financial-advisers/adviser-numbers/licensees/self-licensed/

| By Jasmine Siljic |
Financial planning

Just two financial advice licensees have commenced operations and seven ceased over the past two weeks, while total adviser numbers slip below 15,600 yet again.

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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Will the QAR super requirement be as stringent as industry fears?

ASIC/Alan-Kirkland/quality-of-advice-review/statements-of-advice/superannuation-trustees/

| By Laura Dew |
Financial planning

ASIC has told the Senate economics committee that it expects the requirement for superannuation trustees to check Statements of Advice won’t be “highly prescriptive” and is only one possible form of evidence.

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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Fiducian bolsters national advice franchise network

Fiducian/AFSL/financial-advice/

| By Jasmine Siljic |
Financial planning

Financial services firm Fiducian has added two new franchisees to its national advice network, one based in Victoria and the other in Northern Territory.

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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Prime Value appoints distribution head from Magellan

Prime-Value/Magellan/distribution/

| By Laura Dew |
Funds management

Investment boutique Prime Value Asset Management has appointed a head of distribution who joins the firm after almost nine years at Magellan Financial Group.

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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Northern Trust announces ETF veteran as latest hire

ETFs/Northern-Trust/hires/

| By Jessica Penny |
Funds management

The investment manager said it has appointed an industry “visionary” to join the business as its new head of global ETFs and funds.

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Jessica Penny

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What women want: Changing the advice space for female clients

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Betashares receives $300m investment to fuel growth trajectory

AUTHOR

Jessica Penny

Jessica 's social profiles:

Cost remains persistent barrier against retirement advice

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Small caps, big opportunities

AUTHOR

Partner Article

Partner 's social profiles:

How advice salaries will look in FY24–25

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Ceasing advice licensees outweigh new players

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Will the QAR super requirement be as stringent as industry fears?

AUTHOR

Laura Dew

Laura 's social profiles:

Fiducian bolsters national advice franchise network

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Prime Value appoints distribution head from Magellan

AUTHOR

Laura Dew

Laura 's social profiles:

Northern Trust announces ETF veteran as latest hire

AUTHOR

Jessica Penny

Jessica 's social profiles:

Never miss the latest news and developments in wealth management industry

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