The hottest topics for advisers in 2024

financial-advice/private-markets/

| By Rhea Nath |

As the year draws to a close, a new report has explored the key trends and areas of focus for financial advisers over the last 12 months.

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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How advisers can be compliant-ready in 2025

AFSL/compliance/Assured-Support/ASIC/licensees/

| By Jasmine Siljic |

Financial planning

Assured Support explores five tips to help financial advisers embed compliance into the heart of their business, with 2025 set to see further regulatory change.

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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Sipina sentenced for involvement in $180 million Courtenay House fraud

| By Staff reporter |

Financial planning

David Sipina has been sentenced to three years under an intensive correction order for his role in the u

AUTHOR

Generation Life's Hackett promoted to group CEO role

| By Laura Dew |
Funds management

Grant Hackett has been promoted from CEO of Generation Life to head up the wider Generation Development 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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Twitter

Why a robust paper trail is crucial for compliance

ASIC/Hall-and-Wilcox/compliance/enforcement/breach-reporting/

| By Rhea Nath |
Financial planning

As AFSLs endeavour to meet their breach reporting obligations, a legal expert has emphasised why robust documentation will prove fruitful, particularly in the face of potential regulatory investigations.

Read more about:

ASIC

Hall and Wilcox

compliance

enforcement

breach reporting

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

View articles by Rhea

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Which Aussie suburbs exhibit greatest financial opportunity?

BetaShares/financial-advisers/regional/

| By Jasmine Siljic |
Financial planning

Betashares has named the top Australian suburbs with the highest spare cash flow, shining a light on where financial advisers could eye out potential clients.

Read more about:

BetaShares

financial advisers

regional

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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Adviser solutions BDM among raft of new hires

Zenith-Investment-partners/Real-Asset-Management/SG-Hiscock/business-development-manager/recruitment/hires/

| By Jasmine Siljic |
People & Products

Zenith Investment Partners has welcomed a BDM focusing on adviser solutions in a series of appointments, while two asset managers have also confirmed new hires.

Read more about:

Zenith Investment partners

Real Asset Management

SG Hiscock

business development manager

recruitment

hires

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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Jasmine 's social profiles:

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Superannuation rollover leads to FSCP written direction

FSCP/ASIC/compliance/financial-advice/

| By Laura Dew |
Financial planning

A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 for a client.

Read more about:

FSCP

ASIC

compliance

financial advice

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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Laura 's social profiles:

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Twitter

What will EOY adviser numbers look like?

Wealth-Data/

| By Laura Dew |
Financial planning

Estimates for the calendar year 2024 put the advice industry on track for a loss in adviser numbers as exits offset gains from new entrants.

Read more about:

Wealth Data

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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Laura 's social profiles:

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Twitter

5 ways advice changed in 2024

Adviser-Ratings/financial-advice/adviser-numbers/

| By Jasmine Siljic |
Financial planning

Adviser Ratings shares five ways that financial advice changed in 2024 with an optimistic outlook for 2025, thanks to the Delivering Better Financial Outcomes legislation.

Read more about:

Adviser Ratings

financial advice

adviser numbers

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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Jasmine 's social profiles:

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The hottest topics for advisers in 2024

AUTHOR

Rhea Nath

Rhea 's social profiles:

How advisers can be compliant-ready in 2025

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Sipina sentenced for involvement in $180 million Courtenay House fraud

AUTHOR

Generation Life's Hackett promoted to group CEO role

AUTHOR

Laura Dew

Laura 's social profiles:

Why a robust paper trail is crucial for compliance

AUTHOR

Rhea Nath

Rhea 's social profiles:

Which Aussie suburbs exhibit greatest financial opportunity?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Adviser solutions BDM among raft of new hires

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Superannuation rollover leads to FSCP written direction

AUTHOR

Laura Dew

Laura 's social profiles:

What will EOY adviser numbers look like?

AUTHOR

Laura Dew

Laura 's social profiles:

5 ways advice changed in 2024

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Never miss the latest news and developments in wealth management industry

Consistency is the most underrated investment strategy.

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