Australian private markets manager detracts from Pacific Current FUM

Pacific-Current-Group/private-markets/funds-under-management/GQG-Partners/

Outflows from an Australian private markets fund manager have caused FUM at Pacific Current to decline by $1 billion in the last quarter.

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Former RIAA CEO joins ethical fund manager

RIAA/simon-o'connor/ethical-investing/

Former RIAA chief executive Simon O’Connor has joined the ethical advisory panel at U Ethical Investors.

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Why do some advisers see more referrals than others?

Astute-Wheel/client-engagement/financial-advisers/

Referral arrangements with other professional advisers, known as Centres of Influence, can help financial advisers to build client relationships, engagement and trust over time.

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Relative Return Unplugged: How will sticky inflation impact rates?

Podcast/Relative-Return/

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special

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A New Chapter in Defence – Focus on Protection, Not Aggression

Premium-Content/

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ASIC details financial advice breach reports in FY24

ASIC/breach-reporting/financial-advice/AFSL/licensee/compliance/

ASIC has shared the percentage of breach reports related to financial advice in FY24, noting increased reporting by smaller AFSLs.

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‘No blanket rule’ in assessing large-scale advice complaints

AFCA/Dixon-Advisory/Dixon/complaints/

With less than 5 per cent of Dixon Advisory complaints closed, AFCA has detailed how it is dealing with systemic issues, known as batch matters, through a consistent yet case-by-case approach.

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Sequoia makes ‘increased focus’ on growing salaried advisers

Sequoia/Garry-Crole/financial-advice/licensee/

Advice licensee Sequoia has shared an update on the streamlining of its operations, with investment in salaried advisers identified as an increased focus.

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What makes a top advice leader?

Adviser-Ratings/financial-advice/profitability/advice-business/

For financial advisers and business owners seeking to run a top advice firm, Adviser Ratings has shared the characteristics of these leaders from top firms focusing on “scale, specialisation and sophistication”.

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Govt underestimating the importance of ‘adviser’ name: FAAA

Stephen-Jones/Sarah-Abood/financial-advisers/quality-of-advice-review/

As Stephen Jones cites the new class of qualified advisers as a way to reduce legislative complexity in advice, the FAAA’s Sarah Abood says its members still have qualms with the idea and its naming.

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