How is outsourcing impacting Aussie funds management talent?

Kaizen-Recruitment/outsourcing/Funds-management/

| By Jasmine Siljic |

With more fund managers looking to outsourced providers, two experts examines how this is affecting the local talent landscape in Australia for graduates looking to enter the sector.

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Kaizen Recruitment

outsourcing

Funds management

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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Why did August’s adviser exam see a lower pass rate?

exam/adviser-exam/Joel-Ronchi/ASIC/new-entrants/

| By Jasmine Siljic |

Financial planning

While the August financial advice exam saw a lower pass rate of 62 per cent compared with 70 per cent in previous sittings, this expert believes it’s for a positive reason.

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Jasmine Siljic

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Anticipating the year ahead for 5 major advice players

licensees/financial-advice/amp/insignia-financial/Count-Financial/WT-Financial-Group/Centrepoint/

| By Jasmine Siljic |

Financial planning

With the FY24 reporting season behind us, five major financial advice licensees are looking to achieve growth either through inorganic activity or internal expansion.

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Jasmine Siljic

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Banned Melbourne adviser sees order varied with jail threat

ASIC/adviser-ban/federal-court/

| By Laura Dew |

Financial planning

An alleged involvement with an insurance claims business has led the Federal Court to vary the orders of a banned adviser to add the threat of jail time.

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ASIC

adviser ban

federal court

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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AMP North makes enhancements for greater flexibility

amp/amp-north/Platforms-&-wraps/

| By Keith Ford |

Financial planning

The investment platform has announced several improvements, enabling advisers to create more bespoke solutions for clients as well as further exclusion options.

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Keith Ford

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Lazard brings Japanese equity fund to Aussie market

Lazard/Lazard-Asset-Management/international-equities/Japan/

| By Rhea Nath |

Funds management

Lazard Asset Management has expanded its investment menu for Australian investors with a new Japanese equity fund.

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Lazard

Lazard Asset Management

international equities

Japan

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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Market Volatility Playbook: Defensive Tools for Investment Portfolios

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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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Rapid HNW expansion poses ‘significant’ advice opportunity

praemium/HNW/financial-advisers/high-net-worth/

| By Jasmine Siljic |

Financial planning

The number of Australian high-net-worth individuals has grown by nearly 9 per cent from 2023, according to Praemium and Investment Trends, spelling positive news for financial advisers.

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Jasmine Siljic

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DASH eyes further strategic acquisitions

dash/Andrew-Whelan/Platforms-&-wraps/financial-planning-software/

| By Jasmine Siljic |

Financial planning

The financial planning software and platform has reported double-digit uplift across the group in FY24, as it focuses on inorganic growth through strategic acquisitions in the year ahead.

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dash

Andrew Whelan

Platforms & wraps

financial planning software

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Jasmine Siljic

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FAAA ramps up pressure for Dixon public inquiry

CSLR/Sarah-Abood/FPA/Dixon/Dixon-Advisory/

| By Keith Ford |

Financial planning

The Financial Advice Association Australia has written to every member of Parliament to press the case for a public inquiry into the Dixon Advisory collapse and the CSLR.

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How is outsourcing impacting Aussie funds management talent?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Why did August’s adviser exam see a lower pass rate?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Anticipating the year ahead for 5 major advice players

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Banned Melbourne adviser sees order varied with jail threat

AUTHOR

Laura Dew

Laura 's social profiles:

AMP North makes enhancements for greater flexibility

AUTHOR

Keith Ford

Keith 's social profiles:

Lazard brings Japanese equity fund to Aussie market

AUTHOR

Rhea Nath

Rhea 's social profiles:

Market Volatility Playbook: Defensive Tools for Investment Portfolios

AUTHOR

Partner Article

Partner 's social profiles:

Rapid HNW expansion poses ‘significant’ advice opportunity

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

DASH eyes further strategic acquisitions

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

FAAA ramps up pressure for Dixon public inquiry

AUTHOR

Keith Ford

Keith 's social profiles:

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