Organic v inorganic: What’s the best route for client growth?

EY/financial-advisers/wealth-management/client-engagement/

| By Jasmine Siljic |

As clients exhibit their willingness to “test the waters” with their wealth providers, an EY leader underscores why client retention is vital for financial advice firms to grow before considering M&A deals.

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 Financial announces plans for 2 acquisitions

prime-financial-group/Prime-Financial/mergers-and-acquisitions/M&A/

| By Jasmine Siljic |

Financial planning

Prime Financial is driving forward its inorganic growth strategy as it looks to acquire a remuneration administration business and is in talks with a Melbourne-based wealth management firm.

AUTHOR

Jasmine Siljic

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HUB24 appoints former MLC exec to board

HUB24/platforms/Andrew-Alcock/boards/

| By Laura Dew |

Financial planning

Platform HUB24 has appointed a former MLC and NAB senior executive to its board as a non-executive director.

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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Platinum regroups after heavy FUM losses

Platinum/Platinum-Asset-Management/outflows/FUM/

| By Laura Dew |

Funds management

Platinum Asset Management has seen redemptions plateau in May following heavy outflows in the past two m

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Platinum

Platinum Asset Management

outflows

FUM

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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Advisers capitalise on private markets appetite

private-markets/private-capital/financial-advice/asset-allocation/financial-literacy/

| By Jasmine Siljic |
Financial planning

The investment appetite for private markets climbs higher as 70 per cent of advisers say they plan to raise clients’ allocations to the asset class and adviser education strengthens.

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private markets

private capital

financial advice

asset allocation

financial literacy

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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EOFY tips for ETF investors

ETFs/end-of-financial-year/EOFY/tax/

| By Laura Dew |
Funds management

With the end of financial year fast approaching, there can be tax benefits for clients holding ETFs over other types of investment.

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ETFs

end of financial year

EOFY

tax

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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Treasury launches consultation on QAR draft regulation

quality-of-advice-review/Stephen-Jones/financial-advice/

| By Maja Garaca Djurdjevic |
Financial planning

Ahead of a public hearing this week, the government has commenced a consultation on draft regulations to support the implementation of the first tranche of Quality of Advice Review reforms.

AUTHOR

How much were CSLR’s first payouts?

CSLR/AFCA/financial-advice/

| By Staff |
Financial planning

The Compensation Scheme of Last Resort has made its first payouts to victims since launching in April, with three claimants having been the victims of poor financial advice.

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CSLR

AFCA

financial advice

AUTHOR

BDMs feel the heat amid alternatives popularity

BDM/business-development-manager/recruitment/Kaizen-Recruitment/fund-management/hiring/sales/salary/

| By Laura Dew |
Funds management

BDMs specialising in equities and fixed income report their bonuses are coming under pressure as investors opt for alternatives, but salaries can still reach as high as $450,000, according to Kaizen Recruitment.

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BDM

business development manager

recruitment

Kaizen Recruitment

fund management

hiring

sales

salary

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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‘Man is not an island’: Should you scale up a micro-AFSL?

financial-advice/AFSL/lifespan/self-licensing/licensees/outsourcing/

| By Laura Dew |
Financial planning

Two industry professionals have shared lessons for self-licensed firms amid the debate over scaling up a financial advice business.

Read more about:

financial advice

AFSL

lifespan

self-licensing

licensees

outsourcing

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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Organic v inorganic: What’s the best route for client growth?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Prime Financial announces plans for 2 acquisitions

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

HUB24 appoints former MLC exec to board

AUTHOR

Laura Dew

Laura 's social profiles:

Platinum regroups after heavy FUM losses

AUTHOR

Laura Dew

Laura 's social profiles:

Advisers capitalise on private markets appetite

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

EOFY tips for ETF investors

AUTHOR

Laura Dew

Laura 's social profiles:

Treasury launches consultation on QAR draft regulation

AUTHOR

How much were CSLR’s first payouts?

AUTHOR

BDMs feel the heat amid alternatives popularity

AUTHOR

Laura Dew

Laura 's social profiles:

‘Man is not an island’: Should you scale up a micro-AFSL?

AUTHOR

Laura Dew

Laura 's social profiles:

Never miss the latest news and developments in wealth management industry

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From Investment Banking to Boutique Fund Management: How Rixon Capital’s Founder is Redefining Private Credit

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