Which licensee has seen the highest adviser losses FYTD?

Wealth-Data/Count-Financial/Centrepoint/adviser-numbers/

| By Jasmine Siljic |

Wealth Data has revealed which financial advice licensee has lost the greatest number of advisers this financial year-to-date, with the firm declining by 59 advisers over the period.

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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Meet the Manager: Phillip Hudak of Maple-Brown Abbott

Maple-Brown-Abbott/Small-caps/global-equities/resources/

| By Jasmine Siljic |

Funds management

In the latest Meet the Manager profile, Money Management speaks with Phillip Hudak of Maple-Brown Abbott.

AUTHOR

Jasmine Siljic

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Relative Return: Dissecting the Australian small caps market

Podcast/Relative-Return/

| By Maja Garaca Djurdjevic |

Editorial

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Retirees’ happiness underpinned by financial advice: Challenger

challenger/retirement/retirees/financial-advice/

| By Jessica Penny |

Financial planning

Support from advisers alongside financial education continues to be an integral driver of older Australians’ contentment in retirement, according to new data from Challenger.

AUTHOR

Jessica Penny

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Financial advice M&A deals rise in Q1 2024

mergers-and-acquisitions/merger/Count-Financial/Sequoia/insignia-financial/

| By Jasmine Siljic |

Financial planning

With the first quarter of 2024 behind us, Money Management takes a look back at the biggest M&A deals in financial advice over the period.

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Jasmine Siljic

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E&P Financial appoints new CFO as Hill steps down

E&P-Financial-Group/e&p/Dixon-Advisory/appointment/

| By Jasmine Siljic |

People & Products

E&P Financial Group’s chief financial officer and joint company secretary, Stephen Hill, has announced his departure in June as the firm fills the position internally.

AUTHOR

Jasmine Siljic

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CSLR underestimating future financial advice firm failures

CSLR/complaints/AFCA/Wealth-Data/Colin-Williams/financial-advice/

| By Laura Dew |

Financial planning

Wealth Data’s Colin Williams believes the idea of four financial advice firms failing per year, as put forward in CSLR estimates, is too low an estimate.

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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Could the advice profession return to 25k advisers?

financial-advice/adviser-numbers/superannuation-funds/financial-advisers/

| By Jasmine Siljic |

Financial planning

The introduction of financial advice from superannuation funds and banks could see adviser numbers grow to as much as 25,000 in the future.

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Jasmine Siljic

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Meet the Manager: Christopher Chen of American Century Investments

American-Century/Small-caps/equities/global-equities/Chris-Chen/

| By Laura Dew |

Funds management

In the latest Meet the Manager profile, Money Management speaks with Christopher Chen, senior investment director, Asia-Pacific, at American Century Investments.

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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AZ NGA hires HUB24 exec in newly created role

AZ-NGA/hires/HUB24/

| By Jasmine Siljic |

People & Products

Professional services firm AZ NGA has bolstered its executive team with the creation of an executive general manager role, who will join from HUB24 in July.

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Which licensee has seen the highest adviser losses FYTD?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Meet the Manager: Phillip Hudak of Maple-Brown Abbott

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Relative Return: Dissecting the Australian small caps market

AUTHOR

Retirees’ happiness underpinned by financial advice: Challenger

AUTHOR

Jessica Penny

Jessica 's social profiles:

Financial advice M&A deals rise in Q1 2024

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

E&P Financial appoints new CFO as Hill steps down

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

CSLR underestimating future financial advice firm failures

AUTHOR

Laura Dew

Laura 's social profiles:

Could the advice profession return to 25k advisers?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Meet the Manager: Christopher Chen of American Century Investments

AUTHOR

Laura Dew

Laura 's social profiles:

AZ NGA hires HUB24 exec in newly created role

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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