Young advised clients prioritise goal-based investing

Dimensional-Fund-Advisers/Dimensional/client-relationships/financial-goals/

| By Jasmine Siljic |

Young investors aged under 40 are more than twice as likely to measure the value of their financial adviser based on progress towards their goals, Dimensional research uncovers.

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Dimensional Fund Advisers

Dimensional

client relationships

financial goals

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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Do licensees always need to ‘take all reasonable steps’?

corporations-act/ASIC/compliance/AFSL/Hall-and-Wilcox/

| By Laura Dew |

Financial planning

A Federal Court ruling on whether licensees need to ‘take all reasonable steps’ regarding conflicted remuneration could extend to other parts of the advice process, according to law firm Hall & Wilcox.

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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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Natixis Investment Managers

Natixis Investment Managers’ multi-affilia

Fund Manager of the Year Awards 2024 gets new recruitment partner

awards/recruitment/Fund-Manager-of-the-Year/fund-manager-of-the-year-awards/

| By Malavika |

Funds management

A recruitment firm specialising in funds management has been welcomed as a recruitment partner for this year’s awards.

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awards

recruitment

Fund Manager of the Year

fund manager of the year awards

AUTHOR

Malavika Santhebennur

Malavika Santhebennur was a news and features financial services journalist at Money Management, part of Financial Express. She has previously written in various industrial publications at Cirrus Media, including mining, food, franchising, and health.

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New advice practice launches under Centrepoint’s AFSL

financial-advice/Centrepoint/centrepoint-alliance/new-business/licensees/

| By Jasmine Siljic |

Financial planning

A new financial advice business, licensed by Centrepoint Alliance, has recently commenced operations servicing HNW clients including retiring Baby Boomers and single women.

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AUTHOR

Jasmine Siljic

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Abrdn CEO exits troubled manager

abrdn/SG-Hiscock/ceo/

| By Laura Dew |

Funds management

Abrdn chief executive Stephen Bird is to depart the troubled fund manager, which has slashed hundreds of jobs, after four years as the firm “moves to fresh leadership”.

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abrdn

SG Hiscock

ceo

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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Building a high-performing advice team

financial-advisers/elixir-consulting/Virtual-Business-Partners/practice-management/culture/

| By Jasmine Siljic |

Financial planning

This senior consultant has emphasised why “playing the long game” of cultivating a desirable work culture is vital for high-performing financial advice firms and their teams.

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financial advisers

elixir consulting

Virtual Business Partners

practice management

culture

AUTHOR

Jasmine Siljic

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Super fund or adviser: Where do retirees turn for help?

TAL/superannuation-funds/retirement/financial-advice/

| By Jasmine Siljic |

Financial planning

With superannuation funds and financial advisers being the top two sources of information for retirees, a TAL white paper has revealed which they turn to first.

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AUTHOR

Jasmine Siljic

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Senior industry execs join HeirWealth platform

intergenerational-wealth/platforms/technology/Jason-Nyilas/geoff-lloyd/

| By Laura Dew |

Financial planning

Newly launched wealth technology platform HeirWealth has appointed multiple senior industry figures to its advisory board, including former MLC CEO Geoff Lloyd as chair.

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intergenerational wealth

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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T. Rowe Price hire to spearhead intermediary growth

netwealth/T-Rowe-Price/financial-advisers/

| By Jasmine Siljic |

Funds management

The global asset manager has appointed a Sydney-based relationship manager from Netwealth to strengthen its partnership with the financial adviser community.

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netwealth

T Rowe Price

financial advisers

AUTHOR

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Young advised clients prioritise goal-based investing

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Do licensees always need to ‘take all reasonable steps’?

AUTHOR

Laura Dew

Laura 's social profiles:

Fund Manager of the Year Awards 2024 gets new recruitment partner

AUTHOR

Malavika Santhebennur

Malavika 's social profiles:

New advice practice launches under Centrepoint’s AFSL

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Abrdn CEO exits troubled manager

AUTHOR

Laura Dew

Laura 's social profiles:

Building a high-performing advice team

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Jasmine Siljic

Jasmine 's social profiles:

Super fund or adviser: Where do retirees turn for help?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Senior industry execs join HeirWealth platform

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Laura Dew

Laura 's social profiles:

T. Rowe Price hire to spearhead intermediary growth

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Jasmine 's social profiles:

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