Talaria boosts sales team with Sydney appointment

Talaria/global-equities/hires/distribution/

Global equity manager Talaria Capital has appointed a Sydney-based sales director as it grows its distribution presence across Australia.

Read more about:

AUTHOR

Preparing an advice practice for sale in a ‘buyer’s market’

succession-plans/M&A/adviser-exits/

With a large group of advisers expecting to exit before the 2026 education deadline, an industry expert shares how these practices can best prepare themselves for sale to compete in a “buyer’s market”.

AUTHOR

The red flags of the responsible manager role

responsible-managers/AFSL/

When it comes to the risks of acting as a responsible manager at an AFSL, compliance firm Holley Nethercote has shared a range of red flags that could see them facing disciplinary action from the corporate regulator.

Read more about:

AUTHOR

Partners Group launches evergreen version of royalties strategy

Partners-Group/private-markets/Perpetual/blackrock/evergreen/

Global private markets firm Partners Group has launched an evergreen fund to provide Australian advisers with access to its cross-sector royalties strategy.

Read more about:

AUTHOR

Franklin Templeton reduces fees on 2 Brandywine fixed income funds

brandywine/Franklin-Templeton/fee-cuts/fixed-income/bonds/

Franklin Templeton has reduced fees for two of its Brandywine fixed income funds and enacted a name change for its Global Income Optimiser fund.

Read more about:

AUTHOR

Aussies seek advice as inflation threatens retirement goals

financial-advice/Natixis/retirees/pre-retirees/

Australia has marked a decade among the best countries for retirement, according to Natixis, but with high inflation threatening their retirement goals, a third say they would get professional advice to improve their chances.

Read more about:

AUTHOR

Netwealth improves adviser trading with FinClear partnership

netwealth/fintech/platform/partnership/

Wealth management platform provider Netwealth has announced a partnership with FinClear to streamline trading capabilities for advisers.

AUTHOR

AZ NGA enacts latest partnership with national firm

AZ-NGA/advice/financial-advice/M&A/

AZ NGA has entered into a strategic partnership with national advice firm MiQ Private Wealth, as a way to provide a succession solution, as well as career development opportunities for staff.

Read more about:

AUTHOR

Exam passes push adviser numbers back to positive

Wealth-Data/adviser-numbers/adviser-exam/AFSLs/

Off the back of the August adviser exam results, the profession has seen 17 new entrants hit the Financial Adviser Register (FAR) this week, helping numbers return to positive territory.

AUTHOR

Balancing client fees and operating costs to avoid the ‘58% club’

Adviser-Ratings/revenue/profitability/advice-fees/

While the advice profession struggles under growing operating costs, Adviser Ratings has found more than half of practices – some 58 per cent – that generate less than $250,000 in revenue report no profit at all.

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
moneymanagement logo