FSCP makes latest adviser determination

FSCP/statements-of-advice/financial-advice/insurance/

The Financial Services and Credit Panel has made its first determination in over three months with the relevant provider pulled up on their statements of advice.

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The licensees that led Q2 adviser growth

Adviser-Ratings/adviser-numbers/centrepoint-alliance/financial-advisers/

Adviser Ratings’ quarterly data has uncovered the top 10 financial advice licensees for growth and losses in the second quarter of the 2024 calendar year.

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How has adviser sentiment changed over the past decade?

adviser-sentiment/wealth-insights/financial-advisers/

Back in 2014, the proportion of optimistic advisers sat at 55 per cent, but how has the past decade and the fallout from the Hayne royal commission changed things?

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Lazard makes distribution appointment from PGIM

Lazard/Lazard-Asset-Management/pgim/

The former head of Australia wealth at PGIM has taken up a new role as an investment specialist at Lazard Asset Management.

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Global X portfolio management head exits

global-x/Global-X-ETFs/portfolio-management/

Global X ETFs’ head of portfolio management is set to depart the firm in October, the second major departure alongside outgoing CEO Evan Metcalf’s exit.

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Small and microcaps: seizing opportunities

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Relative Return: The return to favour for fixed income

Podcast/Relative-Return/

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Magellan profits spike as firm invests in $22bn fund manager

Magellan/Andrew-Formica/acquisition/

Magellan has seen its statutory net profit after tax rise by almost a third in FY24, as it announces a minority stake acquisition in a $22 billion investment manager.

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Adviser inflows boost FY24 NPAT for Fiducian

Fiducian/financial-advice/Indy-Singh/

Fiducian Group has shared its FY24 results, reporting consistent net inflows of $281 million from its adviser network.

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AZ NGA ‘seizes the day’ with AMP deal

AZ-NGA/Paul-Barrett/amp/financial-advice/M&A/

AZ NGA’s Paul Barrett unpacks why the firm is the right home for 16 AMP-aligned advice practices and how its M&A history will facilitate the long-term growth ambitions of each business.

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