Over 1 in 10 Aussies plan to pass down $1m and more

Adviser-Ratings/wealth-transfer/intergenerational-wealth/financial-advice/

| By Jasmine Siljic |

Australia’s looming intergenerational wealth transfer remains a crucial opportunity for financial advisers, with 14 per cent of consumers looking to transfer $1 million or more.

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Adviser Ratings

wealth transfer

intergenerational wealth

financial advice

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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Count equity firm makes Qld acquisition

Countplus/mergers-and-acquisitions/M&A/Hugh-Humphrey/

| By Jasmine Siljic |

Financial planning

An equity partner firm of Count has purchased a Brisbane-based accounting business for nearly $1 million, as Count drives forward its inorganic growth momentum.

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Countplus

mergers and acquisitions

M&A

Hugh Humphrey

AUTHOR

Jasmine Siljic

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Sequoia calls in Takeovers Panel over shareholder dispute

Sequoia/Sequoia-financial-group/takeovers-panel/

| By Laura Dew |

Financial planning

Sequoia has applied to the Takeovers Panel regarding alleged unethical practice by a group of
shareholders seeking to oust its chief executive.

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Sequoia

Sequoia financial group

takeovers panel

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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Jones commits to passing QAR within a year

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

| By Laura Dew |

Financial planning

Minister for Financial Services, Stephen Jones, has said he did not expect backlash to changes around advice fee deduction and believes the second tranche will have greater impact, committing to enact it by May 2025.

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Stephen Jones

quality of advice review

financial advice

Blake Briggs

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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Are accountants and teachers a solution for advice shortage?

financial-advice/siaa/smsf-association/Sarah-Abood/education/

| By Laura Dew |

Financial planning

Career changers, such as accountants and teachers, are a valuable demographic for potential advisers as industry commentators say adviser numbers are “not touching the sides” of consumer demand.

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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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AFSL cancellations hit double digits with Qld advice firm

AFSL/queensland/ASIC/

| By Laura Dew |

Financial planning

ASIC has cancelled the AFSL of a Gold Coast advice firm, its 10th AFSL cancellation since the start of the year with the majority being advice firms.

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AFSL

queensland

ASIC

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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Vanguard appoints CEO from rival passive player

vanguard/ishares/blackrock/ceo/

| By Laura Dew |

Funds management

Global investment giant Vanguard has appointed a new global CEO to replace Tim Buckley who steps down after more than 30 years with the business.

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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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Are financial advisers ‘at risk’ from AI disruption?

artificial-intelligence/Adviser-Ratings/MLC-Asset-Management/insignia-financial/insignia/

| By Jasmine Siljic |

Financial planning

Financial adviser has been identified as a job that is at “high risk from AI disruption”, but industry commentators say such technologies will enhance their role, rather than replace them.

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artificial intelligence

AUTHOR

Jasmine Siljic

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Government flags $10m provision for ASIC greenwashing enforcement

ASIC/APRA/greenwashing/sustainability/responsible-investment/

| By Laura Dew |

Funds management

The latest budget papers have outlined a $10 million provision for ASIC greenwashing enforcement activity as well as funds for a sustainable labelling regime to be partially met by industry levies.

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responsible investment

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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Iress investigation finds breach affected OneVue

OneVue/platforms/iress/cyber-security/

| By Laura Dew |

Funds management

Iress’ investigation of a cyber breach that occurred last weekend has found it affected its OneVue production environment which contains client data.

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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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Over 1 in 10 Aussies plan to pass down $1m and more

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Count equity firm makes Qld acquisition

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Sequoia calls in Takeovers Panel over shareholder dispute

AUTHOR

Laura Dew

Laura 's social profiles:

Jones commits to passing QAR within a year

AUTHOR

Laura Dew

Laura 's social profiles:

Are accountants and teachers a solution for advice shortage?

AUTHOR

Laura Dew

Laura 's social profiles:

AFSL cancellations hit double digits with Qld advice firm

AUTHOR

Laura Dew

Laura 's social profiles:

Vanguard appoints CEO from rival passive player

AUTHOR

Laura Dew

Laura 's social profiles:

Are financial advisers ‘at risk’ from AI disruption?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Government flags $10m provision for ASIC greenwashing enforcement

AUTHOR

Laura Dew

Laura 's social profiles:

Iress investigation finds breach affected OneVue

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Laura Dew

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