Unpacking the integrated advice, accountancy business model

financial-advice/high-net-worth/accountancy/HUB24/Prime-Financial/AZ-NGA/

| By Jasmine Siljic |

Providing financial advice and accountancy services side-by-side in a holistic approach offers an array of benefits for both clients and the business, three firms share with Money Management.

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financial advice

high net worth

accountancy

HUB24

Prime Financial

AZ NGA

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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Intelligent Planning welcomes NSW firm

financial-advice/Synchron/Phil-Osborne/

| By Laura Dew |

Financial planning

Intelligent Planning has welcomed Keyman Financial Services, with the NSW-based advice firm moving over from Synchron.

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financial advice

Synchron

Phil Osborne

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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Viridian unveils literacy program to improve female finances

viridian/Gender-pay-gap/gender-equality/WGEA/

| By Laura Dew |

Financial planning

Viridian Financial Group has launched a program to revolutionise financial literacy and independence among women in light of the gender pay gap.

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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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Taskforce warns on timely aged care planning in face of rising cost

aged-care/retirement/retirement-planning/estate-planning/

| By Laura Dew |

Financial planning

The final Aged Care Taskforce report has recommended planning for aged care costs should begin at retirement to prevent suboptimal outcomes, while wealthier individuals could find themselves footing more of their care bills in the future.

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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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AFCA refers systemic issue to ASIC over firm’s lack of engagement

AFCA/complaints/fees/

| By Laura Dew |

Financial planning

AFCA has identified a systemic issue in the investments and advice space, with the case needing to be referred to ASIC due to the firm’s lack of engagement or remediation.

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AFCA

complaints

fees

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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WAM Leaders to acquire QVE creating $2bn entity

Wilson-Asset-Managment/QV-Equities-Limited/M&A/listed-investment-company/

| By Laura Dew |

Funds management

WAM Leaders, a listed investment company run by Wilson Asset Management, has entered into a scheme implementation agreement to merge with QV Equities with an enhanced offer.

Read more about:

Wilson Asset Managment

QV Equities Limited

M&A

listed investment company

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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Why diversified managed funds deserve a place in client portfolios

Premium-Content/No-Ads/

| By partnerarticle |

Knowledge Centre

The number of advisers using managed accounts has exploded in recent years, often at the expense of dive

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Premium Content

No Ads

AUTHOR

Partner Article

Our partner businesses are invited to pen articles that offer unique insight from within the industry for the benefit of our readers. If you read something you would like to learn more about you can contact our partners direct or we are happy to put you in touch.

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Allan Gray

At Allan Gray, our investment philosophy is simple: to take a contrarian approach, apply it consistently and invest for the long term.

Maximising client outcomes with multi-asset portfolios

Premium-Content/No-Ads/

| By partnerarticle |
Knowledge Centre

Diversified managed funds could make an ideal addition to a managed account, as the broad toolset availa

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Premium Content

No Ads

AUTHOR

Partner Article

Our partner businesses are invited to pen articles that offer unique insight from within the industry for the benefit of our readers. If you read something you would like to learn more about you can contact our partners direct or we are happy to put you in touch.

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Managed accounts approach $200bn with strong H2 gains

managed-accounts/IMAP/funds-under-management/toby-potter/

| By Laura Dew |
Financial planning

Managed accounts grew by $33 billion in the second half of 2023, double the volume that they grew in the previous six months, according to IMAP.

Read more about:

managed accounts

IMAP

funds under management

toby potter

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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E-mail Author

Twitter

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Unpacking the integrated advice, accountancy business model

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Intelligent Planning welcomes NSW firm

AUTHOR

Laura Dew

Laura 's social profiles:

Viridian unveils literacy program to improve female finances

AUTHOR

Laura Dew

Laura 's social profiles:

Taskforce warns on timely aged care planning in face of rising cost

AUTHOR

Laura Dew

Laura 's social profiles:

AFCA refers systemic issue to ASIC over firm’s lack of engagement

AUTHOR

Laura Dew

Laura 's social profiles:

WAM Leaders to acquire QVE creating $2bn entity

AUTHOR

Laura Dew

Laura 's social profiles:

Why diversified managed funds deserve a place in client portfolios

AUTHOR

Partner Article

Partner 's social profiles:

Maximising client outcomes with multi-asset portfolios

AUTHOR

Partner Article

Partner 's social profiles:

Managed accounts approach $200bn with strong H2 gains

AUTHOR

Laura Dew

Laura 's social profiles:

Never miss the latest news and developments in wealth management industry

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Zagga Retains 4-Star ‘Superior’ Rating by SQM Research for Fifth Consecutive Year

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From Investment Banking to Boutique Fund Management: How Rixon Capital’s Founder is Redefining Private Credit

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