Learning to let go as advice leaders

financial-advisers/elixir-consulting/practice-management/leadership/

With financial advice leaders often wearing too many hats in the business, two consulting professionals underscore the value of letting go and empowering staff to drive growth.

Read more about:

AUTHOR

The licensees reporting triple-digit share price growth

WT-Financial-Group/Sequoia/amp/insignia-financial/Fiducian/share-price/australian-equities/centrepoint-alliance/

Looking over the past five financial years, which advice licensees have demonstrated consistent long-term share price growth for their investors?

Read more about:

AUTHOR

Former Lonsec CEO joins Morningstar

morningstar/lonsec/research-house/superannuation-funds/

Former Lonsec chief executive, Matt Olsen, has joined Morningstar as director of manager research ratings as it branches out to rate superannuation funds.

Read more about:

AUTHOR

Pacific Current appoints acting CEO

GQG-Partners/Pacific-Current-Group/acting-CEO/ceo/

Following the exit of Paul Greenwood to join GQG Partners, Pacific Current Group has appointed an acting chief executive.

Read more about:

AUTHOR

HMC Capital completes private credit acquisition

private-credit/M&A/acquisition/fund-managers/

HMC Capital has completed its acquisition of private credit fund manager Payton Capital as it seeks to take advantage of the burgeoning opportunity in the asset class.

Read more about:

AUTHOR

ETFs continue as ‘flavour of choice’ for advisers

ETFs/Adviser-Ratings/asset-allocation/artificial-intelligence/bitcoin/

Demand for ETFs is only set to climb higher with over one-third of financial advisers planning to lift their ETF allocation in the next 12 months.

Read more about:

AUTHOR

ASIC makes first AFSL action of FY24–25

AFSL/ASIC/Sydney/

ASIC has suspended the AFSL of a Sydney advice firm, the first action it has taken in the new financial year.

Read more about:

AUTHOR

Iress completes investigation into cyber breach

iress/cybersecurity/cyber/

Technology company Iress has revealed the findings of its internal investigation following a cyber incident earlier this year which affected its OneVue business.

Read more about:

AUTHOR

Count divests Bentleys WA business

Count-Financial/Countplus/divestment/financial-advice/

Count has divested its Bentleys WA business for a lower purchase price than initially forecast.

Read more about:

AUTHOR

New practice launches under AMP Advice

amp/AMP-advice/Charter/amp-financial-planning/

An experienced financial adviser, who has been with AMP for nearly two decades, has launched his own Western Australia-based advice firm under AMP Advice’s licensee network.

Read more about:

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 3 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 4 weeks ago

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

3 weeks 5 days ago

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

2 weeks 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 5 days ago
moneymanagement logo