GBST unveils WealthConnect upgrades to better support advisers

GBST/technology/fintech/

| By Jasmine Siljic |

GBST has announced multiple enhancements to its digital advice practice management system, WealthConnect, to create further efficiencies for financial advisers and their clients.

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GBST

technology

fintech

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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E&P looks beyond Dixon turmoil to expand client base

E&P-Financial-Group/Dixon-Advisory/dass/financial-results/

| By Laura Dew |

Financial planning

E&P Wealth’s focus is shifting to expand its client base as it completes the migration of clients into its retail wealth management division as well as provides an update on its class action.

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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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US family office launches advisory service in Australia

Giles-Wade/family-offices/financial-adviser/USA/

| By Jasmine Siljic |

Financial planning

Advisory firm Giles Wade has partnered with US-based Asena Family Office to help it launch an Australian arm offering advice and asset management services.

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Jasmine Siljic

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Mentoring program seeks to improve financial services gender gap

yolanda-beattie/students/Gender-pay-gap/pay-gap/gender-diversity/

| By Laura Dew |

Funds management

Future IM/Pact has launched a mentoring and advocacy program to make it easier for investment teams to recruit future talent as financial services is found to have one of the widest gender gaps.

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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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Former FPA CEO appointed to lead CSLR

CSLR/Stephen-Jones/Dixon-Advisory/FPA/

| By Laura Dew |

Financial planning

Minister for Financial Services, Stephen Jones, has confirmed the start date for consumers to lodge claims with the Compensation Scheme of Last Resort as well as its first chair.

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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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Which three advice licensees have grown in FY24 YTD?

licensees/adviser-numbers/financial-advisers/

| By Jasmine Siljic |

Financial planning

Only three out of the 10 largest advice licensees have seen net growth in their financial adviser numbers since the beginning of the 2024 financial year, according to Wealth Data.

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licensees

adviser numbers

financial advisers

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Jasmine Siljic

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Managed accounts see 50% rise in adviser usage

Adviser-Ratings/IMAP/managed-accounts/managed-investments/

| By Laura Dew |

Financial planning

Over half of advisers are now using managed accounts with their clients, according to Adviser Ratings, a rise of 50 per cent since 2019.

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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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Centrepoint Alliance eyes growth ‘in its own backyard’

licensees/centrepoint-alliance/acquisition/M&A/

| By Jasmine Siljic |

Financial planning

Centrepoint Alliance has reported a 63 per cent NPAT growth for 1H24 and is looking into its existing licensee network to enact their own acquisitions as they look for succession plans.

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Jasmine Siljic

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Praemium targets 50% FUA growth on OneVue

iress/OneVue/praemium/anthony-wamsteker/platforms/

| By Laura Dew |

People & Products

Technology platform Praemium expects to be able to grow FUA on the OneVue platform by 50 per cent to $6 billion within 18 months of its acquisition.

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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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Fund managers pivoting to wholesale over retail investors

wholesale-investing/retail-investors/Funds-management/

| By Jasmine Siljic |

Funds management

Australian investment managers are pivoting away from retail investors and towards the allure of private clients, according to Sentient Group, while the sophisticated investor test remains under fire.

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wholesale investing

retail investors

Funds management

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GBST unveils WealthConnect upgrades to better support advisers

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

E&P looks beyond Dixon turmoil to expand client base

AUTHOR

Laura Dew

Laura 's social profiles:

US family office launches advisory service in Australia

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Mentoring program seeks to improve financial services gender gap

AUTHOR

Laura Dew

Laura 's social profiles:

Former FPA CEO appointed to lead CSLR

AUTHOR

Laura Dew

Laura 's social profiles:

Which three advice licensees have grown in FY24 YTD?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Managed accounts see 50% rise in adviser usage

AUTHOR

Laura Dew

Laura 's social profiles:

Centrepoint Alliance eyes growth ‘in its own backyard’

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Praemium targets 50% FUA growth on OneVue

AUTHOR

Laura Dew

Laura 's social profiles:

Fund managers pivoting to wholesale over retail investors

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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