AMP expands advice network with estate planning service

amp/amp-financial-planning/wealth-transfer/intergenerational-wealth/estate-planning/

| By Jasmine Siljic |

AMP has launched a new estate planning offering across its financial advice network in response to client demand ahead of Australia’s looming intergenerational wealth transfer.

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amp

amp financial planning

wealth transfer

intergenerational wealth

estate planning

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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Sequoia looks to licensee switching for adviser growth

Sequoia/licensees/Countplus/Diverger/AFSL/Garry-Crole/

| By Laura Dew |

Financial planning

Sequoia chief executive, Garry Crole, has ruled out acquiring another licensee to grow its numbers and instead hopes to benefit from advisers switching licensees.

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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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Sequoia reports over 4,000% profit increase with further acquisitions ahead

Sequoia/Garry-Crole/licensees/

| By Laura Dew |

Financial planning

Sequoia has reported an “abnormally high” NPAT increase of more than 4,000 per cent on the previous year, while reporting strong tailwinds for its licensee division and adviser growth.

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Sequoia

Garry Crole

licensees

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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Insignia reports $49m NPAT loss

insignia-financial/insignia/renato-mota/Scott-Hartley/financial-advice/

| By Laura Dew |

Financial planning

Insignia Financial has reported an NPAT loss of $49 million in the first half of FY24 driven by strategic transformation costs and remediation payments.

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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 Melbourne adviser sees court-enforceable undertaking

ASIC/SMSFs/financial-advisers/

| By Laura Dew |

Financial planning

ASIC has accepted a court-enforceable undertaking from a former Melbourne financial adviser regarding advice on self-managed superannuation funds.

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ASIC

SMSFs

financial advisers

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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ASIC puts licensees on notice over super performance oversight

ASIC/licensees/Choice/superannuation-industry/

| By Maja Garaca Djurdjevic |

Financial planning

ASIC has issued a warning to advisers and their licensees after identifying deficiencies in their oversight of Choice super performance.

AUTHOR

AMP BOLR victims see another delay to settlement

federal-court/amp/bolr/

| By Laura Dew |

Financial planning

The AMP buyer of last resort proceedings have hit another delay after a case management hearing in the Federal Court to approve the $100 million settlement was postponed.

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federal court

amp

bolr

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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Count forecasts limited advisers as pipeline for future business growth

Countplus/Diverger-Limited/M&A/quality-of-advice-review/

| By Laura Dew |

Financial planning

Count chief executive, Hugh Humphrey, believes limited advisers providing advice at super funds and banks will benefit the firm’s business model by creating a new breed of advisers looking to set up on their own.

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Countplus

Diverger Limited

M&A

quality of advice review

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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Global X appoints US CEO to grow market position

Global-X-ETFs/Mirae-Asset-Global-Investments/ETFs/ceo/

| By Laura Dew |

Funds management

Global X has appointed a new chief executive from Goldman Sachs Asset Management as it seeks to be a “clear-cut leader” in the ETF space.

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Global X ETFs

Mirae Asset Global Investments

ETFs

ceo

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’ Price admits clients re-evaluated Xplan usage

iress/XPLAN/Marcus-Price/platforms/

| By Laura Dew |

Financial planning

Iress chief executive Marcus Price has admitted the firm has seen clients re-evaluate their usage of Xplan and detailed future changes, as advisers complain the technology is “slow and clunky”.

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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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AMP expands advice network with estate planning service

AUTHOR

Jasmine Siljic

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Sequoia looks to licensee switching for adviser growth

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Sequoia reports over 4,000% profit increase with further acquisitions ahead

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Insignia reports $49m NPAT loss

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ASIC puts licensees on notice over super performance oversight

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