Rising adviser numbers ‘incumbent’ on large wealth managers

new-entrants/graduate-program/Morgan-Stanley/ord-minnett/

| By Jasmine Siljic |

As adviser numbers struggle to keep pace with growing demand, Ord Minnett and Morgan Stanley believe large wealth firms like themselves have a major role to play in attracting new entrants.

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.

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

AMP assures no home monitoring in contracts, FSU celebrates win

AMP--Capital/amp/fsu/unions/

| By Maja Garaca Djurdjevic |

Financial planning

The Finance Sector Union has branded AMP’s confirmation that it will not use surveillance and monitoring on employees in their homes a “win” for the union.

AUTHOR

‘Little pieces of gold’ for advisers in federal budget

mlc/financial-advisers/Budget/federal-budget/

| By Jasmine Siljic |

Financial planning

While the measures in this year’s federal budget may seem minimal, MLC has broken down the “little pieces of gold” and client opportunities for financial advisers to maximise.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

‘Disenfrachised’ HNWIs driving non-custodial usage

praemium/CoreData/custody/high-net-worth/

| By Laura Dew |

Financial planning

High-net-worth investors, who are “disenfranchised” with the traditional options available to them, are moving into the non-custodial solutions, with advisers citing client preference as the top factor influencing their usage.

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.

View articles by Laura

Laura 's social profiles:

AZ NGA advice practices merge to create super-sized firm

financial-advice/AZ-NGA/M&A/Paul-Barrett/

| By Jasmine Siljic |

Financial planning

Two financial advice businesses in the AZ NGA network have merged to form a multidisciplinary firm with some 20 advisers and 2,500 clients across two states.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

My Dealer Services inks educational partnership with CFS

CFS/self-licensing/financial-advice/

| By Jasmine Siljic |

Financial planning

Self-licensing specialist My Dealer Services has teamed up with Colonial First State to deliver technical support to its network of over 400 self-licensed financial advisers.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Stephen Jones to keynote Momentum Media’s Election 2025 event

| By Staff reporter |

News

Financial Services Minister, Stephen Jones, will keynote Momentum Media’s Election 2025 event.<

AUTHOR

Wealth Architects plans expansion post-insurance M&A deal

Brisbane/financial-advice/life-insurance/M&A/

| By Laura Dew |

Financial planning

Wealth Architects chief executive Callum Mitchener details the firm’s expansion plans, following a majority stake taken by insurance distribution group Envest.

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.

View articles by Laura

Laura 's social profiles:

Silver tsunami underscores need for multidisciplinary advice

iress/specialist/retirees/retirement-planning/

| By Jasmine Siljic |

Financial planning

With the demand for retirement advice set to skyrocket, a professor has highlighted the importance of advisers using a multidisciplinary approach when assisting retiree clients.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

FAAA expands advocacy team with senior hire

financial-advice/phil-anderson/advocacy/Parliament/

| By Laura Dew |

Financial planning

The Financial Advice Association Australia has appointed a senior manager for policy and advocacy, a newly created role for the body as it ramps up its advocacy efforts.

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.

View articles by Laura