How much would unadvised Aussies pay for advice?

investment-trends/advice-fees/

| By Jasmine Siljic |

Investment Trends has uncovered the amount of money unadvised Australians are prepared to pay for financial advice, with 1.3 million individuals planning to see an adviser in the next two years.

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investment trends

advice fees

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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Cash is king for practice buyers

cash/selling/financial-advice/Radar-Results/

| By Laura Dew |

Financial planning

Almost half of financial services businesses are being sold for cash with sales of up to $8 million, significantly reducing the time taken for parties to transact.

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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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Platinum reports largest net outflows for six months

Platinum/Andrew-Clifford/FUM/fund-flows/

| By Laura Dew |

Funds management

Hot on the heels of announcing its turnaround strategy, Platinum Asset Management has shared its latest fund under management figures, reporting its largest outflows for six months.

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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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Women in Finance Podcast: Building a brand that lasts

Podcast/Relative-Return/

| By Robyn Tongol |

There are so many amazingly successful women in the finance industry, but only a small number have a strong bran

AUTHOR

Calastone appoints former Bravura CEO for tech role

Calastone/fund-management/technology/

| By Laura Dew |

People & Products

Former Bravura chief executive, Nicholas Parsons, has taken up a new role at funds network Calastone as it looks to bring a digital investment strategy to market.

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Calastone

fund management

technology

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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How advice firms can better support female advisers

financial-advice/female-advisers/gender-equality/gender-diversity/

| By Laura Dew |

Financial planning

An award-winning female adviser has shared how advice firms can better support their female staff and make the workplace a more accommodating environment, as only a small percentage of financial advisers are female.

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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 suffers ‘rare’ weekly adviser loss

Wealth-Data/Colin-Williams/Sequoia/AMP-Group/WT-Financial-Group/Countplus/insignia-financial/

| By Jasmine Siljic |

Financial planning

Sequoia has seen a net loss of seven advisers this week, with Wealth Data founder Colin Williams describing it as a “rare” occurrence given the group’s strong growth in 2023.

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AUTHOR

Jasmine Siljic

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Relative Return: How can financial services attract more women?

Podcast/Relative-Return/4d-infrastructure/infrastructure/

| By Laura Dew |

Editorial

In this episode, Maja Garaca Djurdjevic speaks with Sarah Shaw, chief executive and chief investment officer at 4D Infrastructure, about how she set up her own asset management business and how the sector can work to attract more women.

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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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GQG Partners sees strong February inflows

GQG-Partners/FUM/Funds-management/Pacific-Current-Group/

| By Jasmine Siljic |

Funds management

The boutique asset manager saw US$3 billion in net inflows in February, almost double the volume seen in the preceding month as FUM rose to $137.5 billion.

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GQG Partners

FUM

Funds management

Pacific Current Group

AUTHOR

Jasmine Siljic

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ASIC seeks advisers’ feedback on digital systems

ASIC/survey/AFSL/

| By Laura Dew |

Financial planning

ASIC is seeking to hear the views of users in order to improve the design of its digital services and will be conducting interviews this month.

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ASIC

survey

AFSL

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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How much would unadvised Aussies pay for advice?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Cash is king for practice buyers

AUTHOR

Laura Dew

Laura 's social profiles:

Platinum reports largest net outflows for six months

AUTHOR

Laura Dew

Laura 's social profiles:

Women in Finance Podcast: Building a brand that lasts

AUTHOR

Calastone appoints former Bravura CEO for tech role

AUTHOR

Laura Dew

Laura 's social profiles:

How advice firms can better support female advisers

AUTHOR

Laura Dew

Laura 's social profiles:

Sequoia suffers ‘rare’ weekly adviser loss

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Relative Return: How can financial services attract more women?

AUTHOR

Laura Dew

Laura 's social profiles:

GQG Partners sees strong February inflows

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

ASIC seeks advisers’ feedback on digital systems

AUTHOR

Laura Dew

Laura 's social profiles:

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