Rising retiree debt underscores the need for financial advice

retirement/household-debt/amp/mortgage/

| By Jasmine Siljic |

One in nine Australians aged over 50 expect to have $250,000 in unpaid debt in retirement – debt worries are leading to concerns about their ability to achieve their desired retirement lifestyle.

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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Digital remains pivotal to funds’ advice offering

digital-advice/GBST/quality-of-advice-review/fintech/

| By Jasmine Siljic |

Financial planning

Digitised financial advice solutions will continue enabling the mass-scale provision of advice from supe

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digital advice

GBST

quality of advice review

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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Wholesale investor eligibility spikes by 700%

AFCA/complaints/wholesale-investing/managed-investment-scheme/

| By Laura Dew |
Financial planning

The number of people eligible for the wholesale investor test has risen by more than 700 per cent since its introduction, and advisers need to ensure they are making their clients aware of the risks in losing consumer protections.

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AFCA

complaints

wholesale investing

managed investment scheme

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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Twitter

JPMAM ‘democratises’ alternatives with platform partnership

JPMAM/fintech/JP-Morgan/

| By Jasmine Siljic |
Funds management

JPMAM has partnered with financial technology platform iCapital to give Australian wholesale investors access to its alternative investments suite, while also launching two active ETFs.

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JPMAM

fintech

JP Morgan

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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Centrepoint Alliance expands board with two appointments

centrepoint-alliance/Simon-Swanson/boards/

| By Laura Dew |
People & Products

Centrepoint Alliance has appointed two non-executive directors, including one from COG Financial Services which took a 20 per cent stake in the business last month.

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centrepoint alliance

Simon Swanson

boards

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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Twitter

The advice licensees seeing strong share price growth

insignia-financial/amp/share-price/ASX-200/licensees/Diverger/Wealth-Data/centrepoint-alliance/

| By Laura Dew |
Financial planning

Two advice licensees have lost more than 26 per cent in their share price since the start of 2023, while another has seen gains of 35 per cent.

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insignia financial

amp

share price

ASX 200

licensees

Diverger

Wealth Data

centrepoint alliance

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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Challenger

Challenger is an investment management company with a vision to provide customers with financial security for a better retirement.

Why 2024 is the year of digital advice traction

advice-technology/fintech/digital-advice/CFS/

| By Industry |
Expert Analysis

The promise of digital advice tools to address the supply/demand inequity is no longer a dream but a very present reality, writes Shaun Green.

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advice technology

fintech

digital advice

CFS

AUTHOR

Super performance sees recovery ahead of Christmas

SuperRatings/Kirby-Rappell/performance/

| By Jasmine Siljic |
Superannuation

Superannuation funds have bounced back after three months of losses, with November seeing strong returns into the holiday period.

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SuperRatings

Kirby Rappell

performance

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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Licensees deride ‘crazy talk’ in qualified adviser name

quality-of-advice-review/lifespan/amp/Sarah-Abood/statement-of-advice/Stephen-Jones/

| By Jasmine Siljic |
Financial planning

Two of Australia’s largest licensees believe the removal of the safe harbour steps will have the greatest impact on advisers, but believe a new name is needed for the proposed “qualified advisers”.

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quality of advice review

lifespan

amp

Sarah Abood

statement of advice

Stephen Jones

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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Rising retiree debt underscores the need for financial advice

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Digital remains pivotal to funds’ advice offering

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Wholesale investor eligibility spikes by 700%

AUTHOR

Laura Dew

Laura 's social profiles:

JPMAM ‘democratises’ alternatives with platform partnership

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Centrepoint Alliance expands board with two appointments

AUTHOR

Laura Dew

Laura 's social profiles:

The advice licensees seeing strong share price growth

AUTHOR

Laura Dew

Laura 's social profiles:

Why 2024 is the year of digital advice traction

AUTHOR

Super performance sees recovery ahead of Christmas

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Licensees deride ‘crazy talk’ in qualified adviser name

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Never miss the latest news and developments in wealth management industry

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From Investment Banking to Boutique Fund Management: How Rixon Capital’s Founder is Redefining Private Credit

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