Culture is king: Retaining PY talent in advice

recruitment/professional-year/financial-advice/

| By Jasmine Siljic |

Retaining new entrants in the advice industry as they complete their Professional Year is a key focus for advice firms in 2024, with younger generations increasingly valuing workplace culture more than ever.

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recruitment

professional year

financial advice

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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Platinum to embark on urgent turnaround strategy

Platinum/CEOs/financial-results/

| By Laura Dew |

Funds management

Asset manager Platinum has announced to the ASX that a “turnaround is required and underway” as it battles with net outflows and declining revenue.

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Platinum

CEOs

financial results

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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IDR reports are in, but what’s next?

ASIC/internal-dispute-resolution/complaints/breaches/

| By Laura Dew |

Financial planning

All eyes are now on ASIC as licensees await how the regulator will use the internal dispute resolution regime data submitted as the deadline is reached.

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ASIC

internal dispute resolution

complaints

breaches

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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Money Management unveils inaugural Australian Wealth Management Summit

money-management/wealth-management/amp/T.-Rowe-Price/Future-Fund/American-century-investments/allianz-retire+/L1-Capital/

| By Malavika |

People & Products

Money Management is pleased to launch a groundbreaking new conference that will set the stage for transformative change in wealth management.

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American century investments

allianz retire+

L1 Capital

AUTHOR

Malavika Santhebennur

Malavika Santhebennur was a news and features financial services journalist at Money Management, part of Financial Express. She has previously written in various industrial publications at Cirrus Media, including mining, food, franchising, and health.

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WT Financial turns to organic growth following M3 acquisition

WT-Financial-Group/millennium3/WT-Financial/financial-results/insignia/Keith-Cullen/

| By Jasmine Siljic |

Financial planning

With three years of M&A activity under its belt, WT Financial reflects on its recent acquisition of Millennium3 from Insignia and says it is now well positioned to achieve organic growth.

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AUTHOR

Jasmine Siljic

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‘ASX Wolf’ finfluencer hit with bankruptcy orders

finfluencers/ASIC/federal-court/finfluencer/

| By Jasmine Siljic |

Financial planning

ASIC has successfully obtained orders to bankrupt finfluencer Tyson Scholz for his failure to pay Federal Court costs of more than $450,000.

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AUTHOR

Jasmine Siljic

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Global X

Global X is a leading ETF provider, offering a wide range of thematic, commodities, income, core, and digital asset solutions.

US Treasuries: Blood on the Streets

No-Ads/Premium-Content/

| By partnerarticle |

Knowledge Centre

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No Ads

Premium Content

AUTHOR

Partner Article

Our partner businesses are invited to pen articles that offer unique insight from within the industry for the benefit of our readers. If you read something you would like to learn more about you can contact our partners direct or we are happy to put you in touch.

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