‘No time like the present’ for WA firm’s national expansion

expansion/Perth/AZ-NGA/financial-advice/

| By Jasmine Siljic |

Perth-based financial advice firm The Wealth Designers is looking to ‘seize the opportunity’ of national expansion across Australia, as the firm looks to open new offices across the country in 2024.

Read more about:

expansion

Perth

AZ NGA

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.

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

How much did Melissa Caddick’s enforcement action cost the advice sector?

Melissa-Caddick/fraud/Ponzi-scheme/ASIC/enforcement/

| By Laura Dew |

Financial planning

The actions of Sydney fraudster Melissa Caddick have resulted in heavy costs for the financial advice subsector, as the FAAA calls for costs of the enforcement action against unlicensed operators to be borne by the whole financial services industry.

Read more about:

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:

Victorian advice firm rebrands with new operating model

AFSL/financial-advice/rebrand/Victoria/

| By Jasmine Siljic |

Financial planning

Dirigere Advisory, a Victorian boutique financial advice licensee, has relaunched with a new operating model that aims to better meet the needs of its advisers, including equity participation and improved pricing model.

Read more about:

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Sustainable funds in ANZ region buck first global outflows

ASIC/ESG/morningstar/sustainable-investing/

| By Laura Dew |

Funds management

Sustainable funds in Australia and New Zealand saw US$567 million in inflows in the last quarter, according to Morningstar, but political concerns in the US meant global funds recorded their first-ever quarterly outflows.

Read more about:

ASIC

ESG

morningstar

sustainable investing

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:

JPMAM signs MOU with NZ investment advisory firm

JPMAM/New-Zealand/investment-management/

| By Laura Dew |

Funds management

JP Morgan Asset Management has announced a strategic partnership with wealth investment firm Craigs Investment Partners.

Read more about:

JPMAM

New Zealand

investment management

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:

Netwealth sees boost as ‘elevated outflows’ moderate

netwealth/matt-heine/outflows/inflow/

| By Laura Dew |

Financial planning

Initiatives taken by Netwealth to stem outflows earlier in the year have helped the firm in the last quarter as December saw its highest inflows in 10 months.

Read more about:

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:

Is self-licensing right for your business?

AFSL/licensees/compliance/Wealth-Data/self-licensed/

| By Laura Dew |

Financial planning

There may be a trend for advisers opting to set up their own licence, but those contemplating the change have been warned it is not necessarily the right path for every adviser.

Read more about:

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:

Perpetual reflects on $4.3bn outflows in ‘difficult quarter’

Perpetual/JOHCM/Pendal-Group/asset-management/Rob-Adams/

| By Laura Dew |

Funds management

Perpetual saw $4.3 billion in outflows from its asset management division in the last quarter to 31 December, but market movement meant overall AUM increased.

Read more about:

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:

Future Fund chair appointed to replace Costello

Future-Fund/peter-costello/greg-combet/

| By Rhea Nath |

People & Products

The $211 billion Future Fund has appointed a new chair to replace Peter Costello, who will step down next month after 14 years.

Read more about:

Future Fund

peter costello

greg combet

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

View articles by Rhea

Rhea 's social profiles:

E-mail Author

Equity markets in for robust upswing: Tribeca

Tribeca-Investment-Partners/jun-bei-liu/australian-equities/

| By Rhea Nath |

Funds management

Tribeca portfolio manager, Jun Bei Liu, remains optimistic amid forecasts of a soft landing and has outlined three sectors to be potential winners in the year ahead.

Read more about:

Tribeca Investment Partners

jun bei liu

australian equities

AUTHOR

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

The succession planning dilemma for younger staff

1 day 17 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

Working collaboratively with law firms to settle family disputes

3 weeks 5 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

Fixing the PY pipeline: Addressing the challenge for licensees

1 month ago

‘No time like the present’ for WA firm’s national expansion

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

How much did Melissa Caddick’s enforcement action cost the advice sector?

AUTHOR

Laura Dew

Laura 's social profiles:

Victorian advice firm rebrands with new operating model

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Sustainable funds in ANZ region buck first global outflows

AUTHOR

Laura Dew

Laura 's social profiles:

JPMAM signs MOU with NZ investment advisory firm

AUTHOR

Laura Dew

Laura 's social profiles:

Netwealth sees boost as ‘elevated outflows’ moderate

AUTHOR

Laura Dew

Laura 's social profiles:

Is self-licensing right for your business?

AUTHOR

Laura Dew

Laura 's social profiles:

Perpetual reflects on $4.3bn outflows in ‘difficult quarter’

AUTHOR

Laura Dew

Laura 's social profiles:

Future Fund chair appointed to replace Costello

AUTHOR

Rhea Nath

Rhea 's social profiles:

Equity markets in for robust upswing: Tribeca

AUTHOR

Rhea Nath

Rhea 's social profiles:

Never miss the latest news and developments in wealth management industry

Trump, tariffs, and turmoil: Why investors are seeking alternatives

Bancara: The Future of Wealth, Built for Those Who Live Without Limits

The First 90 Days as a Sole Trader: Setting Up For Long-Term Success

Smart finance is the key to winning in the property investment surge

MARKET INSIGHTS

Podcast

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

STAY CONNECTED

USEFUL LINKS

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

LINKS

CATEGORIES

STAY CONNECTED