Demand for associate advisers rise but grads left behind

graduate/new-entrants/provisional-advisers/recruitment/

| By Rhea Nath |

A recruiter’s overview of adviser demand for Q3 2023 indicates limited roles for graduates with the industry pivoting more to re-adopt the associate adviser role.

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graduate

new entrants

provisional advisers

recruitment

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.

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Expect fewer RBA rate decisions from 2024

RBA/Philip-Lowe/monetary-policy/

| By Laura Dew |

Funds management

The number of rate decisions per year will reduce in 2024 under sweeping reforms following an independent review of the Reserve Bank of Australia.

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RBA

Philip Lowe

monetary policy

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 expands with $3.1m acquisition

Sequoia-financial-group/Garry-Crole/M&A/

| By Laura Dew |

Financial planning

Sequoia has agreed to acquire two advice firms for $3.15 million, expected to complete by the end of this month.

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Sequoia financial group

Garry Crole

M&A

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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The super merger buzz in 1H23

Superannuation/M&A/super-funds/Australian-retirement-trust/Mergers/

| By Rhea Nath |

Superannuation

With mergers and consolidation activity at a record high for Australia’s superannuation industry, Money Management rounds up the merger talk in the first half of 2023.

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Superannuation

M&A

super funds

Australian retirement trust

Mergers

AUTHOR

Rhea Nath

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5 takeaways from a year of adviser movements

Wealth-Data/adviser-exits/Colin-Williams/new-entrants/

| By Laura Dew |

Financial planning

Money Management has collated five key takeaways from the Wealth Data weekly adviser movements over the last 12 months including the biggest month for departures and stats on new entrants.

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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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Asset manager M&A on the rise: PwC

PwC/asset-managers/M&A/Mergers/

| By Rhea Nath |

Funds management

Driven by the desire to access new segments, build market share, and diversify product offerings, there is a resurgence in M&A and partnerships among asset managers, according to a global survey.

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AUTHOR

Rhea Nath

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Financial advice noted as ‘ripest fruit’ for regulatory reform

ALRC/corporations-act/legislation/law/

| By Laura Dew |

Policy & Regulation

The regulation of financial advice is one of the highest priorities for the Australian Law Reform Commission as it looks to revamp financial services legislation.

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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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Ox Capital Management

Ox Capital Management (OxCap) is an Australian-based boutique investment manager specialising in emerging market equities.

AMP MyNorth

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First Sentier Investors

We believe that long-term investment success is achieved by bringing together independent teams of active, specialist investors who share a common commitment to act as responsible stewards of our clients’ assets.

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Demand for associate advisers rise but grads left behind

AUTHOR

Rhea Nath

Rhea 's social profiles:

Expect fewer RBA rate decisions from 2024

AUTHOR

Laura Dew

Laura 's social profiles:

Sequoia expands with $3.1m acquisition

AUTHOR

Laura Dew

Laura 's social profiles:

The super merger buzz in 1H23

AUTHOR

Rhea Nath

Rhea 's social profiles:

5 takeaways from a year of adviser movements

AUTHOR

Laura Dew

Laura 's social profiles:

Asset manager M&A on the rise: PwC

AUTHOR

Rhea Nath

Rhea 's social profiles:

Financial advice noted as ‘ripest fruit’ for regulatory reform

AUTHOR

Laura Dew

Laura 's social profiles:

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