Market volatility to carve out winners and losers: Zenith

Zenith/Zenith-Investment-partners/managed-accounts/model-portfolios/

| By Jasmine Siljic |

Zenith Investment Partners’ Steven Tang has identified which asset classes will provide opportunities for active stock selection as recession fears and share market volatility grow.

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Zenith

Zenith Investment partners

managed accounts

model portfolios

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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A year of M&A for licensees

M&A/mergers-and-acquisitions/financial-advice/licensees/count-group/Diverger/AZ-NGA/Sequoia/WT-Financial-Group/WT-Financial/

| By Laura Dew |

Features

2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for financial advisers.

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M&A

mergers and acquisitions

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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Munro Partners sees its patience rewarded in performance

munro/munro-partners/Munro-Global-Growth-fund/

| By Laura Dew |

Funds management

Delayed gratification from companies which had produced strong results in October provided sharp share price rises for the Munro Global Growth Fund last month.

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munro

munro partners

Munro Global Growth fund

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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TAL reflects on the success of its PY programs

TAL/professional-year/new-entrants/

| By Jasmine Siljic |

Financial planning

TAL’s three Professional Year initiatives successfully encouraged new entrants into the financial advice industry throughout 2023, including 16 candidates completing their PY through its PY Manager program.

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TAL

professional year

new entrants

AUTHOR

Jasmine Siljic

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How many advisers were successful in the November exam?

adviser-exam/exam/ASIC/

| By Jasmine Siljic |

Financial planning

ASIC has announced the results from the 23rd Financial Advisers Exam cycle held in November, following August’s highest pass mark of the year.

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adviser exam

exam

ASIC

AUTHOR

Jasmine Siljic

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Adviser numbers show stability as AMP tops charts

Wealth-Data/amp/insignia-financial/insignia/licensees/adviser-numbers/

| By Jasmine Siljic |

Financial planning

The number of financial advisers has stabilised above the 15,600 mark as 2023 comes to an end, while Wealth Data confirms AMP now leads as the largest licensee.

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Jasmine Siljic

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Federal Court appoints receivers to uncover $1bn from global advisory group

ASIC/federal-court/

| By Jasmine Siljic |

Financial planning

The Federal Court has appointed two corporate receivers of Brite Advisors to investigate the $1 billion client pension funds under its management since its assets were frozen.

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ASIC

federal court

AUTHOR

Jasmine Siljic

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FAAA concerned about lack of fee consent standardisation

Sarah-Abood/financial-advice/

| By Jasmine Siljic |

Financial planning

The FAAA is pushing for a mandated standardised fee consent form to minimise red tape and reduce the cost of financial advice in response to the government’s first QAR tranche.