Advisers ‘in the box seat’ of upcoming wealth transfer: Fidelity

fidelity/wealth-transfer/intergenerational-wealth/MYMAVINS/

| By Rhea Nath |

Seeking to help their loved ones achieve greater financial security through an inheritance, Australians are increasingly looking to advisers for estate planning and engaging the next generation, according to research.

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fidelity

wealth transfer

intergenerational wealth

MYMAVINS

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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HUB24 unveils solution to target lower balance clients

HUB24/platforms/Andrew-Alcock/

| By Laura Dew |

Financial planning

HUB24 has unveiled a new solution, which will be available from November, to allow the platform to meet the needs of its lower balance advised clients.

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HUB24

platforms

Andrew Alcock

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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AZ NGA CEO on the ripe M&A landscape for financial advice

AZ-NGA/merger/M&A/paraplanning/

| By Jasmine Siljic |

Financial planning

Speaking to Money Management, AZ Next Generation Advisory’s chief executive Paul Barrett has outlined the firm’s plans to quadruple its size to become Australia’s leading professional services company, having already completed 14 M&A transactions this year.

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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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Taking the reins: The burgeoning trend of micro-AFSLs

self-licensed/licensees/Principals’-Community/insignia/WT-Financial-Group/amp/Wealth-Data/

| By Rhea Nath |

Features

The number of profitable practices channelling their time, capital and resources into self-licensed ventures is on the rise, a trend which larger licensees are observing closely.

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self-licensed

licensees

Principals’ Community

AUTHOR

Rhea Nath

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Diverger shareholder rejects ‘farcical’ Count deal

Diverger-Limited/Countplus/merger/

| By Laura Dew |

Financial planning

Diverger shareholder DMX Asset Management has described its proposed merger with Count as a “farcical” transaction, saying the offer price does not reflect the fair value of Diverger.

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Diverger Limited

Countplus

merger

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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Which advice issues are coming under ASIC’s scrutiny?

ASIC/Joe-Longo/

| By Laura Dew |

Financial planning

ASIC’s annual report has detailed its enforcement progress achieved during FY2022-23 and where it is focusing its financial advice work going forward.

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ASIC

Joe Longo

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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Advisers face difficult conversations around super fund switching

HUB24/netwealth/CFS/APRA/your-future-your-super/

| By Rhea Nath |

Financial planning

The extension of the APRA performance test to trustee-directed products could lead to difficult conversations for advisers if tax events mean their clients are unable to switch funds, according to a panel.

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your future your super

AUTHOR

Rhea Nath

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Advice industry seeing ‘more tailwinds than headwinds’

mergers-and-acquisitions/M&A/financial-advice/

| By Laura Dew |

Financial planning

For the first time in years, the financial advice market is seeing tailwinds rather than headwinds, according to Forte Asset Solutions director Stephen Prendeville.

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mergers and acquisitions

M&A

financial advice

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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Former RBA governor foresees accountability problem ahead for Bullock

RBA/monetary-policy/Jim-Chalmers/

| By Rhea Nath |

Funds management

Former RBA governor Ian Macfarlane has warned Michele Bullock’s job will be much harder than any of her predecessors if the RBA Review is implemented, deeming the proposed model a “very bad plan”.

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RBA

monetary policy

Jim Chalmers

AUTHOR

Rhea Nath

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What does APRA's Lonsdale think about banks re-entering wealth?

APRA/john-lonsdale/Retirement-Income-Covenant/retirement/

| By Laura Dew |

Funds management

APRA chair John Lonsdale believes it is a “strategic priority” that there is an appropriate suite of products for people approaching retirement, which could include from banks.

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APRA

john lonsdale

Retirement Income Covenant

retirement

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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Advisers ‘in the box seat’ of upcoming wealth transfer: Fidelity

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Rhea Nath

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HUB24 unveils solution to target lower balance clients

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AZ NGA CEO on the ripe M&A landscape for financial advice

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Taking the reins: The burgeoning trend of micro-AFSLs

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Rhea Nath

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Diverger shareholder rejects ‘farcical’ Count deal

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Which advice issues are coming under ASIC’s scrutiny?

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Advisers face difficult conversations around super fund switching

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Advice industry seeing ‘more tailwinds than headwinds’

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Former RBA governor foresees accountability problem ahead for Bullock

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What does APRA's Lonsdale think about banks re-entering wealth?

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