Successful practices will be increasing capacity in 2023: VBP

Virtual-Business-Partners/financial-advisers/qoa-review/

| By Rhea Nath |

With Australians warming up to the idea of advice since the QOA Review, firms are already seeing ‘overwhelming’ client volumes and need to be prepared to meet that demand.

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

AAT refuses adviser’s stay application on ASIC ban

ASIC/Superannuation/

| By Rhea Nath |

Financial planning

Financial adviser Jeneve Matai’s ban for providing a ‘layered advice’ strategy would remain after his appeal to the Administrative Appeals Tribunal was refused.

AUTHOR

Rhea Nath

View articles by Rhea

Rhea 's social profiles:

E-mail Author

ALT Financial Group fined $123,000 for annual report failures

| By Laura Dew |

Funds management

The holding company of an alternative asset manager has been fined $123,000 for failing to lodge annual financial report, the largest fine handed down from these 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.

View articles by Laura

Laura 's social profiles:

Vanguard receives warning from NZ regulator for disclosure failure

vanguard/New-Zealand/fma/warning/ASIC/greenwashing/

| By Laura Dew |

Funds management

The global asset manager has received a formal warning from the New Zealand financial regulator after failing to disclose earlier ASIC infringement notices as required under a Trans-Tasman agreement.

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:

CPI inflation falls for second consecutive month

inflation/Reserve-Bank-of-Australia/RBA/

| By Charbel Kadib |

Funds management

The latest monthly CPI reading has shown annualised inflation fell for the second consecutive month in February.

AUTHOR

Charbel Kadib

Charbel is an experienced financial services journalist, previously serving as news editor of The Adviser and Mortgage Business. Prior to joining Money Management, he also covered defence and national security developments as news editor of Defence Connect, Cyber Security Connect, and Space Connect. Charbel graduated from the University of Notre Dame with a double major in politics and journalism.

View articles by Charbel

Charbel 's social profiles:

Australia urged to improve fund transparency

ESG/Zenith/transparency/

| By Laura Dew |

Funds management

Australia has been described as one of the worst countries in the world for transparency of portfolio holdings as clients and the regulator seek more information on sustainability credentials.

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:

Trusted client relationships target for hackers in advice firms

cybercrime/cybersecurity/IMAP/

| By Jasmine Siljic |

Financial planning

According to this cyber security professional, the trusted relationships between advisers and their clients are the target for infiltration by hackers and firms need to ensure client information is safeguarded.

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

‘Don’t overlook the steps’ in becoming an adviser

financial-advice/exam/professional-year/FPA/

| By Jasmine Siljic |

Financial planning

With more Professional Year candidates passing their financial adviser exam this week, an associate adviser has shared why graduates shouldn’t rush to become advisers and ignore the experience gained in junior roles.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Advice firm buyers facing financing difficulties

Radar-Results/M&A/financial-advice/HLB-Mann-Judd/

| By Laura Dew |

Financial planning

The rise in interest rates is having a knock-on effect on financial advice M&A activity as buyers are finding themselves approved for financing that is up to 30% lower than last year.

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:

Managed accounts FUM reach record $144.5bn

IMAP/toby-potter/managed-accounts/separately-managed-accounts/

| By Rhea Nath |

Financial planning

IMAP’s Census of Managed Account FUM has reported over $10 billion of inflows in the last six months of 2022, recording a 9.8% rise in funds under management from the previous year.

AUTHOR

MARKET INSIGHTS

So we are now underwriting criminal scams?...

UGC to blame for 'eyewatering' CSLR cost increase

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

Stephen Jones to retire

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

Adviser sees registration suspended over ROA usage

7 months ago

Successful practices will be increasing capacity in 2023: VBP

AUTHOR

Rhea Nath

Rhea 's social profiles:

AAT refuses adviser’s stay application on ASIC ban

AUTHOR

Rhea Nath

Rhea 's social profiles:

ALT Financial Group fined $123,000 for annual report failures

AUTHOR

Laura Dew

Laura 's social profiles:

Vanguard receives warning from NZ regulator for disclosure failure

AUTHOR

Laura Dew

Laura 's social profiles:

CPI inflation falls for second consecutive month

AUTHOR

Charbel Kadib

Charbel 's social profiles:

Australia urged to improve fund transparency

AUTHOR

Laura Dew

Laura 's social profiles:

Trusted client relationships target for hackers in advice firms

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

‘Don’t overlook the steps’ in becoming an adviser

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Advice firm buyers facing financing difficulties

AUTHOR

Laura Dew

Laura 's social profiles:

Managed accounts FUM reach record $144.5bn

AUTHOR

Rhea Nath

Rhea 's social profiles:

Never miss the latest news and developments in wealth management industry

Tariffs Across Eras: Why 2025 Is Not 1930

Zagga Retains 4-Star ‘Superior’ Rating by SQM Research for Fifth Consecutive Year

A Smarter Way to Invest in Property: WINIM Launches Australian Ready-to-Ready First Fund

From Investment Banking to Boutique Fund Management: How Rixon Capital’s Founder is Redefining Private Credit

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