AFSL deficiencies identified at Sanlam Private Wealth

ASIC/AFSL/breaches/

Sanlam Private Wealth has admitted to breaching its AFSL obligations in areas such as failing to have an adequate number of experienced responsible managers and provided a court enforceable undertaking to ASIC.

AUTHOR

Scale and consolidation to be at the ‘forefront’ in 2025

Ernst-&-Young/wealth-management/asset-management/M&A/scale/

Expanded product ranges fuelled by M&A will be critical for wealth and asset managers to compete in 2025, according to EY’s wealth and asset management leader Rita Da Silva.

AUTHOR

Dixon Advisory parent E&P delists from ASX

E&P-Financial-Group/Dixon-Advisory/

Having sought shareholder approval in November, E&P Financial Group has formally delisted from the ASX after six years.

AUTHOR

Being a supportive employer in 2025

recruitment/staff/employers/practice-management/

With more and more advisers setting up their own practices, recruitment firm people2people has shared how employers can successfully attract new hires and help their existing staff thrive in 2025.

AUTHOR

Cromwell commits to Australia with European divestment

Cromwell-property-group/Cromwell/M&A/Europe/commercial-property/real-estate/

Cromwell Property Group has completed the sale of its European business, enabling it to focus on the Australian and New Zealand market.

AUTHOR

How much did superannuation funds return in 2024?

SuperRatings/Kirby-Rappell/performance/

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positive” returns.

AUTHOR

The biggest moves in the ETF space in 2024

ETFs/

The last year has seen a number of appointments and exits in the ETF space, particularly with C-suite roles.

AUTHOR

The advice news that dominated headlines in 2024

financial-advice/financial-advisers/wealth-management/

As the year comes to an end, Money Management takes a look at the biggest announcements that shocked the financial advice industry in 2024.

AUTHOR

What people moves shaped funds management this year?

people-moves/funds-management/appointments/exit/hires/

The funds management space has seen a multitude of senior people moves throughout 2024, including several CEO appointments and exits.

AUTHOR

How many ETFs launched in 2024?

ETFs/exchange-traded-funds/

Money Management looks back at the significant ETF launches of the year, with new offerings from providers like BlackRock, Global X, Betashares and Macquarie, among others.

AUTHOR

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