The hottest topics for advisers in 2024

financial-advice/private-markets/

| By Rhea Nath |

As the year draws to a close, a new report has explored the key trends and areas of focus for financial advisers over the last 12 months.

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

How advisers can be compliant-ready in 2025

AFSL/compliance/Assured-Support/ASIC/licensees/

| By Jasmine Siljic |

Financial planning

Assured Support explores five tips to help financial advisers embed compliance into the heart of their business, with 2025 set to see further regulatory change.

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

Sipina sentenced for involvement in $180 million Courtenay House fraud

| By Staff reporter |

Financial planning

David Sipina has been sentenced to three years under an intensive correction order for his role in the u

AUTHOR

Generation Life's Hackett promoted to group CEO role

| By Laura Dew |
Funds management

Grant Hackett has been promoted from CEO of Generation Life to head up the wider Generation Development Group.

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:

E-mail Author

Twitter

Why a robust paper trail is crucial for compliance

ASIC/Hall-and-Wilcox/compliance/enforcement/breach-reporting/

| By Rhea Nath |
Financial planning

As AFSLs endeavour to meet their breach reporting obligations, a legal expert has emphasised why robust documentation will prove fruitful, particularly in the face of potential regulatory investigations.

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

Which Aussie suburbs exhibit greatest financial opportunity?

BetaShares/financial-advisers/regional/

| By Jasmine Siljic |
Financial planning

Betashares has named the top Australian suburbs with the highest spare cash flow, shining a light on where financial advisers could eye out potential clients.

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

Adviser solutions BDM among raft of new hires

Zenith-Investment-partners/Real-Asset-Management/SG-Hiscock/business-development-manager/recruitment/hires/

| By Jasmine Siljic |
People & Products

Zenith Investment Partners has welcomed a BDM focusing on adviser solutions in a series of appointments, while two asset managers have also confirmed new hires.

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

Superannuation rollover leads to FSCP written direction

FSCP/ASIC/compliance/financial-advice/

| By Laura Dew |
Financial planning

A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 for a client.

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:

E-mail Author

Twitter

What will EOY adviser numbers look like?

Wealth-Data/

| By Laura Dew |
Financial planning

Estimates for the calendar year 2024 put the advice industry on track for a loss in adviser numbers as exits offset gains from new entrants.

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:

E-mail Author

Twitter

5 ways advice changed in 2024

Adviser-Ratings/financial-advice/adviser-numbers/

| By Jasmine Siljic |
Financial planning

Adviser Ratings shares five ways that financial advice changed in 2024 with an optimistic outlook for 2025, thanks to the Delivering Better Financial Outcomes legislation.

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

Pagination

First page

Previous page

…

Page 57

Page 58

Page 59

Page 60

Current page 61

Page 62

Page 63

Page 64

Page 65

…

Next page

Last page

back to top

Subscribe to

Never miss the latest news and developments in wealth management industry

SUBSCRIBE TO OUR NEWSLETTER

Strengthening defences: What’s next for private credit?
1 min read • Read now

Diversify to defend wealth amidst rising volatility
1 min read • Read now

Navigating the AT1 hybrids transition
1 min read • Read now

Small caps: An election trump card for 2025?
1 min read • Read now

View all

MARKET INSIGHTS

More Market Insights content

Podcast

Relative Return Insider: Crossing the federal election finish line

Listen now

Relative Return Insider: One last word – Jones on advice, reform, and what comes next

Listen now

More podcasts

Latest Comments
Most Read

So we are now underwriting criminal scams?...

UGC to blame for 'eyewatering' CSLR cost increase

3 months 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

3 months 1 week 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

5 months 1 week ago

ASIC suspends Melbourne advice firm’s AFSL

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 2 days ago

ASIC slaps infringement notices on 3 AFSLs

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

4 weeks ago

Former Victorian adviser sentenced after $4.4m theft

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks ago

The hottest topics for advisers in 2024

AUTHOR

Rhea Nath

Rhea 's social profiles:

How advisers can be compliant-ready in 2025

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Sipina sentenced for involvement in $180 million Courtenay House fraud

AUTHOR

Generation Life's Hackett promoted to group CEO role

AUTHOR

Laura Dew

Laura 's social profiles:

Why a robust paper trail is crucial for compliance

AUTHOR

Rhea Nath

Rhea 's social profiles:

Which Aussie suburbs exhibit greatest financial opportunity?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Adviser solutions BDM among raft of new hires

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Superannuation rollover leads to FSCP written direction

AUTHOR

Laura Dew

Laura 's social profiles:

What will EOY adviser numbers look like?

AUTHOR

Laura Dew

Laura 's social profiles:

5 ways advice changed in 2024

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Never miss the latest news and developments in wealth management industry

Strengthening defences: What’s next for private credit?

Diversify to defend wealth amidst rising volatility

Navigating the AT1 hybrids transition

Small caps: An election trump card for 2025?

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