Aussies eager for legislative reform to boost advice access

CFS/colonial-first-state/financial-advice/accessibility-of-advice/

| By Jasmine Siljic |

Two-thirds of Australians would like to see legislative change to enhance the accessibility of financial advice, according to CFS, with those aged 40–49 being the most eager for improvements.

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CFS

colonial first state

financial advice

accessibility of advice

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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Ironbark bolsters wealth business with family office acquisition

ironbark/family-offices/M&A/wealth-management/

| By Jasmine Siljic |

Financial planning

Ironbark Investment Partners has acquired a Sydney-based family office business as it looks to double down on the delivery of high-net-worth advice.

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AUTHOR

Jasmine Siljic

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VA Platinum

VA Platinum exists to help Australian business owners reach their full potential – in business and in life.

LGT Crestone completes transition of CBA’s advice arm

lgt-crestone/CBA/commonwealth-bank/financial-advice/M&A/

| By Jasmine Siljic |

Financial planning

Wealth manager LGT Crestone has successfully completed its acquisition of Commonwealth Bank’s high-net-worth financial advisory business, bringing across some $5 billion in assets under advice.

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Jasmine Siljic

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Managed fund REs rapped by ASIC over compliance failures

ASIC/compliance/managed-funds/breaches/Alan-Kirkland/

| By Maja Garaca Djurdjevic |

Funds management

The corporate regulator has uncovered widespread failings in the compliance frameworks of responsible entities overseeing nearly $1 trillion in managed funds, warning that serious governance gaps could leave retail investors exposed.

AUTHOR

Relative Return: The secret sauce of outsourcing

Podcast/Relative-Return/

| By Laura Dew |

Editorial

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Podcast

Relative Return

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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Aussie advice firms' strength in onboarding new clients

Dimensional/financial-advice/advice-practice/practice-management/

| By Laura Dew |

Financial planning

High-performing advice firms in Australia have a strong client conversion rate, according to Dimensional, and work quicker than global peers to onboard them and begin generating revenue.

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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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Assurance needed of regulatory confidence in CARs

FSC/legislation/ASIC/AFCA/statement-of-advice/

| By Laura Dew |

Financial planning

Attempts to simplify advice documentation are unlikely to succeed unless advisers are confident they can produce shorter documents without fear of regulatory penalisation, believes the Financial Services Council.

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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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Removing ‘policy brick wall’ critical to raising adviser numbers

adviser-numbers/new-entrants/financial-advice/regulation/

| By Jasmine Siljic |

Financial planning

Self-licensing specialist My Dealer Services has argued the only way to improve numbers in the financial advice sector is to further slash red tape, which is preventing a greater flow of new entrants.

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Jasmine Siljic

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Which technical issues are front of mind for advisers?

BT/Bryan-Ashenden/financial-advice/quality-of-advice-review/aged-care/

| By Jasmine Siljic |

Financial planning

BT’s technical team has unveiled the top five topics shaping financial adviser conversations for the March quarter, ranging from regulatory changes to taxation issues.

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Bryan Ashenden

financial advice

quality of advice review

aged care

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Aussies eager for legislative reform to boost advice access

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Ironbark bolsters wealth business with family office acquisition

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

LGT Crestone completes transition of CBA’s advice arm

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Managed fund REs rapped by ASIC over compliance failures

AUTHOR

Relative Return: The secret sauce of outsourcing

AUTHOR

Laura Dew

Laura 's social profiles:

Aussie advice firms' strength in onboarding new clients

AUTHOR

Laura Dew

Laura 's social profiles:

Assurance needed of regulatory confidence in CARs

AUTHOR

Laura Dew

Laura 's social profiles:

Removing ‘policy brick wall’ critical to raising adviser numbers

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Which technical issues are front of mind for advisers?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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