5 ways advice changed in 2024

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

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.

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Tribeca makes intermediary distribution hire from Australian Ethical

Tribeca/distribution/appointments/

Tribeca Investment Partners has made a distribution hire from Australian Ethical in a newly created role focused on the national intermediary market.

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Real estate reigns supreme among wealth inheritors

fidelity/financial-advice/estate-planning/inheritance/

Fidelity finds next-gen investors are increasingly open to seeking financial advice to plan for an impending wealth transfer, as they mull over future investments in real estate, super, shares, and ETFs upon receiving an inheritance.

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Invest Blue picks up estate planning firm

Invest-Blue/estate-planning/financial-advice/M&A/

National advice firm Invest Blue has announced several acquisitions, including the purchase of an estate planning and wealth protection business Lambert Group.

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CFS expands investment range on FirstChoice, Edge

colonial-first-state/CFS/managed-accounts/SMAs/

Colonial First State has announced a suite of dynamic investment solutions on the FirstChoice and Edge platforms to help investors navigate inflation and market volatility concerns.

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Relative Return Unplugged: EXCLUSIVE – The Coalition’s vision for financial advice with shadow minister Luke Howarth

Podcast/Relative-Return/

Join us for a special episode of Relative Return Unplugged as hosts Maja Garaca Djurdjevic and Keith Ford are jo

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Looking beyond ‘plugging the gaps’ with M&A

M&A/mergers-and-acquisitions/consolidation/wealth-management/

Asset managers may be urged to diversify their product ranges, but investment executives have warned any M&A deal should avoid simply filling gaps and instead consider long-term value creation.

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Where are advice firms finding new hires?

recruitment/salary/hiring/appointments/financial-advice/

With advice firms thinking about scaling up in 2025, research has detailed the main avenues financial advisers say they have used for successful recruitment.

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Managers ‘super bullish’ ahead of 2025

Bank-of-America/equities/cash/US-equities/Donald-Trump/

Fund managers are entering 2025 with the most bullish sentiment since August 2021 and record high allocations to US equities, thanks to the incoming Trump administration.

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Iress bids farewell to wealth CTO

iress/technology/wealth-management/

After seven years at the company, Iress’ chief technology officer for wealth management APAC, Anthony Gerrits, has departed as the firm commences a search process to fill the role.

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