Advisers urged to expedite retirement income discussions

allianz-retire+/retirement-income/financial-advisers/retirement-planning/

| By Jasmine Siljic |

Financial advisers are being encouraged to bring forward their retirement income planning conversations with clients, with an ideal “runway” of at least 10 years prior to retirement.

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allianz retire+

retirement income

financial advisers

retirement planning

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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AMP FY24 NPAT declines with advice sale

amp/financial-advice/Alexis-George/

| By Laura Dew |

Financial planning

Having sold off its advice division for a loss, AMP has reported a 43 per cent reduction in statutory net profit after tax in FY24, with the business now focusing on becoming a retirement specialist.

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amp

financial advice

Alexis George

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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Advice profession enjoys 5 weeks of consecutive growth

Wealth-Data/new-entrants/adviser-numbers/

| By Jasmine Siljic |

Financial planning

Financial adviser numbers are up by more than 200 for the financial year, according to Wealth Data, driven by five weeks of back-to-back growth.

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Wealth Data

new entrants

adviser numbers

AUTHOR

Jasmine Siljic

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‘Rising tide lifts all boats’ for platforms amid advice boom

platforms/infocus/amp/HUB24/Recep-Peker/

| By Laura Dew |

Financial planning

Rather than competing on fees, platforms are aiming to stand out by helping advisers achieve scale and efficiency in their practices, offering an even greater range of services to clients.

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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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Refining tech crucial for advice M&A prep

intelliflo/advice-technology/technology/M&A/

| By Jasmine Siljic |

Financial planning

As financial advice continues to be a major target for M&A, intelliflo has encouraged practices to improve their processes and data management before prospective buyers come knocking.

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AUTHOR

Jasmine Siljic

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Clime IM appoints 2 to business

Clime-Investment-Management/Clime/hires/appointments/

| By Laura Dew |

Funds management

Clime Investment Management has appointed two to its operations team, focusing on managed funds, as it continues its cost-cutting process.

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Clime Investment Management

Clime

hires

appointments

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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Managed account consultants seen as valuable asset for advisers

managed-accounts/asset-consultants/IMAP/generation-development-group/research-houses/lonsec/

| By Laura Dew |

Funds management

The acquisition of Evidentia Group by GDG shows how valuable the role and personal relationship with a managed account consultant has become to the financial advice industry, says IMAP’s Toby Potter.

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managed accounts

asset consultants

IMAP

generation development group

research houses

lonsec

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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Janus Henderson strengthens Aussie ETF suite

Janus-Henderson/fund-launch/ETF/fund-management/

| By Jasmine Siljic |

Funds management

The global asset manager’s latest ETF has launched in response to rising adviser and investor demand for actively managed fixed income products.

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AUTHOR

Jasmine Siljic

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Relative Return Unplugged: The growing consensus for a February rate cut

Podcast/Relative-Return/

| By Robyn Tongol |

Editorial

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special gu

AUTHOR

Former Sydney adviser sentenced for dishonest conduct

ASIC/court/financial-adviser/

| By Laura Dew |

Financial planning

Former Sydney financial adviser, David Valvo, has been sentenced in court after pleading guilty to dishonest conduct.

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ASIC

court

financial adviser

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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Advisers urged to expedite retirement income discussions

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

AMP FY24 NPAT declines with advice sale

AUTHOR

Laura Dew

Laura 's social profiles:

Advice profession enjoys 5 weeks of consecutive growth

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

‘Rising tide lifts all boats’ for platforms amid advice boom

AUTHOR

Laura Dew

Laura 's social profiles:

Refining tech crucial for advice M&A prep

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Clime IM appoints 2 to business

AUTHOR

Laura Dew

Laura 's social profiles:

Managed account consultants seen as valuable asset for advisers

AUTHOR

Laura Dew

Laura 's social profiles:

Janus Henderson strengthens Aussie ETF suite

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Relative Return Unplugged: The growing consensus for a February rate cut

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Former Sydney adviser sentenced for dishonest conduct

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