Advisers seek personal touch from smaller licensees

Adviser-Ratings/AFSL/licensee/financial-advice/financial-advisers/

Large AFSLs with more than 100 advisers are seeing the largest losses in both adviser and AFSL numbers as individuals seek a smaller, personal vision in their work.

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Former AMP Capital deputy CEO returns to Oz

AMP-Capital/amp/ceo/appointments/Principles-for-Responsible-Investment/ESG/sustainability/

Former deputy CEO of AMP Capital, David Atkin, has announced he will be returning to Australia after stepping down as chief executive of the Principles for Responsible Investment organisation.

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Ensuring private market funds can meet client redemptions

private-markets/Australian-Ethical/revolution-asset-management/private-debt/morningstar/

Two private market managers have shared how they aim to ensure their funds can meet their liquidity terms, reassuring advisers who are cautious about redemptions.

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APAC investors seeking sustainability offerings from their advisers

financial-advice/financial-adviser/Morgan-Stanley/ESG/sustainability/

A global Morgan Stanley report has found 83 per cent of Asia-Pacific individual investors would select a financial adviser based on their sustainable investment offerings, and are most understanding of how ESG can boost returns.

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Record Vanguard ETF flows drive April inflows

VanEck/vanguard/ETFs/

Total ETF inflows grew by almost a third in April, according to VanEck, with four Vanguard funds seeing heavy inflows to mark the provider’s highest monthly ETF inflows.

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Insignia PE bidder pulls out of acquisition process

insignia/insignia-financial/private-equity/

Insignia Financial has announced the status of the two private equity bidders as due diligence comes to an end, with one bidder opting to pull out.

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Targeting the time-poor business owner market in advice

Business-Health/JBWere/small-business/financial-advice/

With less than one-third of Australian business owners seeing an adviser, Business Health has detailed how advice practices can successfully target this underserved client segment.

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Education and DBFO seen as priorities for Minister Mulino

Stephen-Jones/siaa/FSC/financial-advice/treasury/

The financial advice industry has reacted to the appointment of Dr Daniel Mulino as the new Minister for Financial Services, with hopes for improvements in legislation and education standards.

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Shaw and Partners expands Qld advice team

Shaw-and-Partners/hires/financial-advice/appointments/

The investment and wealth management firm has welcomed four new hires from Bell Potter Securities, strengthening its presence in the Queensland advice market.

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Intelliflo reveals data dashboards amid heightened M&A

intelliflo/M&A/mergers-and-acquisitions/

Financial advice technology provider intelliflo has launched three new dashboards to help advisers monitor and demonstrate their business performance as they consider inorganic growth.

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