Viridian Advisory encourages school leavers to consider advice

financial-advice/viridian/professional-year/new-entrants/striver/

National advice firm Viridian Advisory is encouraging school leavers to consider financial advice as a future career choice, having taken almost 20 individuals through its professional year program.

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Viola Private Wealth signs NRL’s Cooper Cronk

financial-advice/high-net-worth/

NRL legend and four-time premiership winner, Cooper Cronk, has signed on at Viola Private Wealth as a brand ambassador as the firm targets individuals with niche careers who require bespoke advice.

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First Sentier signs mandate with Northern Trust

Northern-Trust/First-Sentier-Investors/funds-management/

First Sentier Investors has inked a new mandate with fund administration service Northern Trust, extending a 19-year relationship into the Australian market.

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FSCP delivers written reprimand to adviser

FSCP/financial-advice/enforcement/

The Financial Services and Credit Panel has delivered a written reprimand to an adviser that it said failed to ensure their client understood their CGT liability.

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Relative Return Unplugged: Balancing economic and national security priorities

Podcast/Relative-Return/

In this special episode of Relative Return Unplugged, we are sharing a discussion between Momentum Media’s Steve

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Scientific Beta hires investment solutions lead

scientific-beta/Dimensional-Fund-Advisors/investment-research/

Experienced quantitative researcher Warwick Schneller has taken up a new role, joining Scientific Beta as head of investment solutions, Australia and New Zealand.

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Advisers sitting on sidelines despite 2024 exam passes

Wealth-Data/financial-advice/ASIC/adviser-exam/exam/

The proportion of candidates passing the advice exam in 2024 has risen by more than a third, but a notable gap exists between those who have qualified and those who are actively practicing, according to Wealth Data.

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Client referrals key to optimising advice practice growth

Dimensional/Dimensional-Fund-Advisers/M&A/client-engagement/financial-advice/

Financial advisers who optimise client referrals to achieve organic growth will be best placed for success in 2025, according to Dimensional, and could attract attention from overseas acquirers.

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Completed Maple-Brown Abbott deal sees Antipodes cross $20bn

Pinnacle-Investment-Management/antipodes/maple-brown-abbott/

Antipodes has successfully completed the acquisition of Maple-Brown Abbott first announced in July, with the group now managing over $20 billion in AUM.

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AMP MyNorth sustainable portfolios see enhancements

amp/MyNorth/platform/sustainable/

AMP MyNorth has announced a number of enhancements to its sustainable managed portfolios amid strong adviser demand for value-aligned investment options.

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