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Following its 1H24 results, Prime Financial CEO Simon Madder speaks with Money Management on the firm’s growth vision and how it hopes to complete more acquisitions in th...

Funds management • 29 February 2024

Netwealth has appointed Sarah Brennan, former CEO of Investment Trends, as a non-executive director on its board....

People & Products • 29 February 2024

The restructure of abrdn’s Australian operations has been cited as a measure by the asset manager which enabled it to cut $198 million from its investment business, leadi...

Financial planning • 29 February 2024

As NextGen sees its Australian financial services licence cancelled by ASIC, Money Management tracks how an AFCA complaint led to the firm falling into liquidation. ...

Financial planning • 29 February 2024

Perpetual chief executive, Rob Adams, has refuted comments that the acquisition of Pendal has been a failure as the business reports $4.3 billion in outflows in the first...

Funds management • 29 February 2024

Nominations and submissions have opened for the individual categories at the 36th annual Fund Manager of the Year Awards....

Funds management • 29 February 2024

The number of ultra-high-net-worth individuals in Australia is expected to swell 27 per cent by 2028, according to Knight Frank’s annual Wealth Report, and they are looki...

Financial planning • 29 February 2024

ASIC has successfully obtained orders to bankrupt finfluencer Tyson Scholz for his failure to pay Federal Court costs of more than $450,000....

Financial planning • 29 February 2024

Asset manager Platinum has announced to the ASX that a “turnaround is required and underway” as it battles with net outflows and declining revenue. ...

Funds management • 29 February 2024

With three years of M&A activity under its belt, WT Financial reflects on its recent acquisition of Millennium3 from Insignia and says it is now well positioned to achiev...

Financial planning • 1 March 2024

Money Management is pleased to launch a groundbreaking new conference that will set the stage for transformative change in wealth management....

People & Products • 1 March 2024

All eyes are now on ASIC as licensees await how the regulator will use the internal dispute resolution regime data submitted as the deadline is reached....

Financial planning • 1 March 2024

Baron Rothschild famously said the time to buy is “when there’s blood on the streets, even if the blood is your own”. Thanks to high inflation and interest rates, there’s...

Knowledge Centre • 1 March 2024

The merger between Count and Diverger, first announced in September, has completed to create Australia’s second-largest licensee with over 550 advisers. ...

Financial planning • 1 March 2024

Insight Investment Consultants has rebranded as it launches a new research ratings service, led by a former Morningstar director with feedback from financial advisers and...

People & Products • 4 March 2024

Queensland-based advice firm Provident Advisory has launched a range of managed accounts on BT Panorama as it seeks to achieve greater efficiencies. ...

People & Products • 4 March 2024

Retaining new entrants in the advice industry as they complete their Professional Year is a key focus for advice firms in 2024, with younger generations increasingly valu...

Features • 4 March 2024

Centrepoint Alliance has shared details on the progress of fees for no service remediation, having conducted an assessment of its employed and self-employed advisers. ...

Financial planning • 4 March 2024

NextGen Financial Group has bid farewell to its remaining financial advisers following ASIC’s cancellation of its AFSL, contrasting the firm’s peak of over 100 advisers i...

Financial planning • 4 March 2024

A benchmark unaware investment process and disruption in the adviser and platform market are among headwinds for Platinum as the 30-year-old firm announces a two-part tur...

Funds management • 4 March 2024
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 15 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
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