Advisers outline cautious optimism heading into 2025

Schroders

| By Rhea Nath |

Global wealth advisers are cautiously optimistic about the future, with many expecting to meet their clients’ financial goals over the next few years despite economic challenges, according to Schroders.

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Financial adviser numbers remain steady above 15,500

Wealth Data Colin Williams financial adviser

| By Shy-Ann Arkinstall |

Financial planning

After weeks of fluctuating above and below 15,500, adviser numbers have maintained their hold above the line for three consecutive weeks.

AUTHOR

Shy-Ann Arkinstall

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NSW advice firm sees AFSL cancelled

ASIC CSLR

| By Rhea Nath |

Financial planning

An advice AFSL has seen its licence cancelled by ASIC this month for failing to pay an AFCA determination, which was then covered by the CSLR.

AUTHOR

Rhea Nath

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FAAA calls for Dixon compensation to be expanded beyond advice

Dixon AFCA

| By Laura Dew |

Financial planning

The FAAA’s Phil Anderson believes the problem with Dixon Advisory is “much bigger than an advice issue” and the levy to pay for it should be expanded beyond the financial advice sector.

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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Employee burnout sitting at ‘alarming levels’

mental health stress workplace wellbeing Robert Half

| By Rhea Nath |

Financial planning

Advice professionals are being encouraged to proactively engage with their staff on mental wellbeing, with a new report finding a surge in employee exhaustion and stress over the past year.

AUTHOR

Rhea Nath

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ASIC’s Kirkland warns on Shield advice misconduct

ASIC

| By Laura Dew |

Financial planning

ASIC commissioner Alan Kirkland says the problems regarding advisers recommending clients to invest in the troubled Shield Master Fund are far from being an “isolated incident”.

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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FAAA shares 5-year plan

financial advice regulation

| By Laura Dew |

Financial planning

FAAA chair David Sharpe says its members are ready to control their own professional standards via co-regulation as the organisation shares its five-year roadmap.

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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Industry redundancies raise questions about talent loyalty

insignia hiring

| By Rhea Nath |

Funds management

As cost-cutting programs drive a rise in wealth management redundancies, a recruitment consultant suggests highly regarded talent are seeing their loyalty tested in an uncertain market.

AUTHOR

Rhea Nath

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Advisers bullish on global equities but valuations a worry

Fidante global equities Australian small caps equities

| By Rhea Nath |

Funds management

A new survey has found advisers are planning to increase allocations to global equities as well as Australian small caps in the next six months, however they believe high valuations in the market remain concerning.

AUTHOR

Rhea Nath

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Managed funds underperform despite lowered fees

managed funds morningstar investSMART

| By Rhea Nath |

Funds management

The average managed fund fee has declined by a third over the past 10 years, however InvestSMART’s analysis suggests this has not necessarily translated to them outperforming their benchmark.

AUTHOR

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

Adviser sees registration suspended over ROA usage

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

Adviser sees registration suspended over ROA usage

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

AZ NGA makes first acquisition post-Oaktree deal

1 month ago

Advisers outline cautious optimism heading into 2025

AUTHOR

Rhea Nath

Rhea 's social profiles:

Financial adviser numbers remain steady above 15,500

AUTHOR

Shy-Ann Arkinstall

Shy-Ann 's social profiles:

NSW advice firm sees AFSL cancelled

AUTHOR

Rhea Nath

Rhea 's social profiles:

FAAA calls for Dixon compensation to be expanded beyond advice

AUTHOR

Laura Dew

Laura 's social profiles:

Employee burnout sitting at ‘alarming levels’

AUTHOR

Rhea Nath

Rhea 's social profiles:

ASIC’s Kirkland warns on Shield advice misconduct

AUTHOR

Laura Dew

Laura 's social profiles:

FAAA shares 5-year plan

AUTHOR

Laura Dew

Laura 's social profiles:

Industry redundancies raise questions about talent loyalty

AUTHOR

Rhea Nath

Rhea 's social profiles:

Advisers bullish on global equities but valuations a worry

AUTHOR

Rhea Nath

Rhea 's social profiles:

Managed funds underperform despite lowered fees

AUTHOR

Rhea Nath

Rhea 's social profiles:

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