DASH eyes further strategic acquisitions

dash/Andrew-Whelan/Platforms-&-wraps/financial-planning-software/

| By Jasmine Siljic |

The financial planning software and platform has reported double-digit uplift across the group in FY24, as it focuses on inorganic growth through strategic acquisitions in the year ahead.

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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FAAA ramps up pressure for Dixon public inquiry

CSLR/Sarah-Abood/FPA/Dixon/Dixon-Advisory/

| By Keith Ford |

Financial planning

The Financial Advice Association Australia has written to every member of Parliament to press the case for a public inquiry into the Dixon Advisory collapse and the CSLR.

AUTHOR

Keith Ford

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International equities drive monthly ETF growth

BetaShares/ETFs/international-equities/

| By Jasmine Siljic |

Funds management

International equity ETFs have recorded their third consecutive month with net inflows above $1 billion, according to Betashares, for advisers looking to capture this growth in client portfolios.

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Jasmine Siljic

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Industry should represent the communities it serves: Mortgage Choice

| By Malavika |

People & Products

The principal partner of this year’s Women in Finance Summit has said organisations that practise inclusivity are more likely to build trust in the community.

AUTHOR

Malavika Santhebennur

Malavika Santhebennur was a news and features financial services journalist at Money Management, part of Financial Express. She has previously written in various industrial publications at Cirrus Media, including mining, food, franchising, and health.

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What do the FSCP’s latest determinations tell advisers?

FSCP/compliance/BT/bt-financial-group/

| By Jasmine Siljic |

Financial planning

BT’s Bryan Ashenden has encouraged advisers to remain aware of the Financial Services and Credit Panel’s four latest determinations against relevant providers to avoid running into the same issues.

AUTHOR

Jasmine Siljic

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Retirement stress underpins need for advice

Natixis/Natixis-Investment-Managers/financial-advisers/retirement/retirement-income/

| By Jasmine Siljic |

Financial planning

While Australia continues to rank strongly in Natixis IM’s global retirement index, financial advisers are still vital to mitigating the financial strain being felt by retirees.

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Jasmine Siljic

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UK fund managers name new CEOs

Schroders/abrdn/appointments/ceo/

| By Jasmine Siljic |

People & Products

Both Schroders and abrdn have appointed new group chief executives to lead their respective firms.

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Jasmine Siljic

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FAAA spruiks Find a Planner enhancements

financial-advisers/Sarah-Abood/FPA/

| By Keith Ford |

Financial planning

According to the Financial Advice Association Australia, upgrades to its Find a Planner platform will make it easier for potential clients to connect with a financial adviser that matches their needs.

AUTHOR

Keith Ford

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IFPA partners with advice fintech

financial-advice/fintech/

| By Shy-Ann Arkinstall |

Financial planning

The Institute of Financial Professionals Australia has partnered with advice fintech moneyGPS, giving its members and their clients access to the platform.

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Shy-Ann Arkinstall

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The ‘purple patch’ of M&A transforming advice

mergers-and-acquisitions/M&A/AZ-NGA/Paul-Barrett/financial-advice/

| By Jasmine Siljic |

Financial planning

Two CEOs and a recent report have underscored how the current period of M&A, led by large buyer groups, is redefining the financial advice profession and creating a notable “purple patch”.

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DASH eyes further strategic acquisitions

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

FAAA ramps up pressure for Dixon public inquiry

AUTHOR

Keith Ford

Keith 's social profiles:

International equities drive monthly ETF growth

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Industry should represent the communities it serves: Mortgage Choice

AUTHOR

Malavika Santhebennur

Malavika 's social profiles:

What do the FSCP’s latest determinations tell advisers?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Retirement stress underpins need for advice

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

UK fund managers name new CEOs

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

FAAA spruiks Find a Planner enhancements

AUTHOR

Keith Ford

Keith 's social profiles:

IFPA partners with advice fintech

AUTHOR

Shy-Ann Arkinstall

Shy-Ann 's social profiles:

The ‘purple patch’ of M&A transforming advice

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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