From A-grades to advice: Embarking on a career change

financial advice education economics professional year

| By Jasmine Siljic |

As the financial advice industry looks to embrace career changers, Money Management speaks with a former teacher and international development worker who took the leap into advice.

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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Qld adviser permanently banned after fraud conviction

banning ASIC financial advice queensland

| By Staff reporter |

Financial planning

A former financial adviser based in the Sunshine Coast has been permanently banned by ASIC after being sentenced to six years’ imprisonment for fraud.

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Young advised clients prioritise goal-based investing

Dimensional Fund Advisers Dimensional client relationships financial goals

| By Jasmine Siljic |

Financial planning

Young investors aged under 40 are more than twice as likely to measure the value of their financial adviser based on progress towards their goals, Dimensional research uncovers.

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Jasmine Siljic

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Do licensees always need to ‘take all reasonable steps’?

corporations act ASIC compliance AFSL Hall and Wilcox

| By Laura Dew |

Financial planning

A Federal Court ruling on whether licensees need to ‘take all reasonable steps’ regarding conflicted remuneration could extend to other parts of the advice process, according to law firm Hall & Wilcox.

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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Natixis Investment Managers

Natixis Investment Managers’ multi-affilia

Fund Manager of the Year Awards 2024 gets new recruitment partner

awards recruitment Fund Manager of the Year fund manager of the year awards

| By Malavika |

Funds management

A recruitment firm specialising in funds management has been welcomed as a recruitment partner for this year’s awards.

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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New advice practice launches under Centrepoint’s AFSL

financial advice Centrepoint centrepoint alliance new business licensees

| By Jasmine Siljic |

Financial planning

A new financial advice business, licensed by Centrepoint Alliance, has recently commenced operations servicing HNW clients including retiring Baby Boomers and single women.

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Jasmine Siljic

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Abrdn CEO exits troubled manager

abrdn SG Hiscock ceo

| By Laura Dew |

Funds management

Abrdn chief executive Stephen Bird is to depart the troubled fund manager, which has slashed hundreds of jobs, after four years as the firm “moves to fresh leadership”.

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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Building a high-performing advice team

financial advisers elixir consulting Virtual Business Partners practice management culture

| By Jasmine Siljic |

Financial planning

This senior consultant has emphasised why “playing the long game” of cultivating a desirable work culture is vital for high-performing financial advice firms and their teams.

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Jasmine Siljic

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Super fund or adviser: Where do retirees turn for help?

TAL superannuation funds retirement financial advice

| By Jasmine Siljic |

Financial planning

With superannuation funds and financial advisers being the top two sources of information for retirees, a TAL white paper has revealed which they turn to first.

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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

1 month 2 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

1 month 2 weeks ago

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

AZ NGA makes first acquisition post-Oaktree deal

1 month 3 weeks ago

From A-grades to advice: Embarking on a career change

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Qld adviser permanently banned after fraud conviction

AUTHOR

Young advised clients prioritise goal-based investing

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Do licensees always need to ‘take all reasonable steps’?

AUTHOR

Laura Dew

Laura 's social profiles:

Fund Manager of the Year Awards 2024 gets new recruitment partner

AUTHOR

Malavika Santhebennur

Malavika 's social profiles:

New advice practice launches under Centrepoint’s AFSL

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Abrdn CEO exits troubled manager

AUTHOR

Laura Dew

Laura 's social profiles:

Building a high-performing advice team

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Super fund or adviser: Where do retirees turn for help?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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