Will adviser numbers see greater stability in 2024?

amp Wealth Data Colin Williams financial advisers

As YTD financial adviser growth approaches parity with 2023, Wealth Data’s Colin Williams is optimistic that adviser losses will be less severe in 2024 due to increasing steadiness in the profession.

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Work/life balance a key attraction in employee retention

recruitment Robert Half remuneration hiring employment

Employers should not panic if remuneration budgets are too stretched to offer salary bumps, according to two recruiters, as staff say they are also attracted to a greater work/life balance when accepting a promotion.

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Directors risking unintentional greenwashing by avoiding ESG obligations

PwC ESG Joe Longo ASIC climate change climate change disclosure

Failure to meet ESG compliance obligations can leave financial services directors walking a tightrope of risk, according to PwC, as ASIC urges firms to prepare for climate reporting.

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Relative Return: The role of real estate in a portfolio

Podcast Relative Return Premium Content

In this episode of Relative Return, host Laura Dew speaks with Andrew Lockhart, managing partner at Metr

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Cromwell doubles down on Australia with European platform sale

Cromwell Cromwell property group Europe

The property group has announced the sale of its European funds management platform for $457 million as it looks to Australia and New Zealand for future growth.

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Australian Ethical makes $5.5m acquisition of fixed income manager

Australian Ethical Altius asset Management fixed income bonds M&A

Australian Ethical has announced it has entered into a binding agreement to acquire a sustainable fixed income manager, increasing its FUM by around $2 billion.

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CFS passes $1bn on Edge platform

CFS colonial first state Kelly Power bryce quirk platforms fnz

Colonial First State has reached $1 billion in funds under administration on its Edge platform, having launched last August.

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Former adviser banned for multiple breaches

financial advisers financial advice banning ASIC

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches.

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Russell Investments appoints APAC head

Russell Investments APAC Jodie Hampshire

Russell Investments has appointed a new head of Asia-Pacific, six months after appointing Pete Gunning to the role.

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RI Advice flagged as cautionary cyber security tale

RI Advice cybersecurity ASIC Joe Longo cyber attack

ASIC has flagged the 2022 case of RI Advice as an example of the need for cyber security measures within a financial services firm as chair Joe Longo warns a cyber attack “is almost inevitable”.

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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...

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...

1 month 2 weeks ago

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

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

5 days 9 hours ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

4 weeks 1 day ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 weeks 3 days ago