To scale or not to scale a growing advice practice?

financial advice scale financial advisers

| By Jasmine Siljic |

The decision to scale up a small advice practice can be a difficult judgement call. Money Management speaks with two advisers on whether the potential gains outweigh the initial costs for their business.

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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Former AMP adviser makes call to arms over BOLR settlement

amp bolr federal court financial advice

| By Keith Ford |

Financial planning

A former AMP financial adviser has urged advisers in the BOLR class action against AMP to object to the “unfair and unreasonable” $100 million settlement sum as the objection deadline approaches on 22 May.

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Keith Ford

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Will ETF usage kill advice?

ETFs financial advice consumers

| By Laura Dew |

Financial planning

The popularity of ETFs, which are approaching $200 billion in Australia, is a potential threat to the advice landscape if consumers opt to invest directly, according to this senior partner.

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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Two Victorian advice firms complete merger

mergers and acquisitions M&A financial advisers

| By Jasmine Siljic |

Financial planning

Two Victoria-based financial advice practices have merged and rebranded as Forbes Fava Saville Financial Planning, as the firm realises the benefits of added scale.

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Jasmine Siljic

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Relative Return: The appeal of global private credit

Podcast Relative Return

| By Laura Dew |

Editorial

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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FSCP issues reprimand over SOA failings

FSCP SOA statement of advice code of ethics

| By Laura Dew |

Financial planning

The Financial Services and Credit Panel has made its latest ruling over a case involving an incorrect Statement of Advice.

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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LGT Crestone launches diversified alternatives fund

alternative assets lgt crestone Alternatives

| By Jasmine Siljic |

Funds management

The wealth management firm has unveiled a new fund in partnership with PG3 AG and investment specialist Longreach Alternatives, describing the investment solution as an “alternative” to traditional alternatives.

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Jasmine Siljic

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GQG completes M&A to form Private Capital Solutions division

GQG Partners Pacific Current Group M&A private capital

| By Laura Dew |

Funds management

GQG Partners has completed the acquisition of the minority interests held by Pacific Current Group in three affiliates which will form its new Private Capital Solutions division.

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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Will advice firms take on workplace visas to ease shortage?

ESG financial advice migration recruitment Sarah Abood siaa Kaizen Recruitment

| By Laura Dew |

Financial planning

The FAAA has suggested looking offshore for overseas financial advisers to ease the adviser shortage, but are employers willing to take on the burden of workplace visas?

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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‘No free lunch’ for advisers in alternatives

morningstar Alternatives CIO private credit global private assets

| By Laura Dew |

Financial planning

There may be a huge influx of alternatives coming to the market, but timing and access difficulties mean advisers can easily end up disappointed with their selection, according to Morningstar global CIO Dan Kemp.

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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