What queries do AMP advisers need help navigating?

amp/AMP-advice/Superannuation/

AMP Advice’s technical service line has revealed the most common issues its financial advisers are requiring additional support with amid an evolving regulatory environment.

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Fintech moneyGPS joins forces with advice network

financial-advice/

Australian digital advice fintech moneyGPS has partnered with Lifestyle Asset Management to widen the accessibility of financial advice in Australia.

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Embracing financial advice as a career changer

Financial-planning/

A former gym owner details his path into the financial advice profession, and the value of gaining CRM or CSO experience before progressing to the adviser milestone.

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Private markets division boosts Pengana’s FY24 FUM

Pengana/Pengana-Capital-Group/funds-under-management/Russel-Pillemer/

Pengana Capital Group has reported funds under management of $3.3 billion at the end of June, helped by the launch of two private market funds.

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Netwealth FUA nears $90bn amid strong business pipeline

netwealth/platforms/funds-under-advice/matt-heine/

The investment platform’s FUA grew by $3.3 billion to $88 billion over the June quarter, as current transactions provide a “high level of confidence” for FY25.

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Switching licensees spells break in advice losses

Wealth-Data/financial-advice/financial-advisers/Colin-Williams/

Financial adviser numbers have gained headway this week, Wealth Data reports, marking a departure from six consecutive weeks of losses.

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1 in 10 Australians are millionaires: UBS

wealth-management/UBS/financial-advice/high-net-worth/

There are almost 2 million Australian millionaires, UBS’ new report shows, with the proportion set to grow by a further 400,000 people by 2028.

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Platinum shares FUM update for FY24

Platinum-Asset-Management/Platinum/funds-under-management/

Platinum Asset Management has shared an update on its “growth and reset” turnaround strategy and FUM at the end of the financial year.

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Momentum Media Australian AI Awards 2024 launches for the first time

artificial-intelligence/awards/

Submissions and nominations have opened for the inaugural Momentum Media Australian AI Awards 2024, which champions the wealth management industry for contributing to the dynamic field of artificial intelligence.

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ASIC updates select documentation in line with DBFO Act

quality-of-advice-review/ASIC/

ASIC has updated some of its documentation in line with the DBFO Act receiving royal assent, with licensees reminded to stay on top of the changes.

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