Bridging the value gap for prospective clients

netwealth/cost-of-advice/fees/value-for-money/financial-advisers/

| By Jasmine Siljic |

Given the clear divergence between the cost of financial advice and clients’ willingness to pay, two experts explore how advisers can transform the way they convey value to potential clients.

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.

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Insignia appoints super CEO from ART

insignia-financial/insignia/Australian-retirement-trust/Superannuation/

| By Laura Dew |

Superannuation

As part of its executive leadership refresh, Insignia has appointed Dave Woodall as its chief executive for superannuation.

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.

View articles by Laura

Laura 's social profiles:

Submissions open for Women in Finance Awards 2024

women-in-finance/awards/gender-diversity/gender-equality/

| By Malavika |

Financial planning

Money Management is now accepting nominations and submissions for the Women in Finance Awards, to be held in November 2024.

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.

View articles by Malavika

Malavika 's social profiles:

Aussie investors flee active sustainable funds

morningstar/ESG/sustainable-funds/

| By Laura Dew |

Funds management

Australian and New Zealand sustainable funds saw outflows of more than $1.2 billion in the second quarter of 2024, according to Morningstar, with active strategies accounting for the majority.

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.

View articles by Laura

Laura 's social profiles:

Tyndall Asset Management

For more than 30 years our Australian equity funds have been well-rated by the research community and earned us a number of industry awards. Our single-minded focus on Australian equities helps us deliver repeatable, sustainable and consistent investment outcomes for our clients.

How much could adviser numbers grow by in 5 years?

adviser-numbers/Deloitte/financial-advice/financial-advisers/iress/

| By Laura Dew |

Financial planning

A new report has forecast how adviser numbers would look in five years’ time and the rate of expected annual growth.

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.

View articles by Laura

Laura 's social profiles:

Insignia staff at risk of slashed redundancy provisions

unions/Finance-Sector-Union/redundancies/insignia/licensees/Scott-Hartley/

| By Keith Ford |

Financial planning

Insignia Financial has proposed slashing staff redundancy pay arrangements by 58 weeks, potentially making it one of the lowest in the industry.

AUTHOR

Keith Ford

View articles by Keith

Keith 's social profiles:

E-mail Author

Platinum unveils strategic plan for LICs

Platinum/listed-investment-company/review/

| By Laura Dew |

Funds management

Following a strategic review, Platinum has announced it will merge its two listed investment companies with two of its quoted managed hedge funds.

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.

View articles by Laura

Laura 's social profiles:

Adelaide-based advice firm makes leadership promotion

providence-wealth/adelaide/appointment/financial-advice/

| By Jasmine Siljic |

Financial planning

Financial advisory group Providence Wealth South Australia has promoted its co-founder to the role of director to help steer the future direction of the business.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Maple-Brown Abbott to be acquired

maple-brown-abbott/Pinnacle/antipodes/

| By Laura Dew |

Funds management

Maple-Brown Abbott has finalised an agreement to be acquired by a rival fund manager to create a firm with $18.6 billion in assets under management, just two months after its former CEO exited to lead Magellan.

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.

View articles by Laura

Laura 's social profiles:

Subscribe to

Never miss the latest news and developments in wealth management industry

SUBSCRIBE TO OUR NEWSLETTER

MARKET INSIGHTS

So we are now underwriting criminal scams?...

UGC to blame for 'eyewatering' CSLR cost increase

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

Stephen Jones to retire

2 months 2 weeks ago

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

4 months 3 weeks ago

Bridging the value gap for prospective clients

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Insignia appoints super CEO from ART

AUTHOR

Laura Dew

Laura 's social profiles:

Submissions open for Women in Finance Awards 2024

AUTHOR

Malavika Santhebennur

Malavika 's social profiles:

Aussie investors flee active sustainable funds

AUTHOR

Laura Dew

Laura 's social profiles:

How much could adviser numbers grow by in 5 years?

AUTHOR

Laura Dew

Laura 's social profiles:

Insignia staff at risk of slashed redundancy provisions

AUTHOR

Keith Ford

Keith 's social profiles:

Platinum unveils strategic plan for LICs

AUTHOR

Laura Dew

Laura 's social profiles:

Adelaide-based advice firm makes leadership promotion

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Maple-Brown Abbott to be acquired

AUTHOR

Laura Dew

Laura 's social profiles:

Never miss the latest news and developments in wealth management industry

Diversify to defend wealth amidst rising volatility

Navigating the AT1 hybrids transition

Small caps: An election trump card for 2025?

Drones in Defence: Reshaping Modern Warfare and its Economics

MARKET INSIGHTS

Podcast

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

STAY CONNECTED

USEFUL LINKS

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

LINKS

CATEGORIES

STAY CONNECTED