Client appetite grows for one-off episodic advice

investment trends financial adviser

| By Rhea Nath |

There is a need for advice businesses to offer flexible service models, with Investment Trends research suggesting over half of potential clients prefer one-off advice to meet their financial needs.

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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How much could investors recover from Shield Master Fund?

ASIC enforcement administration liquidation Deloitte

| By Laura Dew |

Financial planning

Administrator Deloitte has shared how much Shield Master Fund investors could receive in estimated returns if the scheme is successfully wound up.

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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iPartners takes majority stake in Melbourne fund manager

private credit acquisition

| By Rhea Nath |

Funds management

Alternative asset manager iPartners Funds Management has announced a new acquisition to support its retail presence with a majority stake in Mi Funds Management.

AUTHOR

Rhea Nath

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SOA replacement presents ‘blank canvas’ for advisers

statement of advice Stephen Jones financial advice Adviser Ratings

| By Laura Dew |

Financial planning

The development of a new advice document presents a “blank canvas” for advisers to create a suitable document replacing statements of advice, says Adviser Ratings.

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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T. Rowe Price promotes ANZ consultant head to APAC role

T Rowe Price

| By Jessica Penny |

People & Products

T. Rowe Price has promoted head of Australia and New Zealand consultant relations, Cassandra Crowe, to the equivalent APAC role.

AUTHOR

Jessica Penny

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ASIC bans former South Australian financial adviser

ASIC banning South Australia financial advice

| By Staff |

Financial planning

A former South Australian financial adviser, who also authored two personal finance books, has been banned by ASIC for a period of seven years.

AUTHOR

ASIC announces results of final 2024 adviser exam

ASIC financial advice exam professional year

| By Rhea Nath |

Financial planning

ASIC has released the results for the November sitting of the financial adviser exam, with the pass mark sitting substantially higher than in August.

AUTHOR

Rhea Nath

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Adviser numbers reverse November’s gains

Wealth Data adviser numbers centrepoint alliance

| By Rhea Nath |

Financial planning

Overall financial adviser numbers have fallen this week, although Centrepoint Alliance has seen this week’s largest gains, according to Wealth Data.

AUTHOR

Rhea Nath

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‘Worst of the worst’: SMSF misconduct concerns weigh on advisers

ASIC SMSF phil anderson

| By Rhea Nath |

Financial planning

Inappropriate advice relating to SMSFs has been identified as a pain point for the advice industry, with professionals claiming these vehicles can draw out “the worst of the worst” in financial services.

AUTHOR

Rhea Nath

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Government names financial advisers as core skill

financial advice recruitment new entrants

| By Rhea Nath |

Financial planning

Financial investment advisers have been singled out as a core skill in demand in Australia, with the government aiming to attract more skilled migrants to the sector.

AUTHOR

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 3 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

Client appetite grows for one-off episodic advice

AUTHOR

Rhea Nath

Rhea 's social profiles:

How much could investors recover from Shield Master Fund?

AUTHOR

Laura Dew

Laura 's social profiles:

iPartners takes majority stake in Melbourne fund manager

AUTHOR

Rhea Nath

Rhea 's social profiles:

SOA replacement presents ‘blank canvas’ for advisers

AUTHOR

Laura Dew

Laura 's social profiles:

T. Rowe Price promotes ANZ consultant head to APAC role

AUTHOR

Jessica Penny

Jessica 's social profiles:

ASIC bans former South Australian financial adviser

AUTHOR

ASIC announces results of final 2024 adviser exam

AUTHOR

Rhea Nath

Rhea 's social profiles:

Adviser numbers reverse November’s gains

AUTHOR

Rhea Nath

Rhea 's social profiles:

‘Worst of the worst’: SMSF misconduct concerns weigh on advisers

AUTHOR

Rhea Nath

Rhea 's social profiles:

Government names financial advisers as core skill

AUTHOR

Rhea Nath

Rhea 's social profiles:

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