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The ‘once in a generation’ platform opportunity
The rise of self-licensed financial advisers is creating a “once in a generation” opportunity for platforms as they are prompted to select their platform of choice for the first time.
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.
Regal aims to become leading private credit provider
Regal Partners has shared how the acquisition of Merricks Capital will progress its private credit goals with 40 per cent of the firm’s FUM expecting to sit in private credit post-completion.
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.
AMP creates new head of retirement solutions role
The financial advice firm has appointed an Aware Super executive to join its platforms business in a newly created role aimed at enhancing and accelerating its retirement capability.
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.
ASIC permanently bans former WA adviser
ASIC has permanently banned a former Western Australia-based financial adviser after he falsified his adviser exam certificate.
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.
How much is ASIC’s 2023–24 industry levy?
ASIC has confirmed the estimated industry funding levy for the 2023–24 financial year and how much licensees can expect to pay.
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.
The biggest funds management news of the last quarter
From multiple fund closures to a blockbuster IPO, Money Management collates the most significant news in the funds management industry over the past three months.
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.
GQG Partners shares H1 FUM update
GQG Partners has shared its funds under management at the end of June and inflows for the first half of 2024, having taken minority stakes in three US-based businesses.
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.
Asset managers enter strategic partnership
Asset management firm Channel Capital and boutique absolute return manager Arnott Capital have formed a strategic partnership to drive business growth.
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.
Adviser-owned, adviser-run: Godfrey Pembroke CEO on Insignia exit
Three months since Godfrey Pembroke officially exited Insignia Financial’s institutional AFSL, Money Management speaks with CEO Mark Fisher on his path to becoming an adviser-owned, adviser-run licensee.
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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