Insourcer or outsourcer: Which type of adviser are you?

outsourcing/investment-trends/financial-advice/financial-advisers/self-licensed/

| By Jasmine Siljic |

A rising number of financial advisers – known as insourcers – are opting to take the investment selection process upon themselves, says Investment Trends’ Irene Guiamatsia.

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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‘Generalist’ compliance staff flood market following remediation completion

compliance/amp/Kaizen-Recruitment/recruitment/remediation/

| By Laura Dew |

Financial planning

The completion of remediation projects by firms such as AMP have led to an influx of compliance professionals entering the market, although they see pushback on their narrow skill set.

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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DNR Capital establishes global SMID boutique

DNR-Capital/small-cap/mid-caps/equities/australian-equities/

| By Jasmine Siljic |

Funds management

DNR Capital has announced the launch of a specialist global small and mid-cap equity manager, as it also welcomes its second portfolio manager on board.

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Jasmine Siljic

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Are you with Australia’s best growth superannuation fund of FY24?

Superannuation/super-funds/Chant-West/performance/

| By Rhea Nath |

Superannuation

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance.

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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Seeking advisers leaving the large licensee rat race

M&A/self-licensed/financial-advice/licensees/AFSL/regional/

| By Laura Dew |

Financial planning

A national financial advice firm is targeting advisers looking to leave large licensees and providing them with tools and financial backing to run their own business.

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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Praemium bleeds $414m in quarterly net outflows

praemium/platforms/investment-platform/anthony-wamsteker/

| By Jasmine Siljic |

Financial planning

Praemium has seen net outflows of $414 million over the June quarter with Powerwrap outflows eight times higher than the previous quarter, and the platform expects this to continue for another six months.

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Jasmine Siljic

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Clime IM appoints acting MD after Donat’s exit

Clime-Investment-Management/Clime/Annick-Donat/appointments/

| By Laura Dew |

Funds management

Clime Investment Management has appointed an acting managing director following the resignation of group chief executive Annick Donat.

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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DASH to acquire $10.6bn FUA portfolio solution

dash/platforms/investment-platform/financial-planning-software/mergers-and-acquisitions/

| By Jasmine Siljic |

Financial planning

The financial planning technology group has entered into a binding share purchase agreement to acquire Integrated Portfolio Solutions, set to bring DASH’s FUA above $15 billion.

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Jasmine Siljic

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Merlon buys out Fidante stake in business

Fidante/merlon-capital-partners/merlon/acquisition/M&A/

| By Laura Dew |

Funds management

Fund manager Merlon Capital Partners has announced it has acquired the minority stake in the business previously owned by Fidante.

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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Former Qld adviser permanently banned

banning/ASIC/financial-advice/

| By Laura Dew |

Financial planning

A former Queensland-based financial adviser has been permanently banned by ASIC from providing financial services.

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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