How do the big 3 licensees stack up?

Countplus/Diverger/insignia/AMP--Capital/Wealth-Data/licensees/

With the end-of-financial-year adviser gains and losses finalised, how does this year’s movement affect the ranking of the top three licensees?

AUTHOR

Schroders hires BDM to expand intermediary footprint

Schroders/BDM/Capital-Group/

Schroders Australia has appointed a new business development manager as the investment manager looks to further broaden its footprint in the intermediary market.

AUTHOR

Forbes Fava Saville appoints GM to drive growth

financial-advisers/general-manager/Financial-planning/

Newly merged advice firm Forbes Fava Saville Financial Planning has appointed a former Insignia practice development manager to the general manager of operations role.

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NSW individual convicted for unlicensed advice

ASIC/financial-advice/crypto/

A NSW individual has been convicted in Sydney’s District Court for providing unlicensed financial advice to individuals.

AUTHOR

The asset managers seeing the largest FUM growth

GQG-Partners/Magellan/Pengana/Platinum/funds-under-management/

Listed fund managers have shared their final funds under management tallies for FY24 and how much they have grown during the year.

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Clime Investment Management group CEO to depart

Clime-Investment-Management/InFocus/Madison-Financial-Group/

Clime Investment Management has announced its group CEO Annick Donat is to depart from the firm after four years.

AUTHOR

Which licensees led adviser growth and losses in FY24?

Wealth-Data/Colin-Williams/adviser-numbers/financial-advisers/Centrepoint/Count-Financial/amp/

With the previous financial year behind us, Wealth Data has unveiled the top 10 financial advice licensees in terms of adviser gains and declines over the 12-month period.

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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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