Significant revenue rises seen at listed advice licensees

Wealth Data licensees AFSL revenue

| By Jasmine Siljic |

Wealth Data analysis has seen a “significant jump” in gross revenue per financial adviser at eight ASX-listed financial advice licensees, and detailed the range between highest and lowest revenues.

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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Alternative asset growth prompts demand for private market expertise

Kaizen Recruitment private markets recruitment

| By Laura Dew |

Funds management

Private markets expertise is sought-after for investment operations hires as allocations to alternative assets rise, according to a recruitment firm, but there is a gap between demand and supply.

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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High complaints volume ‘new normal’ for AFCA

AFCA david locke CSLR complaints

| By Laura Dew |

Financial planning

AFCA has already received almost 70,000 complaints since the start of the financial year, and chief executive David Locke has warned this sustained high growth shows the industry is in a “new normal”.

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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The downsides of the $4.9tn intergenerational wealth ‘tsunami’

female investors intergenerational wealth wealth transfer foresters financial JBWere

| By Jasmine Siljic |

Financial planning

Two reports have highlighted potential problems around the $4.9 trillion intergenerational wealth “tsunami”, particularly for women who are most likely to be a beneficiary.

AUTHOR

Jasmine Siljic

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Platypus AM appoints new CEO

Platypus Asset Management australian unity CEOs

| By Laura Dew |

Funds management

Equity fund manager Platypus Asset Management, which is owned by Australian Unity, has appointed a new chief executive.

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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HNW female investors defying ‘risk-averse’ stereotypes

female advisers female investors JBWere risk profile risk tolerance

| By Jasmine Siljic |

Financial planning

While previous data often portrays female investors as more risk-averse and unconfident compared to male counterparts, JBWere research shows high-net-worth women have similar risk profiles to men.

AUTHOR

Jasmine Siljic

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Perpetual appoints Charles River for Australian asset management business

Pendal Group Perpetual

| By Laura Dew |

Funds management

Perpetual has appointed Charles River Development – part of State Street – to manage the front office operations of its Australian asset management 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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Allianz Retire+ makes wealth management appointment

allianz retire+ distribution wealth management retirement hires

| By Laura Dew |

People & Products

Allianz Retire+ has appointed Brendon Rodda from PIMCO as chief distribution officer for wealth management.

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 economics committee chair Wilson plots political return

Superannuation tim wilson politics Josh Frydenberg Jane Hume

| By Laura Dew |

Financial planning

Former chair of the House of Representatives’ Standing Economics Committee, Tim Wilson, is planning a return to politics after losing his seat in the 2022 federal election.

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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Reflecting on ‘whirlwind’ first year of running an advice firm

financial advisers advice practice business growth

| By Jasmine Siljic |

Financial planning

One year after launching their own financial advice businesses, two advisers share their reflections with Money Management including the challenge of balancing steady growth as a smaller practice.

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 1 week 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 2 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

Significant revenue rises seen at listed advice licensees

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Alternative asset growth prompts demand for private market expertise

AUTHOR

Laura Dew

Laura 's social profiles:

High complaints volume ‘new normal’ for AFCA

AUTHOR

Laura Dew

Laura 's social profiles:

The downsides of the $4.9tn intergenerational wealth ‘tsunami’

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Platypus AM appoints new CEO

AUTHOR

Laura Dew

Laura 's social profiles:

HNW female investors defying ‘risk-averse’ stereotypes

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Perpetual appoints Charles River for Australian asset management business

AUTHOR

Laura Dew

Laura 's social profiles:

Allianz Retire+ makes wealth management appointment

AUTHOR

Laura Dew

Laura 's social profiles:

Former economics committee chair Wilson plots political return

AUTHOR

Laura Dew

Laura 's social profiles:

Reflecting on ‘whirlwind’ first year of running an advice firm

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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