How to be a ‘sale-ready’ financial advice practice

M&A/William-Buck/financial-advice/Business-Health/

| By Jasmine Siljic |

Financial advice businesses are being urged to create an information memorandum for their practices to ensure they are “sale-ready” at all times amid the current opportunistic M&A climate.

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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Count CEO on the high cost to scale up an AFSL

Count-Financial/Countplus/Hugh-Humphrey/financial-advice/

| By Laura Dew |

Financial planning

The financial advice market remains very fragmented compared to other industries, according to Count chief executive Hugh Humphrey, and licensees need deep pockets if they want to scale 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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BlackRock completes acquisition of research house Preqin

private-markets/blackrock/Preqin/M&A/

| By Laura Dew |

Funds management

BlackRock has completed its acquisition of private markets research house and data provider Preqin, having first been announced last July.

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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Global X hires senior BDM to drive growth

BDM/global-x/Global-X-ETFs/ETFs/

| By Jasmine Siljic |

Funds management

Global X has appointed a former senior Selfwealth BDM to its sales team as it targets $11 billion in assets under management by the year’s end.

AUTHOR

Jasmine Siljic

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WGEA publishes latest financial and insurance services gender pay gap

WGEA/Gender-pay-gap/gender-diversity/salary/

| By Jessica Penny |

Funds management

The latest gender pay gap data for Australia has flagged the ongoing challenges in pay equity in financial and insurance services, with women in the sector earning 22.2 per cent less than their male counterparts.

AUTHOR

Jessica Penny

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AZ NGA secures $345m investment from global asset manager

AZ-NGA/investment-management/financial-advice/

| By Jasmine Siljic |

Financial planning

A global investment manager with more than $676 billion in AUM has announced a $345 million debt investment into Oaktree Capital-backed AZ NGA.

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Jasmine Siljic

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Bringing investment specialists into the alts conversation

Alternatives/private-markets/financial-advisers/fund-managers/JPMAM/Capital-Group/

| By Jasmine Siljic |

Financial planning

Three commentators unpack how firms are increasingly hiring client-facing investment specialists to support financial advisers in understanding the complexities of alternative investment funds.

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Jasmine Siljic

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Is your name one of the most common adviser names?

CoreData/financial-advisers/female-advisers/

| By Laura Dew |

Financial planning

Five male names are shared by over 10 per cent of the financial advice industry, according to CoreData, while a female name does not appear until number 43.

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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Which listed platform enjoyed the highest FUA growth in 1H25?

platforms/HUB24/netwealth/praemium/

| By Jasmine Siljic |

Financial planning

With the results for the first half of FY25 now in, Money Management takes a look at which of the three ASX-listed investment platforms has seen the highest FUA growth.

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Jasmine Siljic

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Magellan resumes share buybacks

Magellan/Magellan-Financial-Group/Andrew-Formica/

| By Laura Dew |

Funds management

Magellan Financial Group has announced it will be resuming its share buyback program in light of the current market price.

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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