AFSL deficiencies identified at Sanlam Private Wealth

ASIC/AFSL/breaches/

Sanlam Private Wealth has admitted to breaching its AFSL obligations in areas such as failing to have an adequate number of experienced responsible managers and provided a court enforceable undertaking to ASIC.

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Scale and consolidation to be at the ‘forefront’ in 2025

Ernst-&-Young/wealth-management/asset-management/M&A/scale/

Expanded product ranges fuelled by M&A will be critical for wealth and asset managers to compete in 2025, according to EY’s wealth and asset management leader Rita Da Silva.

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Dixon Advisory parent E&P delists from ASX

E&P-Financial-Group/Dixon-Advisory/

Having sought shareholder approval in November, E&P Financial Group has formally delisted from the ASX after six years.

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Being a supportive employer in 2025

recruitment/staff/employers/practice-management/

With more and more advisers setting up their own practices, recruitment firm people2people has shared how employers can successfully attract new hires and help their existing staff thrive in 2025.

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Cromwell commits to Australia with European divestment

Cromwell-property-group/Cromwell/M&A/Europe/commercial-property/real-estate/

Cromwell Property Group has completed the sale of its European business, enabling it to focus on the Australian and New Zealand market.

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How much did superannuation funds return in 2024?

SuperRatings/Kirby-Rappell/performance/

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positive” returns.

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The biggest moves in the ETF space in 2024

ETFs/

The last year has seen a number of appointments and exits in the ETF space, particularly with C-suite roles.

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The advice news that dominated headlines in 2024

financial-advice/financial-advisers/wealth-management/

As the year comes to an end, Money Management takes a look at the biggest announcements that shocked the financial advice industry in 2024.

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What people moves shaped funds management this year?

people-moves/funds-management/appointments/exit/hires/

The funds management space has seen a multitude of senior people moves throughout 2024, including several CEO appointments and exits.

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How many ETFs launched in 2024?

ETFs/exchange-traded-funds/

Money Management looks back at the significant ETF launches of the year, with new offerings from providers like BlackRock, Global X, Betashares and Macquarie, among others.

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