Rhombus Advisory shakes up top licensee ranking

insignia-financial/insignia/Wealth-Data/amp/WT-Financial-Group/Centrepoint/adviser-numbers/

The introduction of Rhombus Advisory has caused a shift in the top advice licensees as Insignia separates its advice business into two channels.

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Invest Blue’s productivity boon from 9-day fortnight

Invest-Blue/financial-advice/recruitment/work-life-balance/employment/

Nearly 18 months since Invest Blue adopted its nine-day fortnight structure to support employee wellbeing, the national advice firm has enjoyed positive results across all metrics.

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Bridging the value gap for prospective clients

netwealth/cost-of-advice/fees/value-for-money/financial-advisers/

Given the clear divergence between the cost of financial advice and clients’ willingness to pay, two experts explore how advisers can transform the way they convey value to potential clients.

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Insignia appoints super CEO from ART

insignia-financial/insignia/Australian-retirement-trust/Superannuation/

As part of its executive leadership refresh, Insignia has appointed Dave Woodall as its chief executive for superannuation.

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Submissions open for Women in Finance Awards 2024

women-in-finance/awards/gender-diversity/gender-equality/

Money Management is now accepting nominations and submissions for the Women in Finance Awards, to be held in November 2024.

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Aussie investors flee active sustainable funds

morningstar/ESG/sustainable-funds/

Australian and New Zealand sustainable funds saw outflows of more than $1.2 billion in the second quarter of 2024, according to Morningstar, with active strategies accounting for the majority.

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How much could adviser numbers grow by in 5 years?

adviser-numbers/Deloitte/financial-advice/financial-advisers/iress/

A new report has forecast how adviser numbers would look in five years’ time and the rate of expected annual growth.

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Insignia staff at risk of slashed redundancy provisions

unions/Finance-Sector-Union/redundancies/insignia/licensees/Scott-Hartley/

Insignia Financial has proposed slashing staff redundancy pay arrangements by 58 weeks, potentially making it one of the lowest in the industry.

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Platinum unveils strategic plan for LICs

Platinum/listed-investment-company/review/

Following a strategic review, Platinum has announced it will merge its two listed investment companies with two of its quoted managed hedge funds.

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