Finalists unveiled at first-ever Australian Wealth Management Awards

wealth-management/awards/wealth-managers/

| By Malavika |

Over 260 finalists have qualified for the inaugural Australian Wealth Management Awards 2024. Money Management invites them to lodge their submissions.

AUTHOR

Malavika Santhebennur

Malavika Santhebennur was a news and features financial services journalist at Money Management, part of Financial Express. She has previously written in various industrial publications at Cirrus Media, including mining, food, franchising, and health.

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Court rules on licensee’s conflicted remuneration case

SMSFs/ASIC/licensees/financial-advice/federal-court/

| By Laura Dew |

Financial planning

The Federal Court has ruled financial advice licensee RM Capital failed to take reasonable steps to prev

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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What makes a successful advice practice?

WT-Financial-Group/WT-Financial/Keith-Cullen/

| By Laura Dew |
Financial planning

The head of one of Australia’s largest licensees has shared the top characteristics that he looks for in creating a successful advice practice as more and more firms provide multidisciplinary offerings.

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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Centuria appoints advice COO to distribution role

Centuria/fund-management/real-estate/Sentry/WT-Financial-Group/distribution/

| By Laura Dew |
People & Products

Real estate fund manager Centuria Capital has made two distribution appointments, including the former chief operating officer of a national advice firm.

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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Stretched environment limiting ability for BDM/PDMs to add value

business-development-manager/BDM/financial-advisers/licensees/

| By Laura Dew |
Financial planning

Business and practice development managers believe they are stretched too thin in working with high volumes of financial advisers and are dissatisfied with their roles and ability to deliver value.

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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Vanguard CEO Tim Buckley announces retirement

vanguard/passive-investing/ETFs/ceo/

| By Jasmine Siljic |
Funds management

Vanguard has announced its international chief executive, Tim Buckley, will retire by year-end while chief investment officer Greg Davis has been promoted to president.

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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Fidelity appoints president as Richards steps back

fidelity/ceo/

| By Laura Dew |
Funds management

Global investment manager Fidelity International has appointed a new president to take over from Anne Richards, who will move into a vice chair role.

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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Blackwattle looks to Antipodes for global equity launch

antipodes/global-equities/fund-launch/

| By Laura Dew |
Funds management

Blackwattle has appointed former Antipodes founding partner and portfolio manager, Sunny Bangia, and three former colleagues to launch its first global equity fund.

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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Qld advice firm launches two managed accounts

queensland/managed-accounts/BT/BT-Panorama/platforms/

| By Laura Dew |
People & Products

Queensland-based advice firm Provident Advisory has launched a range of managed accounts on BT Panorama as it seeks to achieve greater efficiencies.

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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Count-Diverger merger completes to create $30bn firm

Countplus/Hugh-Humphrey/Diverger-Limited/M&A/

| By Laura Dew |
Financial planning

The merger between Count and Diverger, first announced in September, has completed to create Australia’s second-largest licensee with $30 billion in funds under advice.

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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Finalists unveiled at first-ever Australian Wealth Management Awards

AUTHOR

Malavika Santhebennur

Malavika 's social profiles:

Court rules on licensee’s conflicted remuneration case

AUTHOR

Laura Dew

Laura 's social profiles:

What makes a successful advice practice?

AUTHOR

Laura Dew

Laura 's social profiles:

Centuria appoints advice COO to distribution role

AUTHOR

Laura Dew

Laura 's social profiles:

Stretched environment limiting ability for BDM/PDMs to add value

AUTHOR

Laura Dew

Laura 's social profiles:

Vanguard CEO Tim Buckley announces retirement

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Fidelity appoints president as Richards steps back

AUTHOR

Laura Dew

Laura 's social profiles:

Blackwattle looks to Antipodes for global equity launch

AUTHOR

Laura Dew

Laura 's social profiles:

Qld advice firm launches two managed accounts

AUTHOR

Laura Dew

Laura 's social profiles:

Count-Diverger merger completes to create $30bn firm

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Laura Dew

Laura 's social profiles:

Never miss the latest news and developments in wealth management industry

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