Lifting revenue per client tops advisers’ priority list

CFS colonial first state revenue profitability Adviser Ratings

| By Jasmine Siljic |

Increasing revenue per client is a strategic priority for over half of financial advice businesses, a new report has found, with documented processes being a key way to achieving this.

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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Centrepoint Alliance makes senior distribution hire

platforms distribution appointments hires centrepoint alliance

| By Laura Dew |

Financial planning

Centrepoint Alliance has hired a head of distribution for platforms and investment management as its new IconiQ platform goes live.

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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Kaplan urges advisers to meet education deadline

Kaplan kaplan professional experience pathway education

| By Jasmine Siljic |

Financial planning

The education provider has encouraged all financial advisers to avoid a “last-minute scramble” in meeting education requirements prior to the 31 December 2025 deadline.

AUTHOR

Jasmine Siljic

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Metrics expands private credit range with retail fund

Metrics Pinnacle private credit real estate

| By Laura Dew |

Funds management

Metrics Credit Partners is expanding its private credit fund range with a managed fund for retail investors following investor demand.

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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Fiducian welcomes new superannuation GM

Fiducian hires licensees appointments

| By Jasmine Siljic |

Financial planning

Fiducian Group has appointed its next general manager of superannuation to lead its flagship super offering following the retirement of Ross Martin.

AUTHOR

Jasmine Siljic

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ASIC cancels Sydney AFSL over unpaid AFCA determination

AFSL AFCA financial advice inappropriate advice ASIC

| By Laura Dew |

Financial planning

ASIC has cancelled a Sydney AFSL for failing to pay a $64,000 AFCA determination related to inappropriate advice, which then had to be paid by the CSLR.

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 Brisbane adviser charged over dishonest conduct

Brisbane court ASIC enforcement queensland financial advice

| By Laura Dew |

Financial planning

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments for investments.

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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‘One Jenga piece away from collapse’: Fragile data systems hindering advice

data financial advisers efficiency practice management technology

| By Jasmine Siljic |

Financial planning

Inefficient data processes and systems mean advisers are spending over half of their time on product implementation and administration at the expense of clients, according to research.

AUTHOR

Jasmine Siljic

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Are real assets worth the illiquidity risk for portfolios?

financial advice portfolio construction IMAP JANA Alternatives real assets Dexus

| By Rhea Nath |

Funds management

Investment executives say the benefits of real assets for client portfolios can “absolutely” outweigh the illiquidity risk, provided there is a good understanding of its risks and returns and of client goals.

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Which priorities have fallen off ASIC’s enforcement list?

ASIC breach reporting Hall & Wilcox

| By Jasmine Siljic |

Financial planning

With the regulator announcing its enforcement focus for 2025 last week, law firm Hall & Wilcox examines the areas which have dropped down the list in priority for the regulator.

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 2 weeks 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 3 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

Lifting revenue per client tops advisers’ priority list

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Centrepoint Alliance makes senior distribution hire

AUTHOR

Laura Dew

Laura 's social profiles:

Kaplan urges advisers to meet education deadline

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Metrics expands private credit range with retail fund

AUTHOR

Laura Dew

Laura 's social profiles:

Fiducian welcomes new superannuation GM

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

ASIC cancels Sydney AFSL over unpaid AFCA determination

AUTHOR

Laura Dew

Laura 's social profiles:

Former Brisbane adviser charged over dishonest conduct

AUTHOR

Laura Dew

Laura 's social profiles:

‘One Jenga piece away from collapse’: Fragile data systems hindering advice

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Are real assets worth the illiquidity risk for portfolios?

AUTHOR

Rhea Nath

Rhea 's social profiles:

Which priorities have fallen off ASIC’s enforcement list?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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