Booming UK advice market leaving Aussies in the dust

digital advice qoa technology

| By James Mitchell |

Technology has been instrumental in the significant growth of financial advice in the UK over the last decade and a major UK player is eager to transform the local advice market.

AUTHOR

James Mitchell

James Mitchell is a senior financial services reporter with over ten years experience. He has covered the Murray Inquiry, the Hayne royal commission and the evolution of Australia's financial intermediary sectors since 2011, with a focus on banking, superannuation, mortgages and wealth management.

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What were key ESG concerns for companies in 2022?

ESG sustainability Perennial

| By Rhea Nath |

Financial planning

A survey of 55 ASX-listed companies across various sectors and market cap sizes has explored their key ESG priorities in the last year.

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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‘Industry needs to get smarter faster’: Capital Preferences

digital advice qoa risk management

| By Laura Dew |

People & Products

Technology and research firm Capital Preferences is launching a program in Australia with several advice firms to uncover the risk preferences of their clients and how they match with portfolios.

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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Financial services giants fork out $5bn for advice remediation

remediation ASIC financial advice

| By Charbel Kadib |

Financial planning

Australians impacted by misconduct in the financial advice space have received just under $5 billion in compensation from six of the largest banking and financials services entities.

AUTHOR

Charbel Kadib

Charbel is an experienced financial services journalist, previously serving as news editor of The Adviser and Mortgage Business. Prior to joining Money Management, he also covered defence and national security developments as news editor of Defence Connect, Cyber Security Connect, and Space Connect. Charbel graduated from the University of Notre Dame with a double major in politics and journalism.

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CountPlus to acquire TAL financial advice licensee

Countplus TAL licensees

| By Rhea Nath |

Financial planning

The strategic acquisition would add over 100 advisers to its national community and bolster CountPlus’ wealth segment.

AUTHOR

Rhea Nath

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ETFs increasingly popular amongst female investors: BetaShares

ETFs BetaShares female investors

| By Jasmine Siljic |

Funds management

Women are utilising exchange traded funds to build diversified and cost-effective investment strategies, which could lead to greater gender parity, says BetaShares.

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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Treasury ordered to publish ASIC probe findings

ASIC treasury senate

| By Charbel Kadib |

Funds management

The Senate has ordered Treasury to disclose a confidential report detailing findings from a probe into alleged misconduct by ASIC's deputy chair.

AUTHOR

Charbel Kadib

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Which advice model attracts the most female advisers?

Wealth Data female advisers Colin Williams adviser movement Women in Business

| By Jasmine Siljic |

Financial planning

With recent data finding female advisers represent just 23% of total advisers, Wealth Data has revealed which advice models attract the most women.

AUTHOR

Jasmine Siljic

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AIA Australia appoints four regional managers

appointment AIA Australia insurance

| By Jasmine Siljic |

People & Products

The health and wellbeing specialist bolstered its investment into financial advice with a newly formed managerial team in its Retail Distribution business.

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Jasmine Siljic

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Franking credit reforms face Senate scrutiny

taxation treasury franking credits

| By Charbel Kadib |

Policy & Regulation

A Senate committee is set to scrutinise the Albanese government's proposed franking credit tax changes.

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 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 ago

Interesting. Would be good to know the details of the StrategyOne deal....

AZ NGA makes first acquisition post-Oaktree deal

1 month 1 week ago

Booming UK advice market leaving Aussies in the dust

AUTHOR

James Mitchell

James 's social profiles:

What were key ESG concerns for companies in 2022?

AUTHOR

Rhea Nath

Rhea 's social profiles:

‘Industry needs to get smarter faster’: Capital Preferences

AUTHOR

Laura Dew

Laura 's social profiles:

Financial services giants fork out $5bn for advice remediation

AUTHOR

Charbel Kadib

Charbel 's social profiles:

CountPlus to acquire TAL financial advice licensee

AUTHOR

Rhea Nath

Rhea 's social profiles:

ETFs increasingly popular amongst female investors: BetaShares

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Treasury ordered to publish ASIC probe findings

AUTHOR

Charbel Kadib

Charbel 's social profiles:

Which advice model attracts the most female advisers?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

AIA Australia appoints four regional managers

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Franking credit reforms face Senate scrutiny

AUTHOR

Charbel Kadib

Charbel 's social profiles:

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