New entrants remain committed to advice, but are there enough?

new-entrants/financial-advice/graduate-program/students/

| By Jasmine Siljic |

The proportion of new entrants who decide to remain in the financial advice profession is on the rise but overall numbers are still insufficient, according to Wealth Data’s Colin Williams.

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new entrants

financial advice

graduate program

students

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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AMP BOLR settlement yet to be filed in court, says Corrs

amp/bolr/federal-court/

| By Laura Dew |

Financial planning

Corrs Chambers Westgarth, the law firm handling AMP’s buyer of last resort proceedings, says it is yet to file documents relating to the settlement sum, as the case management date is pushed back multiple times.

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amp

bolr

federal court

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 Schroders Australia CEO joins private markets manager

Schroders/Spire-Capital/private-markets/

| By Laura Dew |

Funds management

Private markets firm Spire Capital has appointed former Schroders Australia chief executive, Sam Hallinan, as a partner as it seeks to expand its reach with financial advisers.

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Schroders

Spire Capital

private markets

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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The licensee leading YTD organic adviser growth

Wealth-Data/centrepoint-alliance/licensees/adviser-movement/Colin-Williams/

| By Jasmine Siljic |

Financial planning

With an increase of 25 advisers since the start of the year, Wealth Data has identified the licensee seeing the largest organic adviser growth.

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AUTHOR

Jasmine Siljic

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How can advisers avoid a PI claim?

PI-insurance/Adviser-Ratings/complaints/

| By Jasmine Siljic |

Financial planning

A complex series of factors can cause financial advisers to get caught up in professional indemnity insurance claims – Numerisk’s Richard Silberman shares how to avoid such events.

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PI insurance

Adviser Ratings

complaints

AUTHOR

Jasmine Siljic

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ASIC hands down permanent ban to crypto fund director

ASIC/cryptocurrency/digital-assets/

| By Rhea Nath |

Funds management

The corporate regulator has handed down a permanent ban to the director of a crypto fund, whom it deemed to lack “integrity, trustworthiness and judgement”.

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ASIC

cryptocurrency

digital assets

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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Relative Return: Looking beyond the Magnificent Seven

Podcast/Relative-Return/

| By Laura Dew |

Editorial

In this episode, host Laura Dew speaks with Christopher Chen, senior investment director, Asia Pacific, at American Century Investments, about global small caps, technology stocks, and why ESG is not a political statement.

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Podcast

Relative Return

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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Iress and Striver partner to support advice talent pipeline

iress/education/striver/graduate-program/

| By Jasmine Siljic |

Financial planning

Iress has announced a partnership with financial services career provider Striver to encourage new graduates and career changers into the financial advice industry.

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AUTHOR

Jasmine Siljic

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Financial services class actions rise 69%

cryptocurrency/ESG/law-firms/legal/class-action/

| By Jasmine Siljic |

Financial planning

Financial services class actions are back on the agenda after a ‘brief reprieve’ in recent years, reporting a 69 per cent rise in 2023, with crypto and ESG matters expected to fuel future actions.

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AUTHOR

Jasmine Siljic

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Perth wealth manager expands to regional WA with accountancy partnership

wealth-management/Perth/private-wealth/intergenerational-wealth/rural/regional/

| By Laura Dew |

Financial planning

A Perth private wealth firm has expanded to take advantage of the demand for advice in regional Western Australia, driven by rising land values and intergenerational wealth transfer.

Read more about:

wealth management

Perth

private wealth

intergenerational wealth

rural

regional

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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Iress and Striver partner to support advice talent pipeline

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