100 advisers join Count’s expanded network

TAL/Affinia/Countplus/

| By Rhea Nath |

Count has announced the successful acquisition of financial advice business Affinia from TAL, welcoming around 100 advisers to its national community.

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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AMP scraps wealth management CEO role

amp/wealth-management/

| By Laura Dew |

People & Products

Scott Hartley is to depart AMP as the firm scraps his CEO of Australian wealth management role while CFO Peter Fredricson will depart after less than a year in the position.

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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Magellan CEO on letting staff finally be heard

Magellan/Hamish-Douglass/David-George/

| By James Mitchell |

Funds management

EXCLUSIVE Magellan boss David George has been busy creating a culture of inclusion where fresh investment ideas are generated from the bottom up and meetings are short and sharp.

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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Praemium repositions for growth following international exit

praemium/platforms/artificial-intelligence/technology/

| By Laura Dew |

People & Products

EXCLUSIVE Six months into the role, Praemium’s chief strategy officer, Denis Orrock, has explained how he is positioning the platform technology company for growth.

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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Treasury details proposed APRA and ASIC levy figures

ASIC/APRA/levy/

| By Laura Dew |

Financial planning

Treasury has issued a consultation paper detailing the proposed levy figures for APRA and ASIC in 2023-24.

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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Pinnacle founder on avoiding ‘rockstar culture’ in fund management

Pinnacle/Magellan/fund-management/

| By Laura Dew |

Funds management

Pinnacle’s founder, Ian Macoun, has explained how he has structured the firm with its affiliate boutiques in order to avoid the negative impact of key person risk.

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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Digital advice ‘market leader’ in voluntary administration

digital-advice/Financial-planning/advice-intelligence/

| By James Mitchell |

Financial planning

One of Australia’s leading providers of digital advice solutions has entered voluntary administration.

AUTHOR

James Mitchell

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Franklin Templeton CEO on the benefits of advice commission

| By Rhea Nath |

Financial planning

Around a quarter of the population would benefit from advice via commission compared to fee-based advice, particularly younger investors, according to Franklin Templeton’s chief executive, Jenny Johnson.

AUTHOR

Rhea Nath

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Ken Moelis-backed fundie bullish on credit amid debt crisis

moelis-Australia/private-credit/acquisition/

| By James Mitchell |

Funds management

EXCLUSIVE: Two years after joining forces with Ken Moelis, a New York-based asset manager is exciting Aussie investors with opportunities in US private credit amid a major banking crisis.

AUTHOR

James Mitchell

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Why GQG won’t be enamored by trendy stocks

gqg/tech-stocks/stock-picking/

| By Rhea Nath |

Funds management

Reflecting on his 30-year career, GQG chairman Rajiv Jain has stressed the importance of avoiding a dogmatic approach to allocations and why technology stocks aren’t necessarily coming back into favour.

AUTHOR

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100 advisers join Count’s expanded network

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AMP scraps wealth management CEO role

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Magellan CEO on letting staff finally be heard

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Praemium repositions for growth following international exit

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Treasury details proposed APRA and ASIC levy figures

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Pinnacle founder on avoiding ‘rockstar culture’ in fund management

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Digital advice ‘market leader’ in voluntary administration

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Franklin Templeton CEO on the benefits of advice commission

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