WT Financial and Sequoia boost adviser numbers

Wealth-Data/WT-Financial/WT-Financial-Group/Sequoia-financial-group/Sequoia/

The Australian financial advice industry has risen by more than 20 advisers this week, with nearly half joining WT Financial and Sequoia.

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Nurturing the next generation in 2025

professional-year/new-entrants/adviser-exam/

Two financial advice professionals have shared their tips for success when building an effective Professional Year program as more advisers look to bring on junior staff to their practices.

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Licensees help Netwealth report $4.5bn inflows

netwealth/platforms/financial-advice/

New adviser and licensee relationships have helped Netwealth to expand its business pipeline in the latest quarter as it reports $4.5 billion in quarterly inflows.

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Advisers take control with smart beta ETFs

BetaShares/ETFs/Smart-beta/fund-managers/VanEck/

There has been a “noticeable uptick” in the use of smart beta ETFs by advisers and sophisticated investors, according to Betashares, who are using the vehicles to take control of their portfolio construction.

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Relative Return Unplugged: Leadership in a changing world – Trump’s influence on DEI and beyond

Podcast/Relative-Return/

Donald Trump’s presidency has already begun reshaping the corporate and political landscape in the US, with exec

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The final adviser exit tally for 2024

financial-advice/Wealth-Data/adviser-numbers/

Numbers are in for 2024, with Wealth Data confirming how many advisers left during the calendar year and which business models saw the largest growth in terms of new licensees.

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Praemium enjoys 2-year net inflow high

praemium/Powerwrap/platforms/anthony-wamsteker/

Praemium has seen its highest net inflows in over two years for Q2 FY25 as its Powerwrap platform returns to inflows after five consecutive quarterly outflows.

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Insignia announces $2.3bn quarterly inflows, third Bain Capital bid

insignia-financial/insignia/Scott-Hartley/private-equity/platform/wraps/

Insignia Financial has announced total quarterly net inflows of $2.3 billion as well as a third bid from Bain Capital.

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Harnessing DBFO for client-centric fee models

Adviser-Ratings/pricing/advice-fees/quality-of-advice-review/

As DBFO reforms around fees take effect, Adviser Ratings explores how advice businesses can adopt more transparent and client-centric pricing models in 2025.

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The FSC’s fund management reforms for government

FSC/fund-management/government/federal-election/Jim-Chalmers/

The FSC has announced 15 proposals ahead of the federal election which it hopes will increase the competitiveness of Australia’s financial services sector, including six with a focus on fund managers.

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