WT Financial’s Cullen shares indicative FY24 results
Licensee WT Financial Group has shared its indicative results for the 2023–24 financial year, including the impact of the Millennium3 acquisition from Insignia Financial.
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How women can harness ‘personal power’ in leadership
Former federal MP Julia Banks insists that all women can use their personal power to advocate for a more inclusive workplace and support other women.
AUTHOR
Malavika Santhebennur
Malavika Santhebennur was a news and features financial services journalist at Money Management, part of Financial Express. She has previously written in various industrial publications at Cirrus Media, including mining, food, franchising, and health.
PM Capital expands intermediary distribution team
Fund manager PM Capital has expanded its intermediary distribution team in regional Australia with an appointment from State Street Global Advisors.
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.
3 ways AFSLs can improve their PY process
As the number of new entrants to the industry passes 100 for FY25, ASIC reports that firms are finding it a positive experience and has highlighted three areas to improve the process.
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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.
Combined AMP/Entireti practices to create mega licensee
Once the AMP advice sale to Entireti is completed, the size of the combined licensees will be almost double that of the second-largest licensee Count, and the deal is being positively received by commentators and shareholders.
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.
How will advice divestment affect AMP North?
With the exit of over 1,000 advisers from AMP, questions have been asked as to how this will affect assets on the North platform.
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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.
Iress welcomes Insignia GM as super CEO
Iress has appointed Insignia Financial’s former general manager of master trust and insurance products as its newest CEO of superannuation, who will take over from Paul Giles.
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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.
Advisers neglecting active ETFs as launches fail to see momentum
While ETFs are growing in popularity with advisers, there is a growing divide in demand between those which are index and active, and advisers are “unconvinced” by the active offerings.
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.
Federated Hermes makes Aussie distribution hire
Federated Hermes has expanded its Australian and APAC distribution team with a newly created role.
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.
New advice entrants surpass 100 in FYTD
More than 100 new entrants have joined the financial advice profession so far in FY25, according to Wealth Data analysis, while AMP’s exit from advice will create a licensee shake-up.
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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