Bridging the value gap for prospective clients

| By Jasmine Siljic |

Given the clear divergence between the cost of financial advice and clients’ willingness to pay, two experts explore how advisers can transform the way they convey value to potential clients.

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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Insignia appoints super CEO from ART

| By Laura Dew |

Superannuation

As part of its executive leadership refresh, Insignia has appointed Dave Woodall as its chief executive for superannuation.

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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Submissions open for Women in Finance Awards 2024

| By Malavika |

Financial planning

Money Management is now accepting nominations and submissions for the Women in Finance Awards, to be held in November 2024.

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.

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Aussie investors flee active sustainable funds

| By Laura Dew |

Funds management

Australian and New Zealand sustainable funds saw outflows of more than $1.2 billion in the second quarter of 2024, according to Morningstar, with active strategies accounting for the majority.

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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Tyndall Asset Management

For more than 30 years our Australian equity funds have been well-rated by the research community and earned us a number of industry awards. Our single-minded focus on Australian equities helps us deliver repeatable, sustainable and consistent investment outcomes for our clients.

How much could adviser numbers grow by in 5 years?

| By Laura Dew |

Financial planning

A new report has forecast how adviser numbers would look in five years’ time and the rate of expected annual 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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Insignia staff at risk of slashed redundancy provisions

| By Keith Ford |

Financial planning

Insignia Financial has proposed slashing staff redundancy pay arrangements by 58 weeks, potentially making it one of the lowest in the industry.

AUTHOR

Keith Ford

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Platinum unveils strategic plan for LICs

| By Laura Dew |

Funds management

Following a strategic review, Platinum has announced it will merge its two listed investment companies with two of its quoted managed hedge funds.

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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Adelaide-based advice firm makes leadership promotion

| By Jasmine Siljic |

Financial planning

Financial advisory group Providence Wealth South Australia has promoted its co-founder to the role of director to help steer the future direction of the business.

AUTHOR

Jasmine Siljic

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Maple-Brown Abbott to be acquired

| By Laura Dew |

Funds management

Maple-Brown Abbott has finalised an agreement to be acquired by a rival fund manager to create a firm with $18.6 billion in assets under management, just two months after its former CEO exited to lead Magellan.

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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Bridging the value gap for prospective clients

AUTHOR

Jasmine Siljic

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Insignia appoints super CEO from ART

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Submissions open for Women in Finance Awards 2024

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Malavika Santhebennur

Malavika 's social profiles:

Aussie investors flee active sustainable funds

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Laura Dew

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How much could adviser numbers grow by in 5 years?

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Laura Dew

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Insignia staff at risk of slashed redundancy provisions

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Keith Ford

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Platinum unveils strategic plan for LICs

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Laura Dew

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Adelaide-based advice firm makes leadership promotion

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Maple-Brown Abbott to be acquired

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