The business cost of losing a staff member

striver recruitment financial advisers retention

| By Jasmine Siljic |

While hiring new staff in a financial advice practice inevitably incurs expenses, Striver’s Alisdair Barr says the greater business cost can come from losing the skills of a valuable team member.

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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.

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Challenger director departs after Apollo reduction

challenger boards

| By Laura Dew |

Funds management

Challenger director Matthew Michelini has stepped down from the board with immediate effect in light of Apollo reducing its stake in the business.

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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.

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Sequoia to divest Informed Investor

Sequoia

| By Laura Dew |

Financial planning

Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary which it acquired in April 2022.

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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.

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The advice channels reporting largest YTD gains and losses

Wealth Data accounting financial advice holistic advice Colin Williams

| By Jasmine Siljic |

Financial planning

Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice.

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Jasmine Siljic

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How much time do managed accounts save advisers?

managed accounts lonsec elixir consulting financial advice practice management

| By Jasmine Siljic |

Financial planning

Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved.

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Jasmine Siljic

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FSC appoints deputy chair

financial services council FSC Alexis George amp chair

| By Laura Dew |

Funds management

The Financial Services Council has appointed a new deputy chair for its board.

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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.

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How AFSLs can reduce advisers' compliance frustrations

ASIC Joe Longo compliance licensees

| By Laura Dew |

Funds management

ASIC chair Joe Longo has told compliance professionals they need an “attitude of compliance” beyond written policies, how can AFSLs achieve this without alienating their advisers?

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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.

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Seeking feedback to boost client retention

Business Health client relationships financial advisers

| By Jasmine Siljic |

Financial planning

With only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool for client retention.

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Jasmine Siljic

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Uranium Supply Approaches a Tipping Point

Premium Content

| By partnerarticle |

Knowledge Centre

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Partner Article

Our partner businesses are invited to pen articles that offer unique insight from within the industry for the benefit of our readers. If you read something you would like to learn more about you can contact our partners direct or we are happy to put you in touch.

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Exploring the areas where AFSLs come unstuck

Dixon Advisory Dixon CSLR insurance

| By Laura Dew |

Financial planning

As the government announces a public inquiry into the collapse of Dixon Advisory, risk adviser Richard Silberman has detailed the three areas that typically lead to an AFSL's collapse.

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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