How is outsourcing impacting Aussie funds management talent?

Kaizen Recruitment outsourcing Funds management

| By Jasmine Siljic |

With more fund managers looking to outsourced providers, two experts examines how this is affecting the local talent landscape in Australia for graduates looking to enter the sector.

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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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Why did August’s adviser exam see a lower pass rate?

exam adviser exam Joel Ronchi ASIC new entrants

| By Jasmine Siljic |

Financial planning

While the August financial advice exam saw a lower pass rate of 62 per cent compared with 70 per cent in previous sittings, this expert believes it’s for a positive reason.

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Jasmine Siljic

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Anticipating the year ahead for 5 major advice players

licensees financial advice amp insignia financial Count Financial WT Financial Group Centrepoint

| By Jasmine Siljic |

Financial planning

With the FY24 reporting season behind us, five major financial advice licensees are looking to achieve growth either through inorganic activity or internal expansion.

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Jasmine Siljic

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Banned Melbourne adviser sees order varied with jail threat

ASIC adviser ban federal court

| By Laura Dew |

Financial planning

An alleged involvement with an insurance claims business has led the Federal Court to vary the orders of a banned adviser to add the threat of jail time.

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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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AMP North makes enhancements for greater flexibility

amp amp north Platforms & wraps

| By Keith Ford |

Financial planning

The investment platform has announced several improvements, enabling advisers to create more bespoke solutions for clients as well as further exclusion options.

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Keith Ford

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Lazard brings Japanese equity fund to Aussie market

Lazard Lazard Asset Management international equities Japan

| By Rhea Nath |

Funds management

Lazard Asset Management has expanded its investment menu for Australian investors with a new Japanese equity fund.

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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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Market Volatility Playbook: Defensive Tools for Investment Portfolios

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Partner Article

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Rapid HNW expansion poses ‘significant’ advice opportunity

praemium HNW financial advisers high net worth

| By Jasmine Siljic |

Financial planning

The number of Australian high-net-worth individuals has grown by nearly 9 per cent from 2023, according to Praemium and Investment Trends, spelling positive news for financial advisers.

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Jasmine Siljic

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DASH eyes further strategic acquisitions

dash Andrew Whelan Platforms & wraps financial planning software

| By Jasmine Siljic |

Financial planning

The financial planning software and platform has reported double-digit uplift across the group in FY24, as it focuses on inorganic growth through strategic acquisitions in the year ahead.

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Jasmine Siljic

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FAAA ramps up pressure for Dixon public inquiry

CSLR Sarah Abood FPA Dixon Dixon Advisory

| By Keith Ford |

Financial planning

The Financial Advice Association Australia has written to every member of Parliament to press the case for a public inquiry into the Dixon Advisory collapse and the CSLR.

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

Adviser sees registration suspended over ROA usage

3 weeks 2 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

Adviser sees registration suspended over ROA usage

4 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

AZ NGA makes first acquisition post-Oaktree deal

1 month ago

How is outsourcing impacting Aussie funds management talent?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Why did August’s adviser exam see a lower pass rate?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Anticipating the year ahead for 5 major advice players

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Banned Melbourne adviser sees order varied with jail threat

AUTHOR

Laura Dew

Laura 's social profiles:

AMP North makes enhancements for greater flexibility

AUTHOR

Keith Ford

Keith 's social profiles:

Lazard brings Japanese equity fund to Aussie market

AUTHOR

Rhea Nath

Rhea 's social profiles:

Market Volatility Playbook: Defensive Tools for Investment Portfolios

AUTHOR

Partner Article

Partner 's social profiles:

Rapid HNW expansion poses ‘significant’ advice opportunity

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

DASH eyes further strategic acquisitions

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

FAAA ramps up pressure for Dixon public inquiry

AUTHOR

Keith Ford

Keith 's social profiles:

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