‘Never been busier’: The value of advice in regional Australia

regional/financial-advice/rural/client-relationships/

| By Jasmine Siljic |

With regional and rural suburbs exhibiting high spare capacity to invest, Money Management speaks to three regional advisers on the opportunities beyond the major cities and the importance of a strong network.

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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Iress boosts APAC wealth propositions team

iress/appointment/XPLAN/financial-planning-software/

| By Jasmine Siljic |

Financial planning

The software provider has made several appointments in its APAC wealth propositions team, with a focus on driving growth across digital advice, Xplan and strategic partnerships.

AUTHOR

Jasmine Siljic

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The 2 platforms set to become the Apple of wealth tech

platforms/technology/fintech/HUB24/netwealth/

| By Jasmine Siljic |

Financial planning

Platform consolidation is expected to accelerate among financial advisers this year, as software company Finura pinpoints which two platforms are set to be the winners, thanks to this trend.

AUTHOR

Jasmine Siljic

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Reinvention critical for success in next decade

Financial-Services/PwC/asset-management/wealth-management/

| By Laura Dew |

Funds management

Some 42 per cent of CEOs say they are actively reinventing their business to stay relevant in the next decade, with consumer services the most common choice for asset and wealth managers.

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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HUB24 announces Xplore MDA closure

HUB24/Xplore-Wealth/platforms/

| By Keith Ford |

Financial planning

The platform has announced it plans to close its Xplore managed discretionary account service in 2026 which holds $2 billion in funds under administration.

AUTHOR

Keith Ford

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Former Ophir CEO takes on new PE role

Ophir/ceo/appointments/private-equity/

| By Laura Dew |

Funds management

Former Ophir Asset Management chief executive, George Chirakis, has joined private equity manager Scarcity Partners, while the asset manager has appointed a replacement from Macquarie.

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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Australian Unity restructures Healthcare fund team

australian-unity/healthcare/real-estate/appointments/

| By Laura Dew |

Funds management

Australian Unity has appointed a fund manager for its Healthcare Property Trust, joining from Centuria Healthcare, as it restructures the product with a series of senior appointments.

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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Fund managers ease adviser fears with semi-liquid products

liquidity/private-markets/private-credit/UBS/Morgan-Stanley/State-Street/

| By Laura Dew |

Funds management

Financial advisers nervous about the liquidity of private markets funds for their retail clients are the target of fund managers launching semi-liquid products which offer greater flexibility and redemptions.

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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Staying on track as a responsible manager

law/Holley-Nethercote/compliance/responsible-managers/ASIC/

| By Laura Dew |

Financial planning

With Sanlam Private Wealth coming under ASIC pressure regarding the number of responsible managers in its business, law firm Holley Nethercote explores what the role entails and how to stay on the right side of the law.

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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Pendal’s Blayney joins Evidentia Group

pendal/Pendal-Group/appointment/

| By Jasmine Siljic |

Funds management

Former Pendal head of multi-asset Michael Blayney has been appointed as a member of the investment committee at specialist managed accounts provider Evidentia Group.

AUTHOR

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‘Never been busier’: The value of advice in regional Australia

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Iress boosts APAC wealth propositions team

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

The 2 platforms set to become the Apple of wealth tech

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Reinvention critical for success in next decade

AUTHOR

Laura Dew

Laura 's social profiles:

HUB24 announces Xplore MDA closure

AUTHOR

Keith Ford

Keith 's social profiles:

Former Ophir CEO takes on new PE role

AUTHOR

Laura Dew

Laura 's social profiles:

Australian Unity restructures Healthcare fund team

AUTHOR

Laura Dew

Laura 's social profiles:

Fund managers ease adviser fears with semi-liquid products

AUTHOR

Laura Dew

Laura 's social profiles:

Staying on track as a responsible manager

AUTHOR

Laura Dew

Laura 's social profiles:

Pendal’s Blayney joins Evidentia Group

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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