Targeting the time-poor business owner market in advice

Business-Health/JBWere/small-business/financial-advice/

| By Jasmine Siljic |

With less than one-third of Australian business owners seeing an adviser, Business Health has detailed how advice practices can successfully target this underserved client segment.

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Business Health

JBWere

small business

financial advice

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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Education and DBFO seen as priorities for Minister Mulino

Stephen-Jones/siaa/FSC/financial-advice/treasury/

| By Laura Dew |

Financial planning

The financial advice industry has reacted to the appointment of Dr Daniel Mulino as the new Minister for Financial Services, with hopes for improvements in legislation and education standards.

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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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Shaw and Partners expands Qld advice team

Shaw-and-Partners/hires/financial-advice/appointments/

| By Jasmine Siljic |

Financial planning

The investment and wealth management firm has welcomed four new hires from Bell Potter Securities, strengthening its presence in the Queensland advice market.

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AUTHOR

Jasmine Siljic

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Intelliflo reveals data dashboards amid heightened M&A

intelliflo/M&A/mergers-and-acquisitions/

| By Jasmine Siljic |

Financial planning

Financial advice technology provider intelliflo has launched three new dashboards to help advisers monitor and demonstrate their business performance as they consider inorganic growth.

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intelliflo

M&A

mergers and acquisitions

AUTHOR

Jasmine Siljic

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ASIC slaps AFSL cancellation on Qld firm

ASIC/AFSL/licence-cancellation/

| By Jasmine Siljic |

Financial planning

The corporate regulator has cancelled the AFSL of a Queensland-based financial services provider, having held the licence since mid-2016.

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ASIC

AFSL

licence cancellation

AUTHOR

Jasmine Siljic

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Passive power: Cheapest ETF products see strongest flows

Ernst-&-Young/active-ETFs/ETFs/pricing/

| By Laura Dew |

Features

While fund managers are eager to launch active ETFs to appeal to advisers, EY has found two-thirds of ETF flows are going into extremely cheap passive offerings with an expense ratio of less than 25 basis points.

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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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Rixon Capital

'Are we happy being lied to?': Spotlighting volatility levels

volatility/financial-advisers/Alternatives/private-markets/portfolio-construction/

| By Laura Dew |

Financial planning

Advisers need to closely scrutinise how much volatility exists in private assets during their portfolio construction and how this is demonstrated by the providers, according to commentators.

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portfolio construction

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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The 3 questions to transform wealth management

wealth-management/private-equity/

| By Laura Dew |

Financial planning

Consulting firm Bain & Company has shared how it believes the wealth management industry can be transformed and three questions firms should consider.

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wealth management

private equity

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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How advisers can navigate ESG fund closures

ESG/sustainable-investing/responsible-investing/morningstar/

| By Jasmine Siljic |

Financial planning

As the ESG and sustainable investment market undergoes greater consolidation, three commentators explore how financial advisers can explain a fund closure or renaming to their clients.

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ESG

sustainable investing

responsible investing

morningstar

AUTHOR

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Targeting the time-poor business owner market in advice

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Education and DBFO seen as priorities for Minister Mulino

AUTHOR

Laura Dew

Laura 's social profiles:

Shaw and Partners expands Qld advice team

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Intelliflo reveals data dashboards amid heightened M&A

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

ASIC slaps AFSL cancellation on Qld firm

AUTHOR

Jasmine Siljic

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Passive power: Cheapest ETF products see strongest flows

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Laura Dew

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'Are we happy being lied to?': Spotlighting volatility levels

AUTHOR

Laura Dew

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The 3 questions to transform wealth management

AUTHOR

Laura Dew

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How advisers can navigate ESG fund closures

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Jasmine Siljic

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