FSI announces inaugural chief commercial officer

FSI/First-Sentier-Investors/

| By Rhea Nath |

First Sentier Investors has announced two key promotions in its leadership team, with a new global head of distribution and marketing and the newly created role of chief commercial officer.

AUTHOR

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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Advisers outline cautious optimism heading into 2025

Schroders/

| By Rhea Nath |

Funds management

Global wealth advisers are cautiously optimistic about the future, with many expecting to meet their clients’ financial goals over the next few years despite economic challenges, according to Schroders.

AUTHOR

Rhea Nath

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Financial adviser numbers remain steady above 15,500

Wealth-Data/Colin-Williams/financial-adviser/

| By Shy-Ann Arkinstall |

Financial planning

After weeks of fluctuating above and below 15,500, adviser numbers have maintained their hold above the line for three consecutive weeks.

AUTHOR

Shy-Ann Arkinstall

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NSW advice firm sees AFSL cancelled

ASIC/CSLR/

| By Rhea Nath |

Financial planning

An advice AFSL has seen its licence cancelled by ASIC this month for failing to pay an AFCA determination, which was then covered by the CSLR.

AUTHOR

Rhea Nath

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FAAA calls for Dixon compensation to be expanded beyond advice

Dixon/AFCA/

| By Laura Dew |

Financial planning

The FAAA’s Phil Anderson believes the problem with Dixon Advisory is “much bigger than an advice issue” and the levy to pay for it should be expanded beyond the financial advice sector.

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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Employee burnout sitting at ‘alarming levels’

mental-health/stress/workplace-wellbeing/Robert-Half/

| By Rhea Nath |

Financial planning

Advice professionals are being encouraged to proactively engage with their staff on mental wellbeing, with a new report finding a surge in employee exhaustion and stress over the past year.

AUTHOR

Rhea Nath

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ASIC’s Kirkland warns on Shield advice misconduct

ASIC/

| By Laura Dew |

Financial planning

ASIC commissioner Alan Kirkland says the problems regarding advisers recommending clients to invest in the troubled Shield Master Fund are far from being an “isolated incident”.

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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FAAA shares 5-year plan

financial-advice/regulation/

| By Laura Dew |

Financial planning

FAAA chair David Sharpe says its members are ready to control their own professional standards via co-regulation as the organisation shares its five-year roadmap.

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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Industry redundancies raise questions about talent loyalty

insignia/hiring/

| By Rhea Nath |

Funds management

As cost-cutting programs drive a rise in wealth management redundancies, a recruitment consultant suggests highly regarded talent are seeing their loyalty tested in an uncertain market.

AUTHOR

Rhea Nath

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Advisers bullish on global equities but valuations a worry

Fidante/global-equities/Australian-small-caps/equities/

| By Rhea Nath |

Funds management

A new survey has found advisers are planning to increase allocations to global equities as well as Australian small caps in the next six months, however they believe high valuations in the market remain concerning.

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FSI announces inaugural chief commercial officer

AUTHOR

Rhea Nath

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Advisers outline cautious optimism heading into 2025

AUTHOR

Rhea Nath

Rhea 's social profiles:

Financial adviser numbers remain steady above 15,500

AUTHOR

Shy-Ann Arkinstall

Shy-Ann 's social profiles:

NSW advice firm sees AFSL cancelled

AUTHOR

Rhea Nath

Rhea 's social profiles:

FAAA calls for Dixon compensation to be expanded beyond advice

AUTHOR

Laura Dew

Laura 's social profiles:

Employee burnout sitting at ‘alarming levels’

AUTHOR

Rhea Nath

Rhea 's social profiles:

ASIC’s Kirkland warns on Shield advice misconduct

AUTHOR

Laura Dew

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FAAA shares 5-year plan

AUTHOR

Laura Dew

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Industry redundancies raise questions about talent loyalty

AUTHOR

Rhea Nath

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Advisers bullish on global equities but valuations a worry

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Rhea Nath

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