‘This isn’t dating, it’s a marriage’: Choosing the right investment provider

investment manager IMAP managed accounts financial advisers MLC Asset Management outsourcing

| By Jasmine Siljic |

For financial advisers looking to outsource their investment decision-making, selecting the right investment provider means prioritising cultural alignment and scalability to last long-term.

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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WT Financial bids farewell to 7 advisers

Wealth Data adviser numbers WT Financial Group licensees AFSL

| By Jasmine Siljic |

Financial planning

WT Financial lost seven advisers over the past week, but overall adviser numbers have welcomed a third consecutive week of double-digit growth.

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Jasmine Siljic

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The 7 megatrends set to transform the advice ecosystem

Deloitte iress financial advisers financial advice intergenerational wealth retirement planning

| By Jasmine Siljic |

Features

A new report has unearthed seven key megatrends that financial advisers need to prepare for to stay ahead of the game and not be left behind by peers.

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Jasmine Siljic

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Could AZ NGA be the target of a US giant?

Oaktree Capital Management AZ NGA M&A financial advice

| By Jasmine Siljic |

Financial planning

Financial advice group AZ NGA is reportedly in “exclusive negotiations” with US asset manager Oaktree Capital about the firm coming on board as a possible growth partner.

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Jasmine Siljic

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ASIC FAR compliance program just days away

ASIC financial adviser register compliance experience pathway AFSL

| By Laura Dew |

Financial planning

There is less than a week to go before ASIC commences a compliance program on 1 August to ensure licensees have correct FAR records, and enforcement action is possible if details are incorrect.

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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Regal M&A boosts FUM by a third

Regal Partners Limited regal M&A

| By Laura Dew |

Funds management

Having completed the acquisitions of Merricks Capital and Argyle Group, funds under management at Regal Partners has risen 35 per cent to $16.5 billion.

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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NSW adviser banned over inappropriate advice

ASIC financial advice inappropriate advice

| By Laura Dew |

Financial planning

An NSW-based adviser has been banned from providing financial services for five years for inappropriate advice and the AFSL of his business has been cancelled by ASIC.

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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Rhombus Advisory shakes up top licensee ranking

insignia financial insignia Wealth Data amp WT Financial Group Centrepoint adviser numbers

| By Jasmine Siljic |

Financial planning

The introduction of Rhombus Advisory has caused a shift in the top advice licensees as Insignia separates its advice business into two channels.

AUTHOR

Jasmine Siljic

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Invest Blue’s productivity boon from 9-day fortnight

Invest Blue financial advice recruitment work life balance employment

| By Jasmine Siljic |

Financial planning

Nearly 18 months since Invest Blue adopted its nine-day fortnight structure to support employee wellbeing, the national advice firm has enjoyed positive results across all metrics.

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Jasmine Siljic

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Bridging the value gap for prospective clients

netwealth cost of advice fees value for money financial advisers

| By Jasmine Siljic |

Financial planning

Given the clear divergence between the cost of financial advice and clients’ willingness to pay, two experts explore how advisers can transform the way they convey value to potential clients.

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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

1 month 2 weeks 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

1 month 2 weeks ago

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

AZ NGA makes first acquisition post-Oaktree deal

1 month 3 weeks ago

‘This isn’t dating, it’s a marriage’: Choosing the right investment provider

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

WT Financial bids farewell to 7 advisers

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

The 7 megatrends set to transform the advice ecosystem

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Could AZ NGA be the target of a US giant?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

ASIC FAR compliance program just days away

AUTHOR

Laura Dew

Laura 's social profiles:

Regal M&A boosts FUM by a third

AUTHOR

Laura Dew

Laura 's social profiles:

NSW adviser banned over inappropriate advice

AUTHOR

Laura Dew

Laura 's social profiles:

Rhombus Advisory shakes up top licensee ranking

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Invest Blue’s productivity boon from 9-day fortnight

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Bridging the value gap for prospective clients

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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