Financial services market facing oversupply of highly skilled execs

Kaizen-Recruitment/recruitment/hires/boards/

| By Jasmine Siljic |

The financial services industry is currently “overwhelmed with quality and quantity of candidates”, Kaizen Recruitment explains, leading executives to face 12-month long recruitment processes.

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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CFS teams up with Viridian Advisory on advice offering

CFS/viridian/financial-advice/

| By Jasmine Siljic |

Financial planning

Following its recent partnership with Otivo, Colonial First State has now announced an arrangement with Viridian Advisory to offer unadvised members with one-off, topic-based financial advice.

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Jasmine Siljic

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Equity Trustees selected as RE for 2 funds

Equity-Trustee/equity-trustees/funds-management/

| By Jasmine Siljic |

Funds management

Equity Trustees has been selected as the responsible entity for two new funds, one from Coller Capital focused on private equity and a second investing in fixed income from FIIG Securities.

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Jasmine Siljic

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Calls to scrap SOAs reemerge in Parliament amid DBFO delays

quality-of-advice-review/Stephen-Jones/Parliament/Bert-van-Manen/

| By Laura Dew |

Financial planning

Former financial adviser and Coalition backbencher Bert van Manen has introduced a bill in Parliament, building on Michelle Levy’s good advice duty and calling for SOAs to be scrapped.

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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Schroders

Insignia announces new team to drive MLC brand

insignia/insignia-financial/appointments/

| By Jasmine Siljic |

Financial planning

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand.

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Jasmine Siljic

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New entrants opting for private firms as Q3 sees adviser gains

Adviser-Ratings/financial-advice/AFSL/licensees/new-entrants/

| By Laura Dew |

Financial planning

The third quarter of 2024 saw the first positive increase in adviser numbers for 12 months, according to the latest quarterly Musical Chairs report, with new entrants overwhelmingly choosing to join privately owned firms.

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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ASIC’s ‘whack-a-mole’ problem with unlicensed advisers

Sarah-Court/ASIC/unlicensed-advice/financial-advice/enforcement/

| By Laura Dew |

Financial planning

ASIC’s Sarah Court has confirmed the regulator is carrying out systematic work on providers of unlicensed advice but admits it is a case of “whack-a-mole” when it comes to disciplining them.

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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Determining effective pricing structures in advice

advice-fee/pricing/cost/

| By Jasmine Siljic |

Financial planning

As more advisers review their fee structures, Business Health has shared six steps to calculating the price to deliver financial advice services in a profitable yet suitable way.

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Jasmine Siljic

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Fidelity creates new leadership role in Australian team

fidelity/fund-management/appointments/

| By Jasmine Siljic |

Funds management

Fidelity International has looked internally to appoint a head of strategic sales and solutions for its Australian division, which is a newly created role for the business.

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Financial services market facing oversupply of highly skilled execs

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

CFS teams up with Viridian Advisory on advice offering

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Equity Trustees selected as RE for 2 funds

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Calls to scrap SOAs reemerge in Parliament amid DBFO delays

AUTHOR

Laura Dew

Laura 's social profiles:

Insignia announces new team to drive MLC brand

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

New entrants opting for private firms as Q3 sees adviser gains

AUTHOR

Laura Dew

Laura 's social profiles:

ASIC’s ‘whack-a-mole’ problem with unlicensed advisers

AUTHOR

Laura Dew

Laura 's social profiles:

Determining effective pricing structures in advice

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Fidelity creates new leadership role in Australian team

AUTHOR

Jasmine Siljic

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