How to retain HNW advisers amid talent shortage

recruitment/financial-advisers/financial-advice/

Financial advisers in private wealth management companies are one of the most in-demand roles for this recruitment firm, sparking broader conversations about how to retain such talent once it is secured.

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Fixed income ETFs to reach US$6tn in 5 years

active-ETFs/ETFs/JPMAM/JP-Morgan/

Active ETFs have hit a “critical inflection point” with a particular growth observed in fixed income products, and JPMAM’s global head of ETFs expects the fixed income ETFs to reach US$6 trillion within the next five years.

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Copia makes second wholesale distribution appointment

Copia/Copia-Investment-Partners/distribution/

Copia Investment Partners has appointed Mac Dinsmore as distribution manager, working with wholesale clients, just weeks after hiring a Victorian business development manager.

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Bell AM makes retail distribution hire to boost adviser presence

Bell-Asset-Management/appointments/financial-advice/distribution/

Bell Asset Management has appointed Andrew Stewart from Allianz Retire+ as its new head of retail sales to strengthen its adviser presence.

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Global X grows national footprint, announces several hires

global-x/Global-X-ETFs/ETFs/

Global X ETFs has expanded its national presence by opening its first office in Western Australia, alongside announcing three new appointments.

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Adviser cops FSCP reprimand over super advice

FSCP/

A financial adviser has been given a reprimand by the FSCP for contraventions under the Corporations Act regarding superannuation advice.

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Where could ETFs go in the next 12 months?

private-markets/ETFs/State-Street/active-ETFs/Alternatives/

State Street has shared several ETF predictions for how ETFs could grow in 2025 and beyond, including a focus on artificial intelligence and alternative investments.

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RBA takes measured step amid uncertainty

The Reserve Bank of Australia (RBA) has lowered rates to a level not seen since mid-2023.

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Will advisers shun Insignia’s salaried advice model?

insignia/insignia-financial/financial-advice/Shadforth/bridges/morningstar/

The restructure of Insignia Financial’s advice network into two parts could lead to further adviser attrition than initially forecast if advisers shun the salaried model, Morningstar believes.

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Barings targets wealth market with alts products

Alternatives/wealth-managers/distribution/

The democratisation of alternatives funds was a key reason for Barings to consider entering the Australian wealth management market, its Australian wealth distribution head has stated.

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