Advice software Moneysoft acquired by retirement solutions firm

Moneysoft/M&A/fintech/financial-planning-software/

| By Jasmine Siljic |

Global retirement administration business MUFG Pension and Market Services has fully acquired Moneysoft, an Australian digital solutions provider for financial advisers.

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.

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Platinum opens door for revised Regal bid

Platinum-Asset-Management/Regal-Partners-Limited/M&A/

| By Laura Dew |

Funds management

After unanimously rejecting its first bid, Platinum Asset Management has entered into a period of due diligence with Regal Partners for the firm to submit a revised bid.

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.

View articles by Laura

Laura 's social profiles:

How did adviser numbers fluctuate in Q3 ‘24?

Wealth-Data/financial-advisers/adviser-numbers/

| By Jasmine Siljic |

Financial planning

More than half of the past 13 weeks of Q3 enjoyed a rise in financial adviser numbers, according to Wealth Data figures, an improvement on the same time a year ago.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

The ‘stroke of luck’ with Dixon collapse

Dixon-Advisory/Dixon/professional-indemnity-insurance/insurance/CSLR/AFCA/

| By Laura Dew |

Financial planning

The fallout from Dixon Advisory and effect on the professional indemnity insurance market could have been far worse, according to Numerisk’s Richard Silberman, if the product collapse hadn’t been isolated to one company.

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.

View articles by Laura

Laura 's social profiles:

A whole new ball game: Moving from sport to advice

financial-advice/financial-advisers/

| By Jasmine Siljic |

Financial planning

After making a name for themselves on the footy field and the tennis court, these two ex-sportsmen reflect on their journey into financial advice and what they learnt along the way.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Melbourne advice group joins AMP network

amp/AFSL/Melbourne/financial-advice/

| By Jasmine Siljic |

Financial planning

Stantins Financial Services, a Melbourne-based wealth management and consulting firm, has moved under AMP’s AFSL to help drive growth in the business.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Magellan adds to Airlie portfolio management team

Magellan/Airlie-Funds-Management/Schroders/australian-equities/equities/

| By Laura Dew |

Funds management

Magellan has appointed a deputy portfolio manager to work on its $705 million Airlie Australian Share Fund.

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.

View articles by Laura

Laura 's social profiles:

MFF Capital to acquire Montaka Global Investments

mergers-and-acquisitions/M&A/global-equities/equities/

| By Laura Dew |

Funds management

Listed investment company MFF Capital Investments has announced its intention to acquire Montaka Global Investments.

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.

View articles by Laura

Laura 's social profiles:

FAAA sees trust in advisers reach all time high

trust/financial-advisers/FPA/David-Sharpe/

| By Jasmine Siljic |

Financial planning

The Financial Advice Association Australia has revealed a significant 94 per cent of advised clients trust their adviser to act in their best interests, marking an all-time high.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Victorian AFSL cancelled amid ASIC investigation

ASIC/AFSL/ASIC-cancellation/

| By Laura Dew |

Financial planning

The AFSL of a Victorian firm authorised to provide financial product advice has been cancelled as the business is being wound up, and the firm is the subject of an ASIC investigation.

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.

View articles by Laura