Money Management4d
Relative Return Unplugged: How will sticky inflation impact rates?
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Stephen Miller, market strategist at GSFM, to unpack the latest inflation figures ...
Money Management5d
Why do some advisers see more referrals than others?
In much the same way that medical specialists benefit from referrals from general practitioners, financial planners have much to gain from referral arrangements with other professional advisers, ...
Money Management4d
ASIC details financial advice breach reports in FY24
ASIC has shared the percentage of breach reports that related to financial advice in FY24 as it breaks down the total volume submitted by licensees. The reportable situations regime requires licensees ...
Money Management4d
Australian private markets manager detracts from Pacific Current FUM
Pacific Current (PAC) has seen a slight decrease in funds under management (FUM), driven by outflows from an Australian partner. In a quarterly FUM update for the three months to 30 September, the ...
Money Management5d
Tailoring advice for different generations
Colonial First State (CFS) has shared key strategies for advisers to use for their varying different demographics with a focus on building relationships rather than transactions. In a webinar, former ...
Money Management5d
Govt underestimating the importance of ‘adviser’ name: FAAA
Minister for Financial Services Stephen Jones has continued to cite the new class of advisers as a way to reduce legislative complexity in financial advice. The minister spoke at the AFR Super and ...
Money Management5d
‘No blanket rule’ in assessing large-scale advice complaints
The Australian Financial Complaints Authority (AFCA) has detailed how it deals with systemic issues, known as batch matters. Dixon Advisory is an example of what AFCA considers to be a batch matter ...
Money Management5d
What makes a top advice leader?
Adviser Ratings has shared the characteristics of leaders from top advice firms. A top advice firm is described as one with a profit margin of more than 40 per cent and which is actively expanding its ...
Money Management6d
Advisers eager to increase private equity allocations
Half of financial advisers and wealth managers in Asia-Pacific plan to increase their clients’ exposure to private equity and multiprivate asset solutions, according to a survey by Schroders. Over ...
Money Management5d
Sequoia makes ‘increased focus’ on growing salaried advisers
Advice licensee Sequoia has shared an update on the streamlining of its operations in the new financial year, following an attempted shareholder rout. Earlier this year, the firm was subject to a ...
Money Management4d
A New Chapter in Defence – Focus on Protection, Not Aggression
Modern defence planning has shifted towards safeguarding nations through a combination of technology-driven innovations and essential defence infrastructure. As the global landscape evolves, defence ...
Money Management5d
How many Dixon complaints has AFCA processed?
The Australian Financial Complaints Authority (AFCA) has revealed the number of Dixon Advisory and Superannuation Services (DASS) complaints it has closed. As of 30 June 2024, AFCA confirmed the total ...