New entrants see lowest FY25 volume; Cracking the code to scaled advice delivery
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MM Newsletter
25 Oct 2024
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Latest News
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Financial planning
New entrants see lowest FY25 volume

Rhombus Advisory and WT Financial Group are among the AFSLs seeing adviser declines this week, as only three new entrants join the profession.

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Financial planning
Cracking the code to scaled advice delivery

Strategic technology integration and clearly defined advice propositions are two critical elements for building a successfully scaled advice model, Adviser Ratings unpacks.

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Promoted Content
ETF Impact Report 2024-2025: The Next Wave of Innovation

From ETF research and global trend analysis to emerging opportunities and top predictions for the future, the report will help you stay on top of this dynamic market.

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Financial planning
Insignia bleeds $1bn in quarterly outflows

Insignia Financial suffered total net outflows of $1 billion in its first quarterly update for FY25, however reported overall growth in its funds under management and administration.

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Financial planning
PictureWealth appoints head of advice

National advice licensee PictureWealth has appointed John Bezich in a newly created role of head of advice.

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Financial planning
Qld advice firm sees AFSL cancellation

ASIC has cancelled the AFSL of a Queensland-based advice firm and is aware it had recommended investments that included the now-liquidated Global Capital Property Fund and the Shield Master Fund.

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Funds management
Perennial Partners appoints BDM for
southern Australia

Perennial Partners has appointed a new regional manager for the southern states after the predecessor in the role left to join Schroders.

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Podcast
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Editorial
Relative Return: Guiding clients through
policy overhauls

In this episode of Relative Return, host Maja Garaca Djurdjevic speaks with Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Rising Tide Financial Services, to discuss the challenges posed by evolving superannuation and tax policies.

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