One-off clients pose ‘untapped opportunity’ for growth; Sequoia’s Crole expectant of higher income from new advisers

Unlocking the potential of one-off clients and transitioning them into ongoing advisory relationships start with reducing fee barriers, according to Adviser Ratings.

Expected income from advisers who joined Sequoia in FY24 is three times higher than those who departed, while the shareholder dispute has caused a “positive shake-up” in the business.

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ASIC is piloting a new portal to simplify the process of applying for an Australian financial services licence with the expectation of a formal launch in the first quarter of 2025.

Zenith Investment Partners’ research head Bronwen Moncrieff has joined fund manager Blackwattle Investment Partners.

Anja Pannek has urged organisations to measure its recruitment, retention and incentive strategies to ensure that there is gender diversity.

Alternative asset manager Longreach Alternatives is launching a specialised distribution and advisory unit to meet the rising demand for alternative investment strategies.

Investors can lock in coupon payments from global credit at yields close to historical equity returns without equity risk factors, creating a golden age for bonds, writes Adam Whiteley.