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MM Newsletter
11 Nov 2024
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Latest News
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Financial planning
The ‘under the radar’ AFSL maintaining stable adviser numbers

In a time of constant adviser movements, one licensee has managed to stay “steady on their skates” over the years to sit jointly with AMP Financial Planning in having the highest number of advisers.

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Financial planning
How Viridian Advisory is creating ‘client-ready’ advisers

Viridian Advisory’s Brett Arnol has detailed how the firm’s partnership with CFS is fostering the next generation of advisers through its Professional Year program.

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Financial planning
ASIC taking ‘significant action’ against super switching promotions

ASIC commissioner Alan Kirkland has described the problem of telemarketers encouraging people to switch their super as “the worst behaviour”, and one where the regulator is taking significant action.

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Financial planning
Financial advice identified as M&A hotspot

Financial advice and its associated technology have been identified by industry experts as key hotspots in the Australian M&A landscape.

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Funds management
Platinum returns to FUM decline as it awaits revised Regal bid

Platinum Asset Management has announced its funds under management fell during October, a return to outflows after a gain in the previous month.

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Funds management
Perpetual announces asset management leadership appointments

Perpetual has announced new global leadership appointments to its asset management division, including a hire from State Street Global Advisors, as it prepares to separate into a standalone business.

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Funds management
Payton Capital expands national presence to WA

Fund manager Payton Capital, which was acquired by HMC Capital in July, has opened a new office in Western Australia and a second office in Queensland to boost its AUM.

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Funds management
Challenger appoints co-head of investment solutions

Challenger has promoted Marco Barchmann as its new co-head of investment solutions as the firm identifies funds management as one of its core strengths.

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Feature
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Features
‘Winner of hearts and minds’: Choosing the right fund manager successor

Money Management explores what is needed for a successful fund manager succession plan as a generation of managers approach retirement and how firms can mitigate the risk of outflows.

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