Which licensee has seen the highest adviser losses FYTD?; Financial advice M&A deals rise in Q1 2024

Wealth Data has revealed which financial advice licensee has lost the greatest number of advisers this financial year-to-date, with the firm declining by 59 advisers over the period.

With the first quarter of 2024 behind us, Money Management takes a look back at the biggest M&A deals in financial advice over the period.

In the latest Meet the Manager profile, Money Management speaks with Phillip Hudak of Maple-Brown Abbott.

Support from advisers alongside financial education continues to be an integral driver of older Australians’ contentment in retirement, according to new data from Challenger.

E&P Financial Group’s chief financial officer and joint company secretary, Stephen Hill, has announced his departure in June as the firm fills the position internally.

Income Asset Management has announced seven appointments in its fixed income team as the firm strengthens its reach across Australia.

In this episode, host Laura Dew speaks with Phillip Hudak, co-portfolio manager of the Australian Small Companies Fund at Maple-Brown Abbott, about Australian small caps and the “compelling opportunity” they present.