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Hub 24 collecting $1 billion per month

HUB24 (ASX:HUB) – Shares in the leading wealth management platform are rallying on the back of record second-quarter net inflows of $3.6 billion. This includes $349 million moved to the new Rhythm Super product, a private-label wealth management platform owned by Insignia Financial (ASX: IFL), the former IOOF. The strong quarter means the group is…

Ishan Dan | 20th Jan 2022 | More
Dixon Advisory files for voluntary administration

On Wednesday, Dixon Advisory & Superannuation Services, the division of ASX-listed E&P Financial Group (ASX:EP1) that was focused on delivering financial advice to high-net-worth clients for several decades, filed for voluntary administration. This marks the beginning of the end for what initially appeared to be an Australian success story.  According to the ASX announcement, administrators…

Drew Meredith | 20th Jan 2022 | More
  • Time to take a stand on punitive financial advice compliance

    Dissatisfied with the way in which financial advisers are being treated, the Association of Independently Owned Financial Professionals (AIOFP) has taken a stand, launching a political movement to voice their concerns. The body says, “the current Coalition government have unfairly targeted financial advisers for their own political purposes. Consumers have become collateral damage by either…

    Ishan Dan | 17th Jan 2022 | More
    Legal practice popular with advisers acquired

    Dwindling financial adviser numbers have dropped below the 20,000 mark, hitting a five-year low.  And although it’s been a difficult few year for some wealth managers, others have evolved during the pandemic, finding themselves head and shoulders above the rest. Sequoia Financial Group (ASX: SEQ) is one of these, having recently acquired Topdocs Legal, a…

    Ishan Dan | 13th Jan 2022 | More
  • Mental health: enough awareness; action needed

    Thanks in part to the pandemic, employers now have sufficient awareness of mental health problems in the workforce, their human and economic costs. Now is the time for programs to solve them. A multi-country, multi-industry webinar last week (December 9) looked at how employers should learn from the impact of Covid-19 and put in place…

    Greg Bright | 13th Dec 2021 | More
    ASIC launches financial advice hub

    These days, becoming a financial adviser is no easy feat. Following the banking and financial services Royal Commission, the bar was raised, with higher education and professional standards put in place to lift the education, training and ethical standards of financial advisers. Financial advisers must be licensed (hold an AFSL) and new advisers must have…

    Ishan Dan | 9th Dec 2021 | More
    As adviser numbers dwindle, pressure turns to industry funds

    As the FASEA exam deadline of 1 January 2022 nears, the significant impacts on the financial advice industry continue to garner headlines. According to reports, total adviser numbers have now fallen to below 19,000 with many more set to leave in 2022. Similarly, statistics suggest there are as many as 2 million unadvised clients in…

    Drew Meredith | 6th Dec 2021 | More
    Getting in sync with the mega-trends

    One of the more unique offerings in the active global equity sector is the Insync Global Quality Equity Fund, run by the fund manager of the same name. Established in October 2009 as the Insync Global Titans Fund – its name was changed in July 2018 – the fund is a high-conviction, active manager that…

    James Dunn | 6th Dec 2021 | More
    Eleece Quilliam discusses the power of communication

    If the financial advice industry needed a passionate advocate, it only has to call on Eleece Quilliam. The National Manager of Invesco Consulting in Australia is impressively adamant in her belief in the importance of advice. “I love working with advisers, because I genuinely believe that what they do is up there with the likes…

    James Dunn | 6th Dec 2021 | More
  • Communicating your value

    Invesco Consulting has been working to understand the language of value, cost and their intrinsic link in financial advice for more than two decades. Our extensive research conducted in conjunction with political consultants and word specialists Maslansky + Partners, illustrates how language plays a vital role in effectively communicating an advisers’ value to current and…

    Eleece Quilliam | 11th Nov 2021 | More
    Two-stage registration for advisers

    The recently passed Better Advice Act is still being filtered through both the regulator and the industry in general, but more specifics are quickly becoming available. There were three key changes as part of the new legislation, which included ASIC taking over as the Single Disciplinary Body from 1 January 2022. The Financial Services and…

    The Inside Adviser | 4th Nov 2021 | More
    Pressure on advisers to sharpen crypto knowledge

    Coalition Senator Andrew Bragg may have become a hero to digital asset and cryptocurrency enthusiasts in Australia and around the world. The release last week of the Senate Select Committee on Australia as a Technology and Financial Centre’s Final Report flagged a number of recommendations that will further the legitimacy of the burgeoning sector. The…

    Drew Meredith | 25th Oct 2021 | More
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