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AMP’s $100M BOLR bill a win for all sides

Advisers won the case against a well-armed opponent and can move on with more financial parity, while AMP’s shareholders and executives can put a long-overdue cap on the damage caused by this at-times acrimonious dispute.

Tahn Sharpe | 27th Nov 2023 | More
Advisers want one thing above all else from their fund managers: Report

Advisers still place a lot of emphasis on historical performance and fees when they sum up the value of a fund manager, but it’s the thinking behind their investment process that really matters.

Tahn Sharpe | 20th Nov 2023 | More
  • OpenInvest hunts ‘buyer with a bigger balance sheet’ in search for scale

    Despite a unique value proposition and some notable backers, wealth admin platform OpenInvest finds itself once again looking for capital. “We’ve had mixed results,” says founder Andrew Varlamos.

    Tahn Sharpe | 13th Nov 2023 | More
    Shareholder groups ASA and AIA merge to create ‘powerful entity’

    The Australian Shareholders’ Association and the Australian Investors Association have agreed to amalgamate in the new year, seeking to grow their membership and influence as a unified leader in advocacy and education.

    Lisa Uhlman | 9th Nov 2023 | More
  • So how much revenue does the average financial adviser pull in, anyway?

    While one listed group reported $236K revenue per adviser, another said its advisers brought in $600K each. But the extraordinary delta is more a function of business models than adviser performance, however.

    Tahn Sharpe | 26th Oct 2023 | More
    Life insurance industry ‘slowly losing relevance’: Capgemini

    A confluence of factors has seen the life insurance industry lose significant ground across the globe, according to the French multinational. The Australian industry’s own problems are unique, but the broader trend is the same. So is the solution, pundits reckon.

    Tahn Sharpe | 23rd Oct 2023 | More
    All at once, government data finally catches up to adviser shortage

    Even when thousands more advisers left the industry in 2022, bringing the cohort down from 28,000 in 2018 to a total of around 17,000, there was still no shortage according to the government’s own skills commission.

    Tahn Sharpe | 9th Oct 2023 | More
    AMP spending goodwill it doesn’t have with BOLR pushback

    AMP’s executive spine has done a remarkable job of arresting the company’s decline, but its refusal to accept the court’s decision that it shortchanged advisers on BOLR deals is an egregious misstep that could put its trust account with those advisers back in the red.

    Tahn Sharpe | 29th Sep 2023 | More
    Count picks up Diverger in blockbuster licensee acquisition

    The purchase comes after a turbulent couple of years for Diverger, which was formerly a collection of dealer groups under the Easton Investments banner.

    Tahn Sharpe | 22nd Sep 2023 | More
  • For advice practices, getting the tech right is key to the bottom line

    Financial advice practices will find it harder to grow and scale their businesses in an increasingly tech-driven world if they aren’t making smart technology decisions, says Finura’s Peter Worn.

    Lisa Uhlman | 7th Sep 2023 | More
    90% of FPA, AFA members have renewed with FAAA since merger

    Of the 8,946 practitioner advisers who belonged to either industry group before their April merger, 8,093 have renewed their membership with the merged entity. The FAAA was “very pleased” with the 90 per cent renewal rate, its CEO said, urging stragglers to renew before a grace period ends next month.

    Lisa Uhlman | 28th Aug 2023 | More
    ‘Micro AFSLs’ surge as dealer group models lose grip on advice licensing

    The quantum of licensees may be growing, but none of that growth is coming from the big end of town. Advice groups are increasingly eschewing larger groups and pursuing autonomy in the way they run their practice.

    Tahn Sharpe | 21st Aug 2023 | More
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