With Finchley & Kent coming in second place for adviser growth in 2024, its managing director shares why word-of-mouth referrals are critical to its success. Wealth Data’s recent calendar year wrap-up ...

Franklin Templeton has launched a new active exchange-traded fund (ETF) for investors seeking stable and growing income streams. The investment manager unveiled the Martin Currie Real Income Fund - ...

The platform market is more likely to grow than consolidate in the upcoming years, according to platform expert Recep Peker. Last week, Money Management wrote that the “era of platform promiscuity” – ...

Insignia Financial has looked internally to appoint its new chief technology officer (CTO), following the announcement of its new operating model last July. The wealth management firm confirmed that ...

Advice veteran Paul Harding-Davis is to step down from licensee AdviceIQ Partners after eight years, and the business has appointed a new general manager. Harding-Davis has worked as general manager ...

Iress has announced several appointments in its APAC wealth propositions team. The software provider confirmed that it has expanded the team with a number of newly created roles, focusing on executing ...

Donald Trump’s presidency has already begun reshaping the corporate and political landscape in the US, with executive orders rolling back diversity, equity, and inclusion (DEI) initiatives and clean ...

Platform consolidation is expected to accelerate among financial advisers this year, as software company Finura pinpoints which two platforms are set to be the winners. According to the wealth ...

With Sanlam Private Wealth (SPW) coming under ASIC pressure regarding the number of responsible managers (RMs) in its business, law firm Holley Nethercote explores what the role entails. At the end of ...

Adviser Ratings has explored how advice businesses can adopt more transparent and client-centric fee models in 2025. The first tranche of the Delivering Better Financial Outcomes (DBFO) reforms, which ...

Final numbers are in for the 2024 calendar year, showing the financial planning (holistic advice) business model saw the largest growth in terms of new licensees. According to Wealth Data, financial ...

Two financial advice professionals have shared their tips for success when building an effective Professional Year (PY) program as more advisers look to bring on junior staff. The latest financial ...