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Adviser Ratings and Zenith appoint senior hires

Adviser Ratings has appointed a new product director to its ranks, while Zenith Investment Partners welcomes back a former partner and senior investment consultant to the firm.

Steven-tang
Jason-huddy
Ben-davis
Andrew-page
David-wright
Zenith
Rainmaker-group
Adviser-ratings
Zenith-investment-partners
Data-management
Adviser-rating
Zenith-mosaic

Managed accounts approach $100bn with strong H2 gains

Managed accounts grew by $33 billion in the second half of 2023, double the volume that they grew in the previous six months, according to IMAP.

Victor-huang
Toby-potter
Institute-of-managed-account-professionals
Managed-account-professionals
Milliman-australia
Adviser-ratings

Salaries taking up almost half of advice firm revenues

Advice practices say salaries are taking up almost half of their revenue as the battle for talent heats up in an environment of adviser shortage, according to Business Health and the FAAA.

Australia
Australians
Tania-milnes
Robert-walters
Business-health
Financial-advice-association-australia
Adviser-ratings
South-australia

DASH approaches 50% FUA growth in 'strongest year yet'

DASH has reported investment platform FUA growth of 46.9 per cent for 2023, largely driven by advisers adopting the software.

Australia
Australians
Mason-stevens
Geoff-lloyd
Andrew-whelan
Adviser-ratings
Money-management

Self-licensing to remain strong trend in 2024

There remains a “strong appetite” for solo operators in the financial advice space, according to the latest Adviser Ratings’ Musical Chairs Report, making up over half of applications last quarter.

Australia
Australian
Adviser-rating-musical-chairs
Affinia-financial-advisers
Adviser-ratings

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