From 100 to 0: NextGen loses final advisers; Will Platinum’s turnaround plans work?

Money Management Breaking News

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04 Mar 2024

Latest News Financial Planning From 100 to 0: NextGen loses final advisers NextGen Financial Group has bid farewell to its remaining financial advisers following ASIC's cancellation of its AFSL, contrasting the firm's peak of over 100 advisers in 2019. Read More Funds Management Will Platinum's turnaround plans work? A benchmark unaware investment process and disruption in the adviser and platform market are among headwinds for Platinum as the 30-year-old firm announces a two-part turnaround strategy. Read More Promoted Content Free guide: A thorough assessment of investment opportunities with expert analysis from Australia's leading investment firms Covering the art and science of portfolio construction, ETFs, private markets and retirement income, Money Management's Portfolio Construction Guide 2024 has partnered with Australia's leading investment firms to offer insight into the mechanics underpinning portfolio construction. People & Products Investment consultant rebrands as ratings service launches Insight Investment Consultants has rebranded as it launches a new research ratings service, led by a former Morningstar director with feedback from financial advisers and licensees. Read More Financial Planning Centrepoint Alliance updates on fees for no service remediation Centrepoint Alliance has shared details on the progress of fees for no service remediation, having conducted an assessment of its employed and self-employed advisers. Read More People & Products Qld advice firm launches two managed accounts Queensland-based advice firm Provident Advisory has launched a range of managed accounts on BT Panorama as it seeks to achieve greater efficiencies. Read More Financial Planning Count-Diverger merger completes to create $30bn firm The merger between Count and Diverger, first announced in September, has completed to create Australia's second-largest licensee with $30 billion in funds under advice. Read More Feature Features Culture is king: Retaining PY talent in advice Retaining new entrants in the advice industry as they complete their Professional Year is a key focus for advice firms in 2024, with younger generations increasingly valuing workplace culture more than ever. Read More

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