How to ‘supercharge’ an advice business; Winners crowned at ifa Excellence Awards

This CEO believes an “army of large, corporatised super firms” is the future of financial advice as he feels small-to-medium practices struggle to offer a compelling advice proposition.

Money Management’s sister brand ifa proudly marked a decade of celebrating excellence in financial advice by honouring more than 30 winners at this year’s awards ceremony.

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Financial software firm Bravura has appointed two chief executives for the Asia-Pacific and EMEA regions.

A Victorian financial adviser, Pamela Anderson, has seen her two-year ban from providing financial services affirmed by the Administrative Appeals Tribunal.

The NSW advice firm has acquired two advisory practices in Adelaide and one in Port Macquarie, representing its ambitious growth plans to expand across Australia.

In the first full month since the exit of chief executive, David George, Magellan has reported a rise in funds under management for the first time since January 2023.

The current volatility has created a rich pool of investment opportunities which skilled fund managers can exploit through long-short equities strategies, writes Lukasz de Pourbaix.