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PIMFA - Personal Investment Management & Financial Advice Association Sets Out 5-Year Agenda for Government to Create a UK Culture of Thriving Financial Health Read more: https://lnkd.in/dqd8YYHu #PIMFA #5YearAgenda #FinancialHealth #UKCulture #finance #fintech #FinancialIT

Our data is making waves! The Australian reports on escalating adviser-led outflows from Cbus, with November hitting $164M—triple the outflows seen in July. This shift underscores the critical role of data in tracking and understanding market dynamics. Adviser Ratings Group's ProductRex platform, analysing insights from 6,000 advisers, highlights how our powerful tools deliver clarity in a complex landscape, helping businesses like yours stay informed and ahead of the curve. Want to make data work for you? Let’s chat! reach out to [email protected] #DataDrivenDecisions #FinancialInsights #Superannuation

📣 This week's Financial Adviser Market Insights shows a small loss of advisers in what was a busy week of adviser movement across licensees. Five new licensees commenced and seven ceased. 📣 Free Fund Level Super Dashboards updated with the latest expense data from APRA including Adviser costs. https://bit.ly/4i0gd4E #wealthdata #superannaution #financialadvisers

Check out the latest Value of an Advisor study by Russell Investments Canada. Their 2024 study shows that Canadian financial advisors add 3.52% in value to clients by offering comprehensive wealth management services. Key components include active rebalancing, behavioural coaching, customized family planning, and tax efficiency strategies. It's great to see the tangible benefits advisors bring to their clients! 📈 #FinancialAdvisors #WealthManagement #Investing #MGA #advisors #financialplanning https://lnkd.in/gtiUDDYF https://lnkd.in/gS5pBv7f

Our latest research and predictions form the foundation of Money Management Australia’s look at how the financial advice industry transformed in 2024, setting the stage for an optimistic 2025. From adviser number stabilisation to AI adoption, DBFO legislation, and the rise of super advice firms, check out the 5 key trends shaping the future of Australian advice. #advicematters #DBFO #Superannuation Netwealth - See Wealth Differently (ASX:NWL) AZ NGA Entireti Oaktree Capital Management, L.P.

We are excited to share that NEPC has been named to USA Today’s list of Best Financial Advisory Firms for the second year in a row. NEPC was one of only 500 firms selected from over 32,000 firms in the U.S., based on the growth of AUA over the short and long term, as well as recommendations from clients and peers. Read more here: https://bit.ly/4eFp6Pk #BestFinancialAdvisoryFirms

Congratulations to Emma Reynolds on her appointment this week as Economic Secretary to the Treasury. The Minister's role will be pivotal to achieving the Government's goals of embracing innovation and fintech as the future of financial services to help restore economic growth. With the Minister’s responsibilities including the UK financial services sector’s competitiveness and growth, financial technology and financial inclusion, we have a wide range of shared priorities and are excited to work together closely.   Since CFIT’s launch in 2023, HM Treasury’s support (alongside that of the City of London Corporation) has been crucial to our progress and successes. These have included: 📊 Advancing Open Finance and Smart Data through our inaugural coalition 🏭 Establishing the CFIT-led SME Finance Taskforce, which was recognised in last year’s Autumn Budget, with its recommendations driving reviews of the Bank Referral and Commercial Credit Data Sharing Schemes, as acknowledged in a report released by the Treasury today 🔒 Progressing our ongoing coalition’s work on Digital Verification (alongside Company Digital ID), as recognised in the National Payments Vision, ahead of the publication of a final blueprint report in March 🤝 This month’s launch of our next industry coalition, which you can read more about here: https://lnkd.in/eVtZfTJP.   At CFIT, collaboration across public and private sectors is at the centre of our mission to build a stronger financial future for both businesses and consumers. We look forward to working with Emma in her new role as we continue to advance the UK’s position as a global leader in fintech innovation, developing new coalitions to address emerging challenges and opportunities in the financial ecosystem. #UKFinTech #Innovation #SmartData #OpenFinance Charlotte Crosswell OBE Nicole Sandler

31% of people are now saying they are considering switching from their current financial adviser. According to a study from Investec Wealth & Investment, it found that out of 535 UK consumers with stock market-related investments, 37% are considering switching in the next six months. An even more worrying figure shows that 82% are thinking about making the move within the next 12 months. The reason for this decision appears to lie majorly with poor financial advice received from their advisors. What can we do as an industry to build that trust back? Learn more here: https://bit.ly/43BPNiQ #FinancialAdvisor #Finance #FinancialPlanning

The Australian financial advice industry rose by more than 20 advisers last week on the back of strong new entrant gains. https://bit.ly/3CrDLPP

31% of people are now saying they are considering switching from their current financial adviser. According to a study from Investec Wealth & Investment, it found that out of 535 UK consumers with stock market-related investments, 37% are considering switching in the next six months. An even more worrying figure shows that 82% are thinking about making the move within the next 12 months. The reason for this decision appears to lie majorly with poor financial advice received from their advisors. What can we do as an industry to build that trust back? Learn more here: https://bit.ly/43BPNiQ #FinancialAdvisor #Finance #FinancialPlanning