Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Financial planning

14 Mar

Intelligent Planning welcomes NSW firm

Intelligent Planning has welcomed Keyman Financial Services, with the NSW-based advice firm moving over from Synchron. ...

Financial planning

13 Mar

SOAs flagged by FSCP for second time in a month

The latest FSCP outcome has been issued for a problem relating to Statements of Advice, the second relating to this matter in a month. ...

Financial planning

13 Mar

The ‘mind-blowing’ client pipeline in country advice firms

Rather than looking at high-net-worth CBD advice firms, one Queensland practice is looking to expand nationally via acquiring regional firms with strong client pipelines....

Financial planning

13 Mar

Taskforce warns on timely aged care planning in face of rising cost

The final Aged Care Taskforce report has recommended planning for aged care costs should begin at retirement to prevent suboptimal outcomes, while wealthier individuals c...

Financial planning

13 Mar

AFCA refers systemic issue to ASIC over firm’s lack of engagement

AFCA has identified a systemic issue in the investments and advice space, with the case needing to be referred to ASIC due to the firm’s lack of engagement or remediation...

Financial planning

13 Mar

Managed accounts approach $200bn 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. ...

Funds management

13 Mar

WAM Leaders to acquire QVE creating $2bn entity

WAM Leaders, a listed investment company run by Wilson Asset Management, has entered into a scheme implementation agreement to merge with QV Equities with an enhanced off...

Funds management

12 Mar

Philip Lowe makes first post-RBA move

Former RBA governor Philip Lowe has made his first board move since departing the central bank last year....

Financial planning

12 Mar

Enforceable undertaking rise highlights ASIC’s return to litigation era

The fact there has already been two enforceable undertakings this year, including one from a former adviser, compared to just five in 2023 indicates ASIC is returning to ...

Financial planning

12 Mar

AMP BOLR settlement approaches conclusion

The case management hearing for AMP’s BOLR proceeding to approve the $100 million settlement sum has been given a rescheduled date after two cancellations....