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

28 Nov

The risk of failing to consider a couple’s risk tolerance

Advice firms are failing to take both partners’ risk considerations into account when completing couple’s risk profiles and face the possibility of losing clients if they...

People & Products

28 Nov

How can industry promote and retain women?

While there have been improvements to hiring of women in financial services, the next issue to tackle was promotion and retention as women say they have struggled to see ...

Funds management

25 Nov

Two Perpetual funds receive interim stop orders from ASIC

ASIC has issued interim stop orders for Perpetual Investment Management to prevent the firm from distributing two funds to retail investors. ...

Financial planning

25 Nov

The sole licensee group seeing growing adviser numbers

There is only one licensee group which is showing positive movement over the last 12 months, according to WealthData, while Insignia has taken the lead in hiring provisio...

People & Products

25 Nov

FSI appoints global ESG head

First Sentier Investors has appointed Sydney-based Kate Turner as global head of responsible investment to succeed Will Oulton who will retire after 10 years....

Financial planning

25 Nov

Culture critical to retaining advisers after PY

A panel have shared how advisers can reduce fears around retention when taking on a new adviser on their Professional Year....

Financial planning

24 Nov

ASIC outlines guidance for 2023 adviser exams

The Australian Securities and Investments Commission has shared information about how the adviser exam will be run in 2023 when it moves to being primarily new entrants....

Financial planning

24 Nov

How can advisers reassure panicked clients?

Articulating your investment philosophy and reiterating experience are among ways which advisers can reassure panicked clients seeking to adjust their portfolios in volat...