An Interview with David Koch, Money Management founder

As we approach Money Management's 30th Anniversary gala, Managing Editor, Mike Taylor, sat down with media heavyweight and Money Management founder, David Koch, to trace the genesis of Australia's longest-running financial services publication, and the colourful personalities that have shaped the industry.

As we approach Money Management's 30th Anniversary gala, Managing Editor, Mike Taylor, sat down with media heavyweight and Money Management founder, David Koch, to trace the genesis of Australia's longest-running financial services publication, and the colourful personalities that have shaped the industry.

Former HUB24 BDM joins Elston distribution team

BDM elston asset management sales hires

Elston Asset Management has bolstered its NSW and ACT distribution team with the appointment of a senior BDM, who previously worked at HUB24.

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The evolving adviser-BDM relationship

business development manager BDM financial advisers practice management self-licensing

As financial advisers seek out practice management support, the purpose of BDMs has shifted beyond just selling investment products to providing invaluable guidance to advice practices.

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How does QAR duration compare to other financial services inquiries?

phil anderson Ben Marshan Hayne Royal commission Kenneth Hayne compliance regulation

The ongoing process of the Quality of Advice Review has now taken twice as long as it took for the findings of the Hayne royal commission but it is understood this is "a relatively average pace" by policy standards.

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Selecting the right private debt fund for clients

private debt Zenith Investment partners private credit

With the private debt marketplace described as a “minefield” to navigate, research house Zenith Investment Partners has shared tips to help advisers select the right fund.

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Capturing AI demand through thematic ETFs

Global X ETFs ETFs artificial intelligence technology thematic

Global X Australia’s Manny Damianakis unpacks how thematic ETFs, particularly those centred around artificial intelligence, are helping advisers capture investor interest for specific megatrends.

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Advisers ‘uniquely positioned’ to detect financial abuse

financial abuse financial advisers Sarah Abood FSC

Multiple financial services organisations, including the FSC and FAAA, are calling for better handling of financial abuse, with financial advisers being “uniquely positioned” to recognise the signs through client relationships.

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ATO warns on rush job to file tax returns

end of financial year taxation ATO tax return

The Australian Taxation Office has warned individuals who rush to file their tax return next week are twice as likely to make a mistake by filing before all information is available.

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Which technical areas are advisers facing difficulty?

BT bt financial group Superannuation financial advisers intergenerational wealth Bryan Ashenden

Financial advisers are encountering problems when it comes to navigating the technicalities of superannuation decumulation, according to BT, as well as how to best plan for the intergenerational wealth transfer.

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Making the move to set up on your own

Pella Funds Management pengana capital global equities

Pella Funds Management founder, Jordan Cvetanovski, has shared his top advice for any budding fund managers looking to start their own business.

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