ASIC takes action against Aus Unity over DDO failures
The corporate regulator has announced it is taking action against Australian Unity regarding alleged failures by the fund manager in its target market determinations.
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‘Confusing and misleading’ advice among biggest client bugbears
Advisers may think they are being compliant with the regulation but for their clients, it is often communication that can cause the biggest headache in their adviser relationship and bring about complaints.
AUTHOR
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.
Perpetual teams up with Partners Group on public-private funds
Perpetual has signed a letter of intent with global private markets giant Partners Group to explore new investment products that combine both public and private assets.
Novigi acquires Iress’ super consulting and managed services business
Data and technology provider Novigi has acquired Iress’ superannuation consulting and managed services business from Apex Group.
AUTHOR
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.
Which share was the May favourite of advised investors?
Trading platform AUSIEX has shared the most bought individual ASX share by advised investors in May as well as by advised self-managed superannuation funds.
AUTHOR
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.
Former BBY chief exec charged over alleged dishonest conduct
The former chief executive of failed stockbroker BBY has been charged in relation to the alleged dishonest conduct of the firm.
AUTHOR
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.
Financial services leading the way for AI skills demand
Australia’s financial services sector is a clear frontrunner for the integration of AI, PwC findings reveal, with these skills becoming more democratised across the broader jobs market.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
UBS wealth COO heads over to Ord Minnett
The Australian wealth management group has looked to competitor UBS to replace its outgoing chief operating officer, who departs after 15 years in the C-suite role.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
FAAA welcomes Mulino's support on DBFO reforms
The Financial Advice Association Australia has confirmed it has met with newly appointed Minister for Financial Services, Daniel Mulino, to discuss DBFO and the CSLR.
AUTHOR
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.
Link Wealth expands into Qld with advice acquisition
Link Wealth has acquired a Queensland advice firm, its first presence in the state, as it believes the state is “underserved” with financial advice.
AUTHOR
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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