Relative Return Unplugged: Guillotine cuts RBA in 2
In this episode of Relative Return Unplugged, co-hosts Maja Garaca Djurdjevic and Keith Ford break down some of
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‘Positive direction’: Industry cautiously optimistic on DBFO Tranche 2 reforms
The advice industry has broadly welcomed the legislative groundwork surrounding the latest set of financial advice reforms, although they note “the devil’s in the details”.
AUTHOR
Rhea Nath
Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.
Centrepoint taps into $1.1tn platform market with IconiQ launch
Centrepoint Alliance has formally launched its investment and superannuation platform IconiQ, in association with technology firm FNZ, as it looks to tap into the $1.1 trillion platform market.
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.
ASIC identifies poor reportable situations compliance by AFSLs
ASIC has warned licensees are demonstrating an “acceptance for internal non-compliance” when it comes to the reportable situations regime as a review finds a licensee took 12 years to commence an investigation into a breach.
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.
Qld advice firm rolls out estate planning solution
Queensland financial advice firm MiQ Private Wealth has become the latest practice to utilise Yodal’s software for a digital estate planning solution as it expands its client offering.
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.
Tyndall AM bids farewell to longstanding equities exec
Brad Potter, who has helmed Australian equities at Tyndall Asset Management for the last decade, has announced his retirement from the business.
AUTHOR
Rhea Nath
Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.
AMP adds consolidated reporting to North platform
AMP has launched household consolidated reporting across multiple clients to North Interactive in response to adviser feedback.
AUTHOR
Rhea Nath
Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.
ASIC suspends AFSL of Sydney fund manager
ASIC has suspended the AFSL of a Sydney fund manager, which operates a managed investment scheme, over repeated failures to comply with licensee obligations.
AUTHOR
Rhea Nath
Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.
How has AMP’s exit shaken up the biggest licensees?
Wealth Data has shared an updated ranking of the five largest Australian financial advice licensees, with just 59 advisers separating the firms in the lower half of the table.
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.
UGC complaints quadruple in 4 months
United Global Capital complaints to AFCA have quadrupled since August and are highly likely to rise further as it retains membership for another six months.
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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