Grey zone warfare, state competition investigated in Australian-first podcast

Podcast/financial-services-sector/

Contested Ground, a new podcast investigating how malicious actors are targeting Australian businesses, the economy and society, has been launched by award winning media and market intelligence business Momentum Media.

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Thursday, 3 October 2024
2:00pm-3:00pm AEST

Webcast

Addressing Technological Challenges for AFS Licensees

In this free webinar on 3 October, Money Management will be looking at the technological challenges facing Australian Financial Services (AFS) licensees.

With technology playing an ever-greater role in practice management, this webinar will help licensees understand they can use technology to streamline their work processes, implement cost savings and create efficiencies.

This webinar will bring together key decision makers, leading executives and professionals from licensees to explore critical issues such as cyber security, digital transformation and regtech solutions.

Key discussion points:

  • Cyber security: Best practices for safeguarding sensitive data and preventing fraud.
  • Digital transformation: Balancing legacy systems with innovative technologies.
  • Regtech: Leveraging technology for regulatory compliance and data management.
  • Client experience: Enhancing user experience and integrating communication channels.
  • Data management: Strategies for effective data analytics and ensuring privacy.
  • Scalability: Approaches to expanding technology solutions while managing costs.

Don’t miss out on this opportunity to learn how you can use technology to improve your business. Register now to secure your spot!

Schedule

Thursday, 3 October 2024
2:00pm-3:00pm AEST
60 minutes
Speakers
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The top 10 Aussie suburbs for highest ETF wealth

stockspot/ETFs/Chris-Brycki/

Stockspot analysis has revealed the top 10 suburbs across Australia with the highest average balance invested in ETFs, with the top postcode sitting at over $355,000.

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The Manager Mix - Equities: Nick Paul of MFS Investment Management

Videos/No-Ads/

In this new episode of The Manager Mix, host Laura Dew speaks to Nick Paul, institutional portfolio manager at M

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AMP BOLR objectors have their day in the sun

AZ-NGA/amp/bolr/class-action/

Members of the AMP BOLR class action have told the Federal Court in a two-day hearing that they would be willing to risk receiving no settlement at all in favour of going to an appeal.

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Advice industry grows but major AFSL loses 4 advisers

Wealth-Data/amp/AFSL/licensees/

Overall adviser numbers saw a gain last week with 10 new entrants, according to Wealth Data, but a major licensee lost four advisers.

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Australia named APAC hotspot for alternatives

Preqin/alternative-assets/alternative/private-markets/ASIC/

The land Down Under has been recognised as an APAC hub for alternatives investment, Preqin finds, amid ASIC’s planned crackdown on private markets.

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Netwealth acquires Xeppo to help ‘licensees of the future’

netwealth/Platforms-&-wraps/financial-advisers/licensees/

The wealth management platform has completed its acquisition of 100 per cent of Xeppo, a data management and analytics tool, to create greater workflow efficiencies for financial advice businesses.

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South Australian advice firm makes acquisition

M&A/South-Australia/adelaide/

Adelaide financial planning firm Retirement Strategies has been acquired by independent advisory group Calder Wealth Management.

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Pengana looks to private markets for outsized FUM growth

Pengana/Pengana-Capital-Group/private-markets/

Pengana is making a strategic reposition to have private markets become the dominant part of its business as it targets the asset class towards non-institutional investors.

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