Franklin Templeton announces flurry of appointments

Franklin-Templeton/hires/appointments/

| By Rhea Nath |

Franklin Templeton has signalled a new period of strong growth and expansion as it unveils five internal promotions in its Australian business, including a retail distribution lead.

Read more about:

Franklin Templeton

hires

appointments

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.

View articles by Rhea

Rhea 's social profiles:

E-mail Author

Otivo appoints chief advice officer

otivo/digital-advice/colonial-first-state/financial-advice/hires/appointments/

| By Laura Dew |

People & Products

Online financial advice platform Otivo has made an internal promotion to chief advice officer to ensure the firm’s advisers are providing suitable and compliant advice.

Read more about:

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.

View articles by Laura

Laura 's social profiles:

Aussie fund managers launch active ETFs

active-ETFs/ETFs/global-equities/Aussie-equities/equities/global-small-and-mid-cap/

| By Laura Dew |

Funds management

Two Australian fund managers have launched active ETFs on the ASX, one investing in global equities and the other investing in Australian small caps.

Read more about:

global small and mid-cap

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.

View articles by Laura

Laura 's social profiles:

Bravura makes 2 senior hires

Bravura-Solutions/Bravura/technology/Software/appointments/

| By Laura Dew |

People & Products

The former chief product officer at Iress, Aaron Knowles, has joined software firm Bravura Solutions as it seeks to “scale new heights” in global growth.

Read more about:

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.

View articles by Laura

Laura 's social profiles:

Small caps: An election trump card for 2025?

Premium-Content/

| By partnerarticle |

Knowledge Centre

Read more about:

Premium Content

AUTHOR

Partner Article

Our partner businesses are invited to pen articles that offer unique insight from within the industry for the benefit of our readers. If you read something you would like to learn more about you can contact our partners direct or we are happy to put you in touch.

View articles by Partner

Partner 's social profiles:

E-mail Author

Insignia completes NAB/MLC Wealth separation

insignia-financial/insignia/NAB/MLC-Wealth/

| By Laura Dew |
Financial planning

Insignia Financial has reached a major milestone in completing the separation of MLC Wealth from NAB, having acquired the firm back in 2021.

Read more about:

insignia financial

insignia

NAB

MLC Wealth

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.

View articles by Laura

Laura 's social profiles:

E-mail Author

Twitter

FSCP clamps down on poor recordkeeping

ASIC/FSCP/RoA/

| By Laura Dew |
Financial planning

Proper recordkeeping has been described as the “mortar between the bricks” of the advice process and critical to an FSCP decision as an adviser is suspended for failures in this area.

Read more about:

ASIC

FSCP

RoA

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.

View articles by Laura

Laura 's social profiles:

E-mail Author

Twitter

C-suite exec departs MLC Asset Management

MLC-Asset-Management/insignia/exit/

| By Laura Dew |
Financial planning

The chief commercial officer of MLC Asset Management has stepped down after five years as parent company Insignia Financial reviews its leadership.

Read more about:

MLC Asset Management

insignia

exit

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.

View articles by Laura

Laura 's social profiles:

E-mail Author

Twitter

Licensees’ conflict of interest under ASIC gaze

ASIC/licensees/conflict-of-interest/

| By Laura Dew |
Financial planning

There could be changes ahead for how ASIC requires licensees to handle conflicts of interest as the corporate regulator announces it will be meeting key stakeholders next year to update guidance.

Read more about:

ASIC

licensees

conflict of interest

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.

View articles by Laura

Laura 's social profiles:

E-mail Author

Twitter

Could advisers better prepare for client feedback?

Business-Health/client-engagement/financial-advice/client-relationships/

| By Rhea Nath |
Financial planning

The majority of advisers are failing to proactively understand their clients’ needs and satisfaction, with just one in four practices formally seeking feedback in the last two years, according to Business Health.

Read more about:

Business Health

client engagement

financial advice

client relationships

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.

View articles by Rhea

Rhea 's social profiles:

E-mail Author

Pagination

First page

Previous page

…

Page 122

Page 123

Page 124

Page 125

Current page 126

Page 127

Page 128

Page 129

Page 130

…

Next page

Last page

back to top

Subscribe to

Never miss the latest news and developments in wealth management industry

SUBSCRIBE TO OUR NEWSLETTER

Smart finance is the key to winning in the property investment surge
1 min read • Read now

The Impact of Sleep on Productivity for Finance Professionals
1 min read • Read now

Every Australian Deserves a Stronger Tomorrow. Together we can deliver this
1 min read • Read now

Tariffs Across Eras: Why 2025 Is Not 1930
1 min read • Read now

View all

MARKET INSIGHTS

More Market Insights content

Podcast

Relative Return Insider: Economic reform wish lists and barriers

Listen now

Relative Return Insider: RBA finally makes long-awaited cut – what’s next for rates?

Listen now

More podcasts

Latest Comments
Most Read

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

Working collaboratively with law firms to settle family disputes

1 week 4 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

Fixing the PY pipeline: Addressing the challenge for licensees

2 weeks 4 days ago

So we are now underwriting criminal scams?...

UGC to blame for 'eyewatering' CSLR cost increase

6 months 3 weeks ago

RBA makes rate decision after shock July hold

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 6 days ago

Industry first as PY supervisor banned by ASIC

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 5 days ago

WT's Cullen on challenging UK and US advice players

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 3 days ago

Franklin Templeton announces flurry of appointments

AUTHOR

Rhea Nath

Rhea 's social profiles:

Otivo appoints chief advice officer

AUTHOR

Laura Dew

Laura 's social profiles:

Aussie fund managers launch active ETFs

AUTHOR

Laura Dew

Laura 's social profiles:

Bravura makes 2 senior hires

AUTHOR

Laura Dew

Laura 's social profiles:

Small caps: An election trump card for 2025?

AUTHOR

Partner Article

Partner 's social profiles:

Insignia completes NAB/MLC Wealth separation

AUTHOR

Laura Dew

Laura 's social profiles:

FSCP clamps down on poor recordkeeping

AUTHOR

Laura Dew

Laura 's social profiles:

C-suite exec departs MLC Asset Management

AUTHOR

Laura Dew

Laura 's social profiles:

Licensees’ conflict of interest under ASIC gaze

AUTHOR

Laura Dew

Laura 's social profiles:

Could advisers better prepare for client feedback?

AUTHOR

Rhea Nath

Rhea 's social profiles:

Never miss the latest news and developments in wealth management industry

Smart finance is the key to winning in the property investment surge

The Impact of Sleep on Productivity for Finance Professionals

Every Australian Deserves a Stronger Tomorrow. Together we can deliver this

Tariffs Across Eras: Why 2025 Is Not 1930

MARKET INSIGHTS

Podcast

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

STAY CONNECTED

USEFUL LINKS

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

LINKS

CATEGORIES

STAY CONNECTED