Avoiding imposter syndrome when talking about ESG

ESG/sustainable-investing/RIAA/financial-advice/

| By Rhea Nath |

As investors increasingly seek to embed ESG considerations in their portfolios, a specialist adviser has offered tips for financial planners who may feel overwhelmed in tackling these complex topics with clients.

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ESG

sustainable investing

RIAA

financial advice

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.

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Bfinance expands wealth management offering

bfinance/wealth-management/institutional/research-houses/

| By Laura Dew |

Financial planning

Global investment consultancy bfinance is expanding into offering services for wealth managers as they seek advanced investment strategies for their clients.

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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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Selfwealth picks acquirer after $58m bid

Bell-Financial-Group/selfwealth/online-trading/M&A/

| By Laura Dew |

Funds management

Having received bids from Bell Financial Group and AxiCorp, trading platform Selfwealth has confirmed it has entered into a scheme implementation deed after both parties were invited to make a higher bid.

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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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Efficiency and tax gains drive managed account adoption

managed-accounts/HUB24/model-portfolios/

| By Rhea Nath |

Financial planning

With over half of advisers using managed accounts, HUB24’s head of managed portfolios has unpacked the benefits driving their usage and how they can be leveraged by advice practices.

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managed accounts

HUB24

model portfolios

AUTHOR

Rhea Nath

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Wealth managers failing to capture mass affluent clients

PwC/technology/wealth-management/financial-advice/

| By Laura Dew |

Financial planning

Far too few wealth managers are capitalising on the opportunity presented by disruptive technology to deliver personalised investment solutions to the mass affluent demographic, according to PwC.

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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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How are advice platforms integrating AI?

praemium/HUB24/netwealth/platforms/technology/

| By Laura Dew |

Financial planning

ASX-listed platforms HUB24, Netwealth, and Praemium have used their AGMs to detail how they are using artificial intelligence to improve their processes and the innovative opportunities it presents.

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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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JANA poaches Ignition Advice CTO

Ignition-Advice/JANA/hires/

| By Laura Dew |

People & Products

JANA Investment Advisers has hired the chief technology officer of Ignition Advice as its new general manager of technology and data.

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Ignition Advice

JANA

hires

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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Ausbil expands distribution team with research house role

Ausbil/hires/distribution/

| By Laura Dew |

Funds management

Ausbil has expanded its distribution team with the hire of a manager for investment research and consulting, following the exit of its head of wholesale distribution in July.

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Ausbil

hires

distribution

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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Adviser sees registration suspended over ROA usage

ASIC/FSCP/

| By Rhea Nath |

Financial planning

The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.

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ASIC

FSCP

AUTHOR

Rhea Nath

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Clime enacts urgent corrective actions after shareholder backlash

Clime/Clime-Investment-Management/advice/

| By Laura Dew |

Funds management

Clime Investment Management has faced shareholder backlash around “unsatisfactory” financial results and is enacting cost reductions and urgent corrective action to return the business to profitability by Q1 2025.

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Clime

Clime Investment Management

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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Avoiding imposter syndrome when talking about ESG

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Rhea Nath

Rhea 's social profiles:

Bfinance expands wealth management offering

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Laura Dew

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Selfwealth picks acquirer after $58m bid

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Efficiency and tax gains drive managed account adoption

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Rhea Nath

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Wealth managers failing to capture mass affluent clients

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Laura Dew

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How are advice platforms integrating AI?

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JANA poaches Ignition Advice CTO

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Ausbil expands distribution team with research house role

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Adviser sees registration suspended over ROA usage

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Clime enacts urgent corrective actions after shareholder backlash

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