Equity Trustees selected as RE for 2 funds

Equity-Trustee/equity-trustees/funds-management/

| By Jasmine Siljic |

Equity Trustees has been selected as the responsible entity for two new funds, one from Coller Capital focused on private equity and a second investing in fixed income from FIIG Securities.

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Equity Trustee

equity trustees

funds management

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.

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Calls to scrap SOAs reemerge in Parliament amid DBFO delays

quality-of-advice-review/Stephen-Jones/Parliament/Bert-van-Manen/

| By Laura Dew |

Financial planning

Former financial adviser and Coalition backbencher Bert van Manen has introduced a bill in Parliament, building on Michelle Levy’s good advice duty and calling for SOAs to be scrapped.

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quality of advice review

Stephen Jones

Parliament

Bert van Manen

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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Schroders

Insignia announces new team to drive MLC brand

insignia/insignia-financial/appointments/

| By Jasmine Siljic |

Financial planning

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand.

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insignia

insignia financial

appointments

AUTHOR

Jasmine Siljic

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New entrants opting for private firms as Q3 sees adviser gains

Adviser-Ratings/financial-advice/AFSL/licensees/new-entrants/

| By Laura Dew |

Financial planning

The third quarter of 2024 saw the first positive increase in adviser numbers for 12 months, according to the latest quarterly Musical Chairs report, with new entrants overwhelmingly choosing to join privately owned firms.

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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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ASIC’s ‘whack-a-mole’ problem with unlicensed advisers

Sarah-Court/ASIC/unlicensed-advice/financial-advice/enforcement/

| By Laura Dew |

Financial planning

ASIC’s Sarah Court has confirmed the regulator is carrying out systematic work on providers of unlicensed advice but admits it is a case of “whack-a-mole” when it comes to disciplining them.

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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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Determining effective pricing structures in advice

advice-fee/pricing/cost/

| By Jasmine Siljic |

Financial planning

As more advisers review their fee structures, Business Health has shared six steps to calculating the price to deliver financial advice services in a profitable yet suitable way.

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advice fee

pricing

cost

AUTHOR

Jasmine Siljic

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Fidelity creates new leadership role in Australian team

fidelity/fund-management/appointments/

| By Jasmine Siljic |

Funds management

Fidelity International has looked internally to appoint a head of strategic sales and solutions for its Australian division, which is a newly created role for the business.

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fidelity

fund management

appointments

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Jasmine Siljic

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Lonsec positions managed accounts for political storm

Lonsec-Research/lonsec/geopolitics/managed-accounts/market-volatility/

| By Jasmine Siljic |

Funds management

Lonsec’s deputy CIO Deanne Baker has highlighted what investment tools the firm is harnessing to mitigate the impact of geopolitical risks in its managed account offerings.

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AUTHOR

Jasmine Siljic

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Barings launches 2 private credit funds

private-markets/private-credit/fund-launch/

| By Laura Dew |

Funds management

Global investment manager Barings has launched two private credit funds for Australian investors as advisers indicate an expectation of increasing allocations to private markets.

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private markets

private credit

fund launch

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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Equity Trustees selected as RE for 2 funds

AUTHOR

Jasmine Siljic

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Calls to scrap SOAs reemerge in Parliament amid DBFO delays

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Insignia announces new team to drive MLC brand

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New entrants opting for private firms as Q3 sees adviser gains

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ASIC’s ‘whack-a-mole’ problem with unlicensed advisers

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Determining effective pricing structures in advice

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Fidelity creates new leadership role in Australian team

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Lonsec positions managed accounts for political storm

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Barings launches 2 private credit funds

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