Insignia clings onto second-largest advice licensee position

Wealth Data insignia financial insignia count group adviser numbers

Insignia Financial is holding ‘relatively steady’ onto its rank as Australia’s second-largest financial advice licensee after the Godfrey Pembroke exit but Count is hot on its heels.

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Jasmine Siljic

Jasmine Siljic is a cadet journalist at Money Management and Super Review. Prior to joining MM and SR, she also worked across other Momentum Media brands as an intern. Jasmine previously completed an internship at Mamamia news. She is currently studying a Bachelor of Media and Communications at Macquarie University.

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Verdict in for ASIC's first greenwashing case against Vanguard

vanguard ASIC greenwashing ESG federal court

| By Maja Garaca Djurdjevic |

Funds management

The Federal Court has issued its verdict in ASIC's first greenwashing case against Vanguard Investments Australia regarding the use of ESG exclusionary screens.

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Maja Garaca Djurdjevic

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A busy Q1 for ASIC advice action

AFSL Sydney ASIC banning licence cancellation

| By Jasmine Siljic |

Financial planning

As the first quarter of 2024 comes to a close, Money Management looks back on the corporate regulator’s bans and AFSL cancellations in the financial advice sector.

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Jasmine Siljic

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Relative Return: Challenging consumers’ investment behaviour

Podcast Relative Return

| By Laura Dew |

Editorial

In this episode, host Laura Dew speaks with Chris Brycki, founder and CEO of Stockspot, about the rise of fintec

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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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Briggs joins speaker line-up at Australian Wealth Management Summit 2024

economy FSC Blake Briggs

| By Malavika Santhebennur |

Financial planning

The FSC CEO will join a long line-up of renowned speakers at the inaugural summit.

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Malavika Santhebennur

Malavika Santhebennur is a news and features journalist in Financial Services at Cirrus Media. She has dabbled in various industrial publications at Cirrus Media, including mining, food, franchising, and health.

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Liberal senator hits out at excessive financial advice costs

Parliament senate financial advice costs quality of advice review

| By Laura Dew |

Financial planning

Liberal senator Slade Brockman has said the government needs to have a “cold hard look” at the level of regulation in the financial advice space and the costs of running a business.

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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 cancels Sydney advice firm’s AFSL

ASIC Sydney Wealth Data

| By Laura Dew |

Financial planning

ASIC has cancelled the Australian financial services licence of a Sydney advice firm, with the business having lost more than 30 advisers since the start of 2024.

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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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Lonsec Research partners with Fund Manager of the Year Awards

fund manager lonsec Lorraine Robinson research house

| By Malavika |

People & Products

The research house has joined this year’s awards as a research partner and will bring its experience to the awards by selecting the group award finalists.

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FSC warns of missed opportunity risk in QAR legislation

FSC Blake Briggs quality of advice review Stephen Jones treasury Superannuation

| By Laura Dew |

Financial planning

Financial Services Council chief executive, Blake Briggs, is urging Minister for Financial Services, Stephen Jones, to take advantage of the QAR opportunity to reduce regulatory duplication and ensure advice is affordable.

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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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CoreData expands team to focus on ESG research

Australian Ethical CoreData Andrew Inwood research house

| By Laura Dew |

People & Products

Global research consultancy CoreData has appointed Angus Dennis from Australian Ethical Investment as it expands its research into responsible and ethical investment.

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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