Industry should represent the communities it serves: Mortgage Choice

| By Malavika |

The principal partner of this year’s Women in Finance Summit has said organisations that practise inclusivity are more likely to build trust in the community.

AUTHOR

Malavika Santhebennur

Malavika Santhebennur was a news and features financial services journalist at Money Management, part of Financial Express. She has previously written in various industrial publications at Cirrus Media, including mining, food, franchising, and health.

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What do the FSCP’s latest determinations tell advisers?

FSCP/compliance/BT/bt-financial-group/

| By Jasmine Siljic |

Financial planning

BT’s Bryan Ashenden has encouraged advisers to remain aware of the Financial Services and Credit Panel’s four latest determinations against relevant providers to avoid running into the same issues.

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FSCP

compliance

bt financial group

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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Retirement stress underpins need for advice

Natixis/Natixis-Investment-Managers/financial-advisers/retirement/retirement-income/

| By Jasmine Siljic |

Financial planning

While Australia continues to rank strongly in Natixis IM’s global retirement index, financial advisers are still vital to mitigating the financial strain being felt by retirees.

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Natixis

Natixis Investment Managers

financial advisers

retirement

retirement income

AUTHOR

Jasmine Siljic

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UK fund managers name new CEOs

Schroders/abrdn/appointments/ceo/

| By Jasmine Siljic |

People & Products

Both Schroders and abrdn have appointed new group chief executives to lead their respective firms.

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AUTHOR

Jasmine Siljic

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FAAA spruiks Find a Planner enhancements

financial-advisers/Sarah-Abood/FPA/

| By Keith Ford |

Financial planning

According to the Financial Advice Association Australia, upgrades to its Find a Planner platform will make it easier for potential clients to connect with a financial adviser that matches their needs.

AUTHOR

Keith Ford

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IFPA partners with advice fintech

financial-advice/fintech/

| By Shy-Ann Arkinstall |

Financial planning

The Institute of Financial Professionals Australia has partnered with advice fintech moneyGPS, giving its members and their clients access to the platform.

AUTHOR

Shy-Ann Arkinstall

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The ‘purple patch’ of M&A transforming advice

mergers-and-acquisitions/M&A/AZ-NGA/Paul-Barrett/financial-advice/

| By Jasmine Siljic |

Financial planning

Two CEOs and a recent report have underscored how the current period of M&A, led by large buyer groups, is redefining the financial advice profession and creating a notable “purple patch”.

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mergers and acquisitions

AUTHOR

Jasmine Siljic

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Professional judgement, not prescriptive rules: FAAA

FPA/compliance/breach-reporting/ASIC/licensees/

| By Keith Ford |

Financial planning

The FAAA has argued against “prescriptive record keeping obligations” in favour of advisers using their professional judgement.

AUTHOR

Keith Ford

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VBP unveils minority stake in advice platform

Virtual-Business-Partners/platforms/advice-technology/financial-advisers/

| By Jasmine Siljic |

Financial planning

Outsourcing company Vital Business Partners has taken a minority equity stake in a digital platform for financial advisers, which will help fund its future growth plans.

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Virtual Business Partners

platforms

advice technology

financial advisers

AUTHOR

Jasmine Siljic

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GQG enjoys 10th consecutive FUM rise

GQG-Partners/gqg/Funds-management/

| By Jessica Penny |

Funds management

GQG’s funds under management has continued to climb after surpassing US$150 billion earlier this year.

AUTHOR

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Industry should represent the communities it serves: Mortgage Choice

AUTHOR

Malavika Santhebennur

Malavika 's social profiles:

What do the FSCP’s latest determinations tell advisers?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Retirement stress underpins need for advice

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

UK fund managers name new CEOs

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

FAAA spruiks Find a Planner enhancements

AUTHOR

Keith Ford

Keith 's social profiles:

IFPA partners with advice fintech

AUTHOR

Shy-Ann Arkinstall

Shy-Ann 's social profiles:

The ‘purple patch’ of M&A transforming advice

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Professional judgement, not prescriptive rules: FAAA

AUTHOR

Keith Ford

Keith 's social profiles:

VBP unveils minority stake in advice platform

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

GQG enjoys 10th consecutive FUM rise

AUTHOR

Jessica Penny

Jessica 's social profiles:

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