ClearBridge announces ESG slant equity fund
The global equity manager has launched a new fund in the Australian market, providing exposure to companies that it believes are “committed to change”.
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The value of consistent meetings in advice teams
Integrating regular meetings within a financial advice team – from daily huddles to quarterly reviews – is essential for fostering sustainable long-term growth, according to Vital Business Partners.
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.
Perpetual appoints former FPA director to board
Having announced in its FY24 results that two directors will be retiring from the board, Perpetual has made its first new appointment.
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.
FAAA concerned about lack of clear pathway presented to paraplanners
The Financial Advice Association Australia is concerned those working as paraplanners will be unaware of their ability to transition to an adviser, under the proposed new ABS occupation classifications.
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.
Financial gender equality slips in June quarter
The Financy Women’s Index experienced a decline in the past quarter, despite positive gains made in the March quarter, due to setbacks in employment outcomes for women.
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.
Verdict in for AMP BOLR class action settlement
The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court.
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.
Charting the Semiconductor Industry's Next Decade of Growth
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ASIC exam pass mark falls to 2022 lows
ASIC has released the percentage of candidates who passed its August financial advice exam, with the volume dropping to the lowest since November 2022.
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.
How can advisers mitigate wealth transfer concerns?
Clients are exhibiting multiple concerns on the intergenerational wealth transfer, making it imperative for advisers to address these fears through comprehensive strategies, Adviser Ratings explores.
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.
ASIC outlines AFSL guidance on qualification checks
ASIC has identified three situations where it may be difficult for a licensee to assess an adviser’s qualifications and provided case studies of how they should be tackled, as it undergoes a crackdown on FAR reporting.
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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