How to attract more female clients to advice

financial-advice/financial-advisers/BT/female-advisers/

A female adviser has shared how financial advice firms can be more appealing to female clients who may feel intimidated by a male-dominated industry.

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Regulatory grid seeks to reduce firms’ compliance burden

financial-services-reform/Stephen-Jones/treasury/compliance/United-Kingdom/

A new Treasury financial services regulatory initiatives grid will work with ASIC to reduce compliance burdens for financial services firms, particularly those which are small or medium-sized businesses.

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Meet the Manager: Sarah Shaw of 4D Infrastructure

infrastructure/airports/4d-infrastructure/sarah-shaw/

In the latest Meet the Manager profile, Money Management speaks with 4D Infrastructure CEO, CIO and portfolio manager Sarah Shaw.

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Enforceable undertaking rise highlights ASIC’s return to litigation era

ASIC/enforcement/Hall-and-Wilcox/

The fact there has already been two enforceable undertakings this year, including one from a former adviser, compared to just five in 2023 indicates ASIC is returning to its litigation era, according to Hall & Wilcox.

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AMP BOLR settlement approaches conclusion

amp/bolr/Alexis-George/

The case management hearing for AMP’s BOLR proceedings to approve the $100 million settlement sum has been given a rescheduled date after two cancellations.

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The allure of active ETFs for financial advisers

Dimensional/ETFs/active-ETFs/

Financial advisers’ appetite for active ETFs as a cost-effective investment solution continues to grow, according to Dimensional Fund Advisors, as advice firms look to manage costs while servicing more clients.

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International equity ETFs pass $1bn in monthly inflows

BetaShares/ETFs/cryptocurrency/international-equities/

Over $1 billion in inflows went into international equity ETFs with two funds receiving over $150 million each in February, according to Betashares.

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Consultation opens on super performance test design

Superannuation/performance-test/Jim-Chalmers/treasury/

Treasurer Jim Chalmers has opened a consultation into the design of the annual superannuation performance test, canvassing views on a range of reform options.

AUTHOR

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