Relative Return: Government oversight critique: Taylor’s views on QAR, industry super and economic intervention

Podcast/Relative-Return/

In this episode of Relative Return, host Maja Garaca Djurdjevic is joined by shadow treasurer Angus Taylor to discuss the current state of the financial advice sector, the economy, the housing affordability crisis and more.

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‘Leave your ego at the door’: Being confident about ESG

ESG/RIAA/financial-advice/sustainability/responsible-investment/

Adviser willingness is the key hurdle to the uptake of ESG matters by financial advisers; they should not feel afraid or embarrassed if they are less familiar with what clients are seeking.

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The benefits Aussies gain from EMD

emerging-market-debt/EMD/Ninety-One/currency-hedging/

Australian advisers have an advantage of other developed markets when it comes to emerging market debt as the Aussie dollar acts as a natural hedge with potential to enhance risk-adjusted returns through hedging.

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Best opportunity in a decade for municipal bonds

Nuveen/bonds/fixed-income/

Asset manager Nuveen is seeing opportunity in municipal bonds which are at their highest yields in over a decade.

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Former Diverger head takes up new leadership role

Diverger-Limited/Diverger/Countplus/hires/

In his first move since the acquisition by Count, former Diverger managing director Nathan Jacobsen has taken up a new leadership role in the financial advice space.

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Victorian AFSL sentenced over non-compliance

ASIC/Victoria/court/sentence/

Medical grounds are no excuse for compliance failures as a Victorian AFSL is sentenced for failing to lodge annual financial reports.

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Pinnacle to launch second UK affiliate

Pinnacle-Investment-Management/Ian-Macoun/Pinnacle/

Pinnacle Investment Management has announced it plans to launch a new affiliate from a global equities team departing Royal London Asset Management.

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ASIC looks to enact more criminal enforcement

ASIC/enforcement/regulation/criminal-proceedings/civil-proceedings/senate/

The balance of ASIC enforcement activity is skewed towards civil rather than criminal cases, but the corporate regulator says it is seeking to redress this matter.

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How to successfully change careers into financial advice

financial-advice/education/Shadforth/Shadforth-Financial-Group/

From gym owner to working with private wealth advisers, Shadforth’s Joel Perryman shares his top recommendations for career changers looking to transition into the financial advice profession.

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RIAA launches toolkit to understand AI risks

ASIC/RIAA/artificial-intelligence/financial-advice/ESG/

The Responsible Investment Association of Australasia has launched a toolkit to help advisers address the risks presented by artificial intelligence.

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