Powered by MOMENTUM MEDIA
moneymanagement logo
 

An Extended Cycle: Watch the Inflation Path

Premium-Content/

Read more about:

AUTHOR

Schroders to merge teams; fixed income head to depart

Schroders/fixed-income/multi-asset/Stuart-Dear/fund-management/

Schroders Australia has become the latest asset manager to announce changes to its Australian investment teams, with head of fixed income Stuart Dear to depart after more than a decade.

Read more about:

AUTHOR

From A-grades to advice: Embarking on a career change

financial-advice/education/economics/professional-year/

As the financial advice industry looks to embrace career changers, Money Management speaks with a former teacher and international development worker who took the leap into advice.

Read more about:

AUTHOR

Qld adviser permanently banned after fraud conviction

banning/ASIC/financial-advice/queensland/

A former financial adviser based in the Sunshine Coast has been permanently banned by ASIC after being sentenced to six years’ imprisonment for fraud.

AUTHOR

Young advised clients prioritise goal-based investing

Dimensional-Fund-Advisers/Dimensional/client-relationships/financial-goals/

Young investors aged under 40 are more than twice as likely to measure the value of their financial adviser based on progress towards their goals, Dimensional research uncovers.

Read more about:

AUTHOR

Do licensees always need to ‘take all reasonable steps’?

corporations-act/ASIC/compliance/AFSL/Hall-and-Wilcox/

A Federal Court ruling on whether licensees need to ‘take all reasonable steps’ regarding conflicted remuneration could extend to other parts of the advice process, according to law firm Hall & Wilcox.

Read more about:

AUTHOR

Fund Manager of the Year Awards 2024 gets new recruitment partner

awards/recruitment/Fund-Manager-of-the-Year/fund-manager-of-the-year-awards/

A recruitment firm specialising in funds management has been welcomed as a recruitment partner for this year’s awards.

Read more about:

AUTHOR

New advice practice launches under Centrepoint’s AFSL

financial-advice/Centrepoint/centrepoint-alliance/new-business/licensees/

A new financial advice business, licensed by Centrepoint Alliance, has recently commenced operations servicing HNW clients including retiring Baby Boomers and single women.

Read more about:

AUTHOR

Abrdn CEO exits troubled manager

abrdn/SG-Hiscock/ceo/

Abrdn chief executive Stephen Bird is to depart the troubled fund manager, which has slashed hundreds of jobs, after four years as the firm “moves to fresh leadership”.

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 weeks 2 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 weeks 1 day ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 3 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks ago

As the deadline approaches for advisers to meet higher education requirements, the FAAA has shared an “obscure” loophole to help advisers avoid redoing a professional yea...

1 week ago