Iress partners with Ensombl on advice tech skills

iress/XPLAN/advice-technology/financial-advisers/

| By Jasmine Siljic |

Financial services software Iress and digital community platform Ensombl have partnered up to strengthen the technology skills of financial advisers and paraplanners through a new initiative.

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iress

XPLAN

advice technology

financial advisers

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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How should advice practices charge their clients?

advice-fees/netwealth/Adviser-Ratings/financial-advisers/

| By Jasmine Siljic |

Financial planning

Two separate studies have discovered the majority of advised clients prefer to pay a flat fee for financial advice, while unearthing how much they are willing to pay for the service.

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AUTHOR

Jasmine Siljic

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Relative Return: Interest reignites in cash as an asset class

Podcast/Relative-Return/

| By Laura Dew |

Editorial

In this episode of Relative Return, host Laura Dew speaks with Daniel Bower, chief product officer at FinClear, and Bill Keogh, chief executive of Transact1 (a FinClear subsidiary) to discuss cash as an asset class.

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Podcast

Relative Return

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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ASIC puts super funds on notice over advice fee deductions

ASIC/Superannuation/super-trustees/advice-fees/

| By Laura Dew |

Financial planning

ASIC has called on superannuation funds to improve their oversight of advice fee deductions following an investigation of 10 trustees that found $990 million was charged in one year.

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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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Meet the Manager: Andrew Mitchell of Ophir

Ophir-Asset-Management/fund-management/small-cap/ceo/

| By Laura Dew |

Funds management

In this latest Meet the Manager profile, Money Management speaks with Ophir Asset Management co-founder and portfolio manager Andrew Mitchell.

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Ophir Asset Management

fund management

small cap

ceo

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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Platinum sees 11% FUM decline after heavy insto redemptions

Platinum/Platinum-Asset-Management/fund-flows/redemptions/

| By Laura Dew |

Funds management

Platinum Asset Management saw outflows of $1.65 billion in April, partly as a result of redemptions from institutional mandates and product rationalisation initiatives.

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Platinum

Platinum Asset Management

fund flows

redemptions

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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Trustees face breach risk under advice deduction proposals

law/superannuation-funds/superannuation-trustees/financial-advice/fees/

| By Laura Dew |

Financial planning

Financial services lawyers believe the government may have good intentions, but the proposed legislation leaves superannuation trustees targeting an unachievable “standard of perfection” when it comes to advice deductions.

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law

superannuation funds

superannuation trustees

financial advice

fees

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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AMP launches alternative debt fund

amp/fund-launch/

| By Laura Dew |

Funds management

AMP has launched an alternative debt fund to provide investors with exposure to global private debt.

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amp

fund launch

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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Winners of Australian Wealth Management Awards revealed

awards/wealth-management/funds-management/

| By Malavika |

Funds management

There were 25 winners at the first-ever Australian Wealth Management Awards, held in Sydney tonight.

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awards

wealth management

funds management

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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Perpetual reshaped with strategic review outcome, Adams to retire

Perpetual/Rob-Adams/KKR/

| By Laura Dew |

Funds management

Perpetual has announced the outcome of a six-month strategic review and discussions with private equity giant KKR regarding its corporate trust and wealth management businesses.

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Perpetual

Rob Adams

KKR

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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Iress partners with Ensombl on advice tech skills

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

How should advice practices charge their clients?

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Jasmine Siljic

Jasmine 's social profiles:

Relative Return: Interest reignites in cash as an asset class

AUTHOR

Laura Dew

Laura 's social profiles:

ASIC puts super funds on notice over advice fee deductions

AUTHOR

Laura Dew

Laura 's social profiles:

Meet the Manager: Andrew Mitchell of Ophir

AUTHOR

Laura Dew

Laura 's social profiles:

Platinum sees 11% FUM decline after heavy insto redemptions

AUTHOR

Laura Dew

Laura 's social profiles:

Trustees face breach risk under advice deduction proposals

AUTHOR

Laura Dew

Laura 's social profiles:

AMP launches alternative debt fund

AUTHOR

Laura Dew

Laura 's social profiles:

Winners of Australian Wealth Management Awards revealed

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Malavika Santhebennur

Malavika 's social profiles:

Perpetual reshaped with strategic review outcome, Adams to retire

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