The top skills necessary for ESG professionals amid regulation push

esg-disclosure/ESG/Joe-Longo/ASIC/climate-change-disclosure/

| By Jasmine Siljic |

As ASIC chair Joe Longo pushes firms to prepare for the upcoming mandatory climate disclosure regime, what skills are necessary if firms are looking to expand their ESG teams?

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esg disclosure

ESG

Joe Longo

ASIC

climate change disclosure

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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Aussies overestimating funds needed for comfortable retirement

retirement/retirement-savings/CFS/colonial-first-state/

| By Jasmine Siljic |

Financial planning

Unadvised Australians believe they need $2 million to retire comfortably, according to Colonial First State, a wide variance compared to advised individuals who estimate $1.3 million.

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AUTHOR

Jasmine Siljic

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TAL introduces four new ethics courses

ethics/TAL/CPD/financial-advice/

| By Laura Dew |

Financial planning

TAL has introduced four new courses to its Risk Academy focused on ethical dilemmas as part of Ethics Month to help advisers meet their CPD requirements.

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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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FSI to close four investment teams

FSI/First-Sentier-Investors/fund-management/

| By Laura Dew |

Funds management

First Sentier Investors has announced it will close four of its Australian investment teams amid a simplification of the business, with $14 billion expected to be returned to investors.

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FSI

First Sentier Investors

fund management

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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Finalists announced for Fund Manager of the Year Awards 2024

Fund-Manager-of-the-Year/lonsec/Awards/

| By Laura Dew |

Funds management

Ninety finalists have been chosen to compete at the 36th annual Fund Manager of the Year Awards, to be held in Sydney on 13 June.

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Fund Manager of the Year

lonsec

Awards

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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Sequoia shareholders seek to oust CEO Crole

Sequoia/Garry-Crole/AFSL/licensees/Diverger-Limited/ceo/

| By Laura Dew |

Financial planning

Sequoia shareholders are due to hold a vote regarding the removal of chief executive Garry Crole and are looking to appoint the chair of a rival licensee in his place on the board.

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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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The ‘10-year overnight success’ story of Shaw and Partners

Shaw-and-Partners/CEOs/licensees/AFSL/Wealth-Data/

| By Jasmine Siljic |

Financial planning

Shaw and Partners co-CEO, Earl Evans, reflects on the advice firm’s decade-long success story and why fostering a quality work culture sits at the heart of the business.

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Jasmine Siljic

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Godfrey Pembroke reappoints Lonsec Research amid Insignia exit

Godfrey-Pembroke/lonsec/research-house/insignia/

| By Jasmine Siljic |

Financial planning

Godfrey Pembroke Group has reappointed Lonsec as its research and investment consultant partner, while the licensee transitions out of Insignia Financial’s institutional ownership.

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Jasmine Siljic

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ASIC cancels AFSL of Brisbane advice firm

ASIC/queensland/AFSL/

| By Laura Dew |

Financial planning

ASIC has cancelled the AFSL of a Brisbane advice firm in order to protect the interest of potential consumers as it feared the firm would breach financial services laws.

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ASIC

queensland

AFSL

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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Fortnum and PFS unify under parent company

fortnum-private-wealth/Fortnum/australian-unity/financial-advisers/

| By Jasmine Siljic |

Financial planning

Following its acquisition of Australian Unity’s advice business, Fortnum Private Wealth and Professional Financial Services have formed a new parent company with Fortnum CEO Neil Younger at the helm.

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fortnum private wealth

Fortnum

australian unity

financial advisers

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The top skills necessary for ESG professionals amid regulation push

AUTHOR

Jasmine Siljic

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Aussies overestimating funds needed for comfortable retirement

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

TAL introduces four new ethics courses

AUTHOR

Laura Dew

Laura 's social profiles:

FSI to close four investment teams

AUTHOR

Laura Dew

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Finalists announced for Fund Manager of the Year Awards 2024

AUTHOR

Laura Dew

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Sequoia shareholders seek to oust CEO Crole

AUTHOR

Laura Dew

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The ‘10-year overnight success’ story of Shaw and Partners

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Godfrey Pembroke reappoints Lonsec Research amid Insignia exit

AUTHOR

Jasmine Siljic

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ASIC cancels AFSL of Brisbane advice firm

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Laura Dew

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Fortnum and PFS unify under parent company

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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