First-ever Women in Finance Summit launches

women-in-financial-services/women-in-finance/momentum/gender-diversity/Women-in-Business/

| By Malavika |

Momentum Media is proud to launch its inaugural Women in Finance Summit, aimed at supporting and connecting leading female business owners in the financial services space.

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women in financial services

women in finance

momentum

gender diversity

Women in Business

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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Client book no longer a barrier to advice recruitment

financial-advisers/recruitment/Kaizen-Recruitment/Wealth-Data/

| By Laura Dew |

Financial planning

With the advice industry experiencing a loss of advisers, holding a solid client book is no longer a requirement as many firms may already have existing clients but lack sufficient advisers.

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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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Clime announces new strategic alliance

Clime-Investment-Management/Madison/Madison-Financial-Group/alliance/M&A/

| By Rhea Nath |

People & Products

Madison Financial Group, a wholly owned subsidiary of Clime, has formed a strategic alliance with Practice Development Group, bringing combined FUA to $8 billion through 130 advisers.

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Clime Investment Management

Madison

Madison Financial Group

alliance

M&A

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Will QAR drive greater paraplanner demand?

paraplanning/support/quality-of-advice-review/QAR/paraplanners/

| By Jasmine Siljic |

Financial planning

The Quality of Advice Review may be hoping to reduce regulatory red tape but the need for temporary support staff and paraplanners is on the rise as more advisers opt for a micro-AFSL structure.

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paraplanning

support

quality of advice review

QAR

paraplanners

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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RBA’s Lowe shares biggest regret of governor tenure

Phil-Lowe/RBA/central-bank-policy/covid-19/

| By Laura Dew |

Funds management

RBA governor Philip Lowe has shared his biggest regret as governor as he prepares to step down next month after seven years.

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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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RBA pay causes staff dismay

salary/remuneration/RBA/unions/Finance-Sector-Union/

| By Laura Dew |

People & Products

Staff at the RBA are in dispute with the central bank over working conditions and pay rises while its monetary policy board continues to hike interest rates.

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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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How AMP plans to stem advice losses

amp/Alexis-George/amp-financial-planning/financial-advice/Matt-Lawler/

| By Laura Dew |

Financial planning

AMP chief executive, Alexis George, has shared her thoughts on Insignia’s new ownership model and whether it will follow its footsteps as it expects $50 million in advice losses for FY23.

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amp

Alexis George

amp financial planning

financial advice

Matt Lawler

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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Sydney adviser receives permanent ban and AFSL cancellation

ASIC/banning/AFSL/cancellation/Sydney/

| By Laura Dew |

Financial planning

ASIC has permanently banned a Sydney financial adviser and cancelled the license of his business after he misappropriated investor funds.

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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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New head of platform strategy appointed at BT

westpac/BT/platforms/

| By Rhea Nath |

People & Products

As Westpac retains the BT platform business, a senior member of staff has returned to the firm after departing last year to lead its platform strategy.

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westpac

platforms

AUTHOR

Rhea Nath

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FSCP hands down first ‘written reprimand’ around advice scoping

FSCP/ASIC/financial-advice/code-of-ethics/

| By Rhea Nath |

Financial planning

Tackling issues around inappropriate scoping of advice, the Financial Services and Credit Panel has announced its first ‘written reprimand’.

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First-ever Women in Finance Summit launches

AUTHOR

Malavika Santhebennur

Malavika 's social profiles:

Client book no longer a barrier to advice recruitment

AUTHOR

Laura Dew

Laura 's social profiles:

Clime announces new strategic alliance

AUTHOR

Rhea Nath

Rhea 's social profiles:

Will QAR drive greater paraplanner demand?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

RBA’s Lowe shares biggest regret of governor tenure

AUTHOR

Laura Dew

Laura 's social profiles:

RBA pay causes staff dismay

AUTHOR

Laura Dew

Laura 's social profiles:

How AMP plans to stem advice losses

AUTHOR

Laura Dew

Laura 's social profiles:

Sydney adviser receives permanent ban and AFSL cancellation

AUTHOR

Laura Dew

Laura 's social profiles:

New head of platform strategy appointed at BT

AUTHOR

Rhea Nath

Rhea 's social profiles:

FSCP hands down first ‘written reprimand’ around advice scoping

AUTHOR

Rhea Nath

Rhea 's social profiles:

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