Future advice intentions on the rise: ASX

financial-advice/cost-of-advice/digital-advice/ASX/

| By Rhea Nath |

A growing number of Australians plan to seek advice in the next 12 months, but less than 10 per cent are prepared to pay the average advice fee, according to the latest ASX Australian Investor Study.

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financial advice

cost of advice

digital advice

ASX

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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Schroders Australia appoints CEO

Schroders/multi-asset/Sam-Hallinan/Simon-Doyle/

| By Laura Dew |

People & Products

Schroders Australia has appointed a new chief executive at the firm and a new portfolio manager for its multi-asset 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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Bravura commences CEO search as Roy departs

Bravura/fintech/class/HUB24/

| By Rhea Nath |

People & Products

With chief executive, Libby Roy, stepping down from the role effective immediately, the fintech company has announced a global external executive search for her successor.

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AUTHOR

Rhea Nath

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Expect increased video SOA uptake post-QAR

MYMAVINS/fourth-line/statements-of-advice/video/quality-of-advice-review/

| By Laura Dew |

Financial planning

Industry experts are expectant of video statements of advice gaining in popularity as the Quality of Advice Review loosens rules on what advice documentation should look like.

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quality of advice review

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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Former Lonsec CIO joins global asset manager

fidelity/lonsec/ING-Australia/

| By Laura Dew |

People & Products

Former Lonsec chief investment officer, Lukasz de Pourbaix, has joined asset manager Fidelity International.

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fidelity

lonsec

ING Australia

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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Education providers set to lose over $50m from experience pathway

education/university/experience-pathway/

| By Laura Dew |

Financial planning

The experience pathway could mean tens of millions of dollars in losses for education providers, according to government forecasts.

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education

university

experience pathway

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 many advisers passed the May exam?

ASIC/exam/FASEA/

| By Laura Dew |

Financial planning

ASIC has released the pass mark for this year’s May financial adviser exam with almost three-quarters of candidates sitting for the first time.

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ASIC

exam

FASEA

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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abrdn’s ‘bloody frustrating’ digital advice battle

digital-advice/abrdn/quality-of-advice-review/ASIC/

| By Laura Dew |

Financial planning

EXCLUSIVE A lack of regulatory confirmation is making it difficult for firms to move into the digital advice space, according to abrdn, and changes under Quality of Advice Review this week won’t yet lead to real progress.

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digital advice

abrdn

quality of advice review

ASIC

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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JAWG meets with Jones to discuss QAR implementation

jawg/QAR/quality-of-advice-review/

| By Laura Dew |

Financial planning

The Joint Associations Working Group has met with Minister for Financial Services, Stephen Jones, in Canberra to work together on the response to the Quality of Advice Review.

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jawg

QAR

quality of advice review

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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Why did government exclude sunset clause from experience pathway?

experience-pathway/treasury/Stephen-Jones/sunset/

| By Laura Dew |

Financial planning

The government has clarified details on why a sunset clause is excluded from experience pathway legislation, introduced to the House of Representatives this week, despite industry pushback during the consultation period.

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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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Future advice intentions on the rise: ASX

AUTHOR

Rhea Nath

Rhea 's social profiles:

Schroders Australia appoints CEO

AUTHOR

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Laura 's social profiles:

Bravura commences CEO search as Roy departs

AUTHOR

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Rhea 's social profiles:

Expect increased video SOA uptake post-QAR

AUTHOR

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Former Lonsec CIO joins global asset manager

AUTHOR

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Education providers set to lose over $50m from experience pathway

AUTHOR

Laura Dew

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How many advisers passed the May exam?

AUTHOR

Laura Dew

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abrdn’s ‘bloody frustrating’ digital advice battle

AUTHOR

Laura Dew

Laura 's social profiles:

JAWG meets with Jones to discuss QAR implementation

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