Licensees deride ‘crazy talk’ in qualified adviser name

quality-of-advice-review/lifespan/amp/Sarah-Abood/statement-of-advice/Stephen-Jones/

| By Jasmine Siljic |

Two of Australia’s largest licensees believe the removal of the safe harbour steps will have the greatest impact on advisers, but believe a new name is needed for the proposed “qualified advisers”.

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quality of advice review

lifespan

amp

Sarah Abood

statement of advice

Stephen Jones

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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Lifespan looks to micro-AFSLs for business growth

lifespan/Eugene-Ardino/AFSL/self-licensing/

| By Laura Dew |

Financial planning

With the growth in micro-AFSLs and self-licensing, Lifespan chief executive Eugene Ardino is looking to double the number of AFSLs it services through its Lifespan Partnership.

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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 top fears of insto investors in 2024

Natixis-Investment-Managers/natixis-IM/institutional-investors/

| By Jasmine Siljic |

Funds management

Natixis Investment Managers has revealed the biggest economic threats to Australian institutional investors next year, with 45 per cent describing recession as “inevitable” in 2024.

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Natixis Investment Managers

natixis IM

institutional investors

AUTHOR

Jasmine Siljic

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Dexus completes global CEO search

Dexus/ceo/chief-executive-officer/property/

| By Jasmine Siljic |

Funds management

Dexus has promoted its chief investment officer to become its next CEO, following the expected departure of Darren Steinberg in March 2024.

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Dexus

ceo

chief executive officer

property

AUTHOR

Jasmine Siljic

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Platinum appoints new CEO

Platinum/Platinum-Asset-Management/columbia-threadneedle/

| By Laura Dew |

Funds management

Platinum Asset Management has confirmed the new successor for co-founder Andrew Clifford to work as chief executive and managing director.

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Platinum

Platinum Asset Management

columbia threadneedle

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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ANZ penalised in landmark continuous disclosure regime verdict

ANZ/ASIC/federal-court/

| By Laura Dew |

Policy & Regulation

The Federal Court has penalised ANZ over its breach of continuous disclosure obligations and has warned other institutions could face a penalty as high as $780 million if the activity occurs nowadays.

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ANZ

ASIC

federal court

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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Will government be able to pass QAR in 2024?

quality-of-advice-review/QAR/phil-anderson/Ben-Marshan/Stephen-Jones/

| By Laura Dew |

Financial planning

Doubt has been cast on whether Minister for Financial Services, Stephen Jones, will be able to progress the Delivering Better Financial Outcomes reforms within a year.

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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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NGS Super rapped by APRA over cyber deficiencies

ngs-super/cybersecurity/APRA/

| By Laura Dew |

Superannuation

APRA has imposed additional licence restrictions on NGS Super, which suffered a cyber attack earlier this year.

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ngs super

cybersecurity

APRA

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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Cost-of-living crisis sidelines ESG investment

ESG/ESG-investments/Adviser-Ratings/financial-advisers/

| By Jasmine Siljic |

Funds management

Research from Adviser Ratings reveals investors are increasingly prioritising long-term financial stability over ESG investment as the cost of living bites, a contrast to previous research.

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AUTHOR

Jasmine Siljic

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Call to embrace career changers entering advice

amp/striver/graduate-program/education/

| By Laura Dew |

Financial planning

The financial advice profession should be embracing career changers and mature students, according to two commentators, as well as targeting those new graduates.

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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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Licensees deride ‘crazy talk’ in qualified adviser name

AUTHOR

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Jasmine 's social profiles:

Lifespan looks to micro-AFSLs for business growth

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The top fears of insto investors in 2024

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Jasmine Siljic

Jasmine 's social profiles:

Dexus completes global CEO search

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Platinum appoints new CEO

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Laura 's social profiles:

ANZ penalised in landmark continuous disclosure regime verdict

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Laura 's social profiles:

Will government be able to pass QAR in 2024?

AUTHOR

Laura Dew

Laura 's social profiles:

NGS Super rapped by APRA over cyber deficiencies

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Laura 's social profiles:

Cost-of-living crisis sidelines ESG investment

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Call to embrace career changers entering advice

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