First-ever Women in Finance Network Lunch launches

women/women-in-finance/women-in-financial-services/gender-equality/gender-diversity/

As the world celebrates International Women’s Day today, Money Management is proud to host the first-ever Women in Finance Network Lunch later this month.

Read more about:

AUTHOR

Government announces ‘historic reform’ of super on PPL

paid-parental-leave/Superannuation/federal-government/

The Albanese government has confirmed superannuation will be paid on the Commonwealth paid parental leave scheme from next year, addressing a longstanding “gender blind spot” in the retirement system.

Read more about:

AUTHOR

The fundies opting out of FOMO

artificial-intelligence/Forager/merlon-capital-partners/technology/behavioural-finance/

Two fund managers have shared how they look to exploit psychological biases in their portfolio construction and the behavioural traits at work when investors flood into stocks such as Nvidia.

Read more about:

AUTHOR

FSCP issues latest outcome regarding SOAs

FSCP/ASIC/statement-of-advice/Superannuation/

The Financial Services and Credit Panel has made its latest decision on a case regarding Statements of Advice and rolling over superannuation funds.

Read more about:

AUTHOR

InvestSMART launches white label investing platform

financial-advice/digital-advice/investSMART/

InvestSMART is positioning its business to be a leading digital wealth and advice platform in Australia as it launches its own white label online investing platform.

Read more about:

AUTHOR

Meet the Manager: Andrew Fraser of Merlon Capital

merlon-capital-partners/andrew-fraser/ESG/fund-management/

In the latest Meet the Manager profile, Money Management speaks with Merlon Capital portfolio manager and principal Andrew Fraser about setting up a fund manager in the wake of the GFC, portfolio construction and ESG.

Read more about:

AUTHOR

Strategic moves announced at Count-Diverger

Countplus/Diverger/AFSL/amp/fintech/

A Melbourne-based advisory firm formerly licensed through AMP has become the latest to join the Count network, while newly acquired Diverger has partnered with a fintech business.

Read more about:

AUTHOR

Consistent growth seen in Magellan FUM

Magellan/fund-flows/Andrew-Formica/Sophia-Rahmani/

Magellan has reported a funds under management increase, rising to $37.2 billion, as Sophia Rahmani prepares to join the firm in May.

Read more about:

AUTHOR

Adviser Ratings launches adviser PI offering

PI-insurance/financial-advisers/Adviser-Ratings/financial-advice/

Adviser Ratings has entered a strategic partnership with Numerisk to introduce a professional indemnity insurance solution, aimed at opening up adviser supply and improving trust in the industry.

Read more about:

AUTHOR

Morningstar CEO urges greater engagement in shifting wealth landscape

super-funds/Superannuation/morningstar/financial-advice/

Investors are suffering from decision paralysis with the volume of choice available, according to the CEO of Morningstar, and the industry would be wise to improve their engagement efforts to help them.

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 12 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
moneymanagement logo