Foresters welcomes new CIO

foresters-financial/Cbus/Australian-retirement-trust/investment-strategy/

| By Rhea Nath |

The member-owned financial services company has announced the appointment of Michael McQueen, former chief investment officer at Media Super, to its executive team.

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foresters financial

Cbus

Australian retirement trust

investment strategy

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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Financial gender equality progress weakens in March quarter

financy-women's-index/gender-equality/federal-budget/

| By Rhea Nath |

Financial planning

The Financy Women’s Index has slipped for the second quarter in a row as cost-of-living pressures continue to bite.

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financy women's index

gender equality

federal budget

AUTHOR

Rhea Nath

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Budget 2023: much-needed or a missed opportunity?

federal-budget/treasury/tax-concession/inflation/

| By Jasmine Siljic |

Features

While many welcomed Treasurer Jim Chalmers’ second budget with its $14.6 billion cost-of-living plan, some industry professionals are concerned with what was left out.

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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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Morgan Stanley in crosshairs as Icahn losses mount

Ponzi-scheme/managed-investments/

| By James Mitchell |

Funds management

Morgan Stanley has joined Jefferies in being named as one of the banks that advised investors who have lost up to 40 per cent of their money in Carl Icahn’s NASDAQ-listed conglomerate.

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Ponzi scheme

managed investments

AUTHOR

James Mitchell

James Mitchell is a senior financial services reporter with over ten years experience. He has covered the Murray Inquiry, the Hayne royal commission and the evolution of Australia's financial intermediary sectors since 2011, with a focus on banking, superannuation, mortgages and wealth management.

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AZ NGA partners with HNW advice group

HNWI/AZ-NGA/advice-firm/

| By Rhea Nath |

Financial planning

AZ NGA has announced a strategic partnership with Rose Partners, a Melbourne-based accounting and advisory business with a high-net-worth and healthcare professional client base.

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HNWI

AZ NGA

advice firm

AUTHOR

Rhea Nath

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BlackRock appoints head of client business

blackrock/wealth-management/credit-suisse/

| By Rhea Nath |

Financial planning

BlackRock Australia has announced the appointment of Jonathan Jenkins as head of client business in Vict

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blackrock

wealth management

credit suisse

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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AMP executive joins MLC Life

amp/MLC-Life/

| By Rhea Nath |
Financial planning

The insurer has appointed Craig Dainton, former director of strategic projects and deputy chief financial officer at AMP, as general manager of customer and adviser operations.

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amp

MLC Life

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 structural inflation be the end of property growth?

CoreLogic/housing/property-investment/

| By James Mitchell |
Funds management

Australians like to believe property values double every 10 years. It doesn’t — and the next decade could see annual growth rates of around 3 per cent as we navigate a new era of structural inflation.

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CoreLogic

housing

property investment

AUTHOR

James Mitchell

James Mitchell is a senior financial services reporter with over ten years experience. He has covered the Murray Inquiry, the Hayne royal commission and the evolution of Australia's financial intermediary sectors since 2011, with a focus on banking, superannuation, mortgages and wealth management.

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Advice complaints on the decline but ‘getting more complex’: AFCA

qoa-review/AFCA/financial-advice/

| By Rhea Nath |
Financial planning

Monthly complaints have fallen, but they could rise again by opening the scope of advice to other providers, according to AFCA lead ombudsman for investments and advice Shail Singh.

Read more about:

qoa review

AFCA

financial advice

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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Why Abood believes funds could struggle without digital strategies

FPA/digital-advice/financial-advisers/Women-in-Business/

| By Jasmine Siljic |
Financial planning

In questioning whether financial advice is “too complex” for the average Australian, Sarah Abood has reiterated the importance of digital tools to address accessibility concerns.

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FPA

digital advice

financial advisers

Women in Business

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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Foresters welcomes new CIO

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Financial gender equality progress weakens in March quarter

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Budget 2023: much-needed or a missed opportunity?

AUTHOR

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Jasmine 's social profiles:

Morgan Stanley in crosshairs as Icahn losses mount

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AZ NGA partners with HNW advice group

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BlackRock appoints head of client business

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Rhea Nath

Rhea 's social profiles:

AMP executive joins MLC Life

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Will structural inflation be the end of property growth?

AUTHOR

James Mitchell

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Advice complaints on the decline but ‘getting more complex’: AFCA

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Rhea Nath

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Why Abood believes funds could struggle without digital strategies

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