ASIC confirms talks with Treasury on QOA Review

treasury/ASIC/quality-of-advice-review/Michelle-Levy/

| By Rhea Nath |

ASIC Commissioner Danielle Press confirmed the regulator has been in touch with Treasury on how differing ‘reasonable minds’ could agree on a common ground in Levy’s recommendations.

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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AET acquisition helps Equity Trustees profit in 1H23

equity-trustees/Australian-Executor-Trustees/financial-results/

| By Laura Dew |

Financial planning

Underlying net profit after tax at Equity Trustees was $13 million for the first half of the financial year as the company beds in the acquisition of Australian Executor Trustees.

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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E&P updates on impact of DASS failure

dass/Dixon-Advisory/E&P-Financial-Group/Evans-&-Partners/AFCA/

| By Laura Dew |

Financial planning

Expenses incurred by responding to the failure of Dixon Advisory and Superannuation Services has caused total revenue at E&P Financial Group to decline by 15%.

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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Which platform has taken the top spot?

platforms/investment-trends/HUB24/netwealth/

| By Laura Dew |

People & Products

The annual platform report from Investment Trends has shared which platform has taken the top spot for overall functionality this year.

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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WT Financial reports 1H23 earnings boost

Sentry-Group/WT-Financial-Group/Keith-Cullen/

| By Charbel Kadib |

Financial planning

The financial services firm has posted a 55% increase in operating profit after 'streamlining and integrating' its acquisition strategy.

AUTHOR

Charbel Kadib

Charbel is an experienced financial services journalist, previously serving as news editor of The Adviser and Mortgage Business. Prior to joining Money Management, he also covered defence and national security developments as news editor of Defence Connect, Cyber Security Connect, and Space Connect. Charbel graduated from the University of Notre Dame with a double major in politics and journalism.

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BetaShares slashes fees on Aussie equity ETF

BetaShares/ETFs/australian-equities/

| By Laura Dew |

People & Products

BetaShares has cut the management fee on its $2.6 billion Australia 200 exchange traded fund (ETF) to 0.

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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Twitter

Third individual charged in relation to Courtenay House misconduct

Ponzi-scheme/

| By Rhea Nath |
Financial planning

David Sipina has been charged with criminal offences relating to alleged misconduct at the Courtenay House group of companies.

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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DASH expands business with eight hires

bt-financial-group/

| By Rhea Nath |
People & Products

Advice technology solutions firm DASH has made eight new hires including former BT manager Tim Rogers as head of distribution.

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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American Century identifies demographic divides across impact investing

Funds-management/investment-trends/impact-investing/American-Century/

| By Charbel Kadib |
Funds management

A disparity in demand for impact investing across gender, age, and nationality has been identified in new research conducted by the global asset manager.

AUTHOR

Charbel Kadib

Charbel is an experienced financial services journalist, previously serving as news editor of The Adviser and Mortgage Business. Prior to joining Money Management, he also covered defence and national security developments as news editor of Defence Connect, Cyber Security Connect, and Space Connect. Charbel graduated from the University of Notre Dame with a double major in politics and journalism.

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Twitter

Is a US recession on the cards after all?

Bank-of-America/

| By Rhea Nath |
Funds management

Despite overwhelming pessimism for US markets going into 2023, the tide seems to be turning, with forecasts now mixed on a potential downturn.

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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Rhea 's social profiles:

AET acquisition helps Equity Trustees profit in 1H23

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Laura 's social profiles:

E&P updates on impact of DASS failure

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Laura 's social profiles:

Which platform has taken the top spot?

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Laura 's social profiles:

WT Financial reports 1H23 earnings boost

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Charbel 's social profiles:

BetaShares slashes fees on Aussie equity ETF

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Laura 's social profiles:

Third individual charged in relation to Courtenay House misconduct

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Rhea Nath

Rhea 's social profiles:

DASH expands business with eight hires

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Rhea 's social profiles:

American Century identifies demographic divides across impact investing

AUTHOR

Charbel Kadib

Charbel 's social profiles:

Is a US recession on the cards after all?

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Never miss the latest news and developments in wealth management industry

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