Are younger fund managers in over their heads?

interest-rates/RBA/inflation/viridian/

| By James Mitchell |

A whole generation of investment managers – and some central bankers – are navigating an economic landscape they have never experienced.

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interest rates

RBA

inflation

viridian

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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New CEO appointed at ClearView Wealth

ClearView/ClearView-Wealth/

| By Laura Dew |

People & Products

ClearView Wealth has appointed a new chief executive as managing director, Simon Swanson, departs after 12 years.

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ClearView

ClearView Wealth

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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Momentum launches new financial services podcast

financial-services-industry/CIO/

| By James Mitchell |

People & Products

Money Management is pleased to announce the launch of a new weekly podcast that explores the people, products and strategies shaping Australia’s financial services industry.

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financial services industry

CIO

AUTHOR

James Mitchell

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Australian clients unhappy with advisers’ communication

Business-Health/communication/client-relationships/

| By Jasmine Siljic |

Financial planning

According to a Business Health survey, clients are dissatisfied with their adviser’s communication due to insufficient frequency and a lack of personalisation, and those firms that communicate more experience higher profitability.

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Business Health

communication

client relationships

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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Australia’s $250bn Future Fund returns to active equity management

Future-Fund/equities/active-management/Small-caps/

| By Laura Dew |

Funds management

The $250 billion Future Fund is moving back to active management for its equity allocations, six years after stating it was “nigh on impossible” for active managers to add value over and above their fees.

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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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A spotlight on Australia’s average financial adviser

quality-of-advice-review/Adviser-Ratings/financial-advice/fees/

| By Jasmine Siljic |

Financial planning

In its 2023 Landscape report, data agency Adviser Ratings has examined what you can expect from the average financial adviser and their practice in Australia.

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quality of advice review

Adviser Ratings

financial advice

fees

AUTHOR

Jasmine Siljic

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Experience pathway prompts fears of education drop-outs

experience-pathway/financial-adviser-examination/Kaplan/Western-Sydney-University/

| By Laura Dew |

Financial planning

Education providers have expressed concerns that the experience pathway will encourage existing students to drop out of their studies and has left past students angry about the inequality.

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experience pathway

financial adviser examination

Kaplan

Western Sydney University

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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Melbourne adviser banned for encouraging early super release

ASIC/early-release-of-superannuation/

| By Jasmine Siljic |

Financial planning

ASIC has banned Terence Rio Nugara, director of Skynet Financial Services, for obtaining $1.6 million from misleading clients and enabling the early release of superannuation.

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ASIC

early release of superannuation

AUTHOR

Jasmine Siljic

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Former Olympian to lead Ord Minnett’s private wealth team

ord-minnett/hires/JBWere/olympics/

| By Rhea Nath |

People & Products

A former Olympic medallist with over 18 years of experience in financial services has been appointed head of private wealth at the national wealth management group.

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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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Relative Return: The real story behind financial services

Podcast/Relative-Return/

| By James Mitchell |

Editorial

In this episode, Momentum Media’s managing editor of financial services, Phil Tarrant, sits down with senior journalist and host, James Mitchell, to discuss the vision of Relative Return and the growth of Momentum’s financial services team.

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Podcast

Relative Return

AUTHOR

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Are younger fund managers in over their heads?

AUTHOR

James Mitchell

James 's social profiles:

New CEO appointed at ClearView Wealth

AUTHOR

Laura Dew

Laura 's social profiles:

Momentum launches new financial services podcast

AUTHOR

James Mitchell

James 's social profiles:

Australian clients unhappy with advisers’ communication

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Australia’s $250bn Future Fund returns to active equity management

AUTHOR

Laura Dew

Laura 's social profiles:

A spotlight on Australia’s average financial adviser

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Experience pathway prompts fears of education drop-outs

AUTHOR

Laura Dew

Laura 's social profiles:

Melbourne adviser banned for encouraging early super release

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Former Olympian to lead Ord Minnett’s private wealth team

AUTHOR

Rhea Nath

Rhea 's social profiles:

Relative Return: The real story behind financial services

AUTHOR

James Mitchell

James 's social profiles:

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