Australian Ethical approaches $10bn after 39% rise in flows

Australian-Ethical/Superannuation/managed-funds/ethical-investing/

Funds under management at Australian Ethical are approaching $10 billion as net flows rise 39 per cent in the first half of FY2023–24.

Read more about:

AUTHOR

KKR seeks to educate advisers on alternatives usage

Alternatives/KKR/CFS/colonial-first-state/private-equity/real-estate/

KKR, global investment firm and majority owner of Colonial First State, has launched an education platform for financial advisers to educate them on alternative assets.

Read more about:

AUTHOR

Relative Return: Investing in a secure retirement

Podcast/Relative-Return/

In this episode of Relative Return, host Phil Tarrant is joined by Amanda Gardner, National Strategy Manager at Challenger, to examine the latest retirement income innovations.

AUTHOR

T. Rowe Price moves underweight on Australian equities and bonds

T-Rowe-Price/australian-equities/Australian-bonds/RBA/

T. Rowe Price has moved underweight on both Australian equities and bonds after more than a year of neutral positioning as it is concerned about short-term earnings.

Read more about:

AUTHOR

Superannuation reverses losses with strong 2023 returns

Chant-West/Superannuation/performance/Mano-Mohankumar/

Super funds have delivered a strong 2023 calendar year result, bolstered by strong international share markets, successfully reversing losses of 4.6 per cent in the previous year.

Read more about:

AUTHOR

Three Aussie firms among first signatories of global disclosure regime

RIAA/ESG/climate-change/

Three investment managers are among the first 12 Australian organisations to state they intend to start making disclosures aligned with the global Taskforce on Nature-related Financial Disclosure.

Read more about:

AUTHOR

Government seeks to implement mandatory AI guardrails

artificial-intelligence/government/ASIC/regulation/FSC/

With several financial services firms looking to implement AI into their business, the federal government is examining introducing mandatory guardrails to ensure it can be a global leader in responsible AI.

Read more about:

AUTHOR

Thousands of advisers risking career without new ASIC registration

financial-advice/ASIC/Sarah-Abood/

Almost 6,000 financial advisers have just two weeks to register with ASIC if they wish to continue to provide advice with the FAAA warning “a lot is at stake” if they remain unregistered.

Read more about:

AUTHOR

Five ways the advice exam could change in the future

ASIC/treasury/exam/professional-year/

Money Management collates the recommendations of major associations and how they would like the financial advice exam to change in the future following consultation.

Read more about:

AUTHOR

Fund managers most bullish on rates in 23 years

Bank-of-America/interest-rates/central-banks/cash/sentiment/equities/

Global fund managers are starting the year with an optimistic mindset and “have never been as bullish” on the prospect for short-term interest rates, according to Bank of America.

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 ago

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

3 months 4 weeks 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 ago

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

1 day 7 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 1 day ago

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

1 week ago
moneymanagement logo