Magellan’s head of research joins Antipodes

Magellan/antipodes/Jacob-Mitchell/

| By Rhea Nath |

Vihari Ross, who was responsible for leading Magellan’s 30-person global research team, has moved to Antipodes as a portfolio manager.

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Magellan

antipodes

Jacob Mitchell

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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Exelsuper enters managed accounts partnership with Activus

Activus-Investment-Advisors/managed-accounts/financial-advice/

| By Rhea Nath |

People & Products

The firm has announced a partnership with Activus Investment Advisors to establish a suite of branded managed portfolios on the Macquarie Wrap platform.

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Activus Investment Advisors

managed accounts

financial advice

AUTHOR

Rhea Nath

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ClearView enhances life insurance options

ClearView/life-insurance/Simon-Swanson/

| By Jasmine Siljic |

People & Products

The listed financial services company has released numerous enhancements to its ClearChoice life insurance product range.

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ClearView

life insurance

Simon Swanson

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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A deep dive into the adviser exam pass rate

financial-advice/exam/FASEA/

| By Laura Dew |

Financial planning

Money Management takes a closer look at the financial adviser exam and how this year’s exam results have differed from previous ones.

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financial advice

exam

FASEA

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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The winding road ahead for digital advice

digital-advice/quality-of-advice-review/intelliflo/Ignition-Advice/

| By Jasmine Siljic |

Editorial

Whilst digitally-enhanced advice seems inevitable following the final QOA report, industry members still debate the extent of its effectiveness.

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digital advice

quality of advice review

intelliflo

Ignition Advice

AUTHOR

Jasmine Siljic

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BOQ updates on CEO search

Bank-of-Queensland/patrick-allaway/ceo/appointment/

| By Laura Dew |

Financial planning

Bank of Queensland has provided an update for shareholders on its search for a chief executive following the surprise departure of George Frazis last November.

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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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CountPlus to hold vote on name change

Countplus/financial-advice/M&A/

| By Laura Dew |

Financial planning

CountPlus has announced it will hold an extraordinary general meeting to vote on a name change for the business.

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Countplus

financial advice

M&A

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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UBS AM appoints APAC fixed income head

UBS/appointment/fixed-income/AllianceBernstein/

| By Rhea Nath |

People & Products

The asset manager has announced Shamaila Khan will take up the role in early April after more than 10 years at AllianceBernstein.

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AUTHOR

Rhea Nath

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Perth advice practice pleads guilty to dishonest conduct

ASIC/crime/Perth/

| By Jasmine Siljic |

Financial planning

A Perth financial planning firm has pleaded guilty to three charges of dishonest conduct by falsifying information on client insurance forms.

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ASIC

crime

Perth

AUTHOR

Jasmine Siljic

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ASIC releases Feb exam results

ASIC/exam/

| By Laura Dew |

Financial planning

ASIC has released the pass data for candidates who sat the February financial advice exam.

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ASIC

exam

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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