Over 8,700 FAAA membership renewals so far

Sarah-Abood/FPA/AFA/phil-anderson/

| By Rhea Nath |

The Financial Advice Association Australia has recorded over 8,700 membership renewals, including over 80 per cent of eligible practitioner members.

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Sarah Abood

FPA

AFA

phil anderson

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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Former RC case study receives penalty for unconscionable conduct

AFSL/Hayne-Royal-commission/ASIC/

| By Laura Dew |

Financial planning

The Federal Court has imposed a combined $13.5 million penalty on Select AFSL, BlueInc Services, and Insurance Marketing Services for engaging in unconscionable conduct.

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AFSL

Hayne Royal commission

ASIC

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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Franklin Templeton crowned this year’s Fund Manager of the Year

FMOTY/Fund-Manager-of-the-Year/Franklin-Templeton/

| By Laura Dew |

Funds management

Managing director, Felicity Walsh, reflects on the win, sharing what she feels sets Franklin Templeton apart and how the firm is partnering closely with clients to capitalise on market opportunities.

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FMOTY

Fund Manager of the Year

Franklin Templeton

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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Diverger explores innovative ways to increase scale

Diverger-Limited/Nathan-Jacobsen/Centrepoint/licensees/

| By Laura Dew |

Financial planning

EXCLUSIVE Easing regulation has made it easier to be a licensee, but Diverger is still in talks to see how it can grow its scale, according to chief executive Nathan Jacobsen.

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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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AMP completes SuperConcepts sale

amp/SuperConcepts/matthew-rowe/

| By Laura Dew |

People & Products

AMP has completed its sale of SuperConcepts to private equity firm Pemba Capital Partners.

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amp

SuperConcepts

matthew rowe

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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IAL receives largest-ever insurance penalty for consumer protection breaches

ASIC/insurance/

| By Laura Dew |

Policy & Regulation

Insurance Australia Ltd has been penalised $40 million by the Federal Court in the largest-ever penalty imposed against an insurer for breaches of consumer protection law.

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ASIC

insurance

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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Super changes kick in for FY2023–24

insurance/superannuation-funds/transfer-balance-cap/super-balance/FSC/ISA/

| By Laura Dew |

Financial planning

As the new financial year kicks off, financial advisers will need to ensure their clients – especially those approaching retirement – are in the right place for their superannuation as multiple changes take effect.

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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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AUSTRAC completes Bell Financial audit

Bell-Financial-Group/AUSTRAC/anti-money-laundering/compliance/

| By Laura Dew |

Funds management

AUSTRAC has concluded its external audit of Bell Financial Group after more than a year and has released its verdict.

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Bell Financial Group

AUSTRAC

anti-money laundering

compliance

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 Financial appoints new CEO

E&P-Financial-Group/ceo/Dixon-Advisory/dass/

| By Laura Dew |

People & Products

E&P Financial Group, parent of Dixon Advisory, has appointed a new chief executive as Peter Anderson steps down.

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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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Significant loss of 46 advisers marks end of FY2022–23

Wealth-Data/Colin-Williams/adviser-movement/

| By Rhea Nath |

Financial planning

Going into the end of the financial year, adviser movements remain disappointing with a large loss of 46 advisers for the week, according to Wealth Data.

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Wealth Data

Colin Williams

adviser movement

AUTHOR

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Over 8,700 FAAA membership renewals so far

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Former RC case study receives penalty for unconscionable conduct

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Franklin Templeton crowned this year’s Fund Manager of the Year

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Diverger explores innovative ways to increase scale

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AMP completes SuperConcepts sale

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IAL receives largest-ever insurance penalty for consumer protection breaches

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Super changes kick in for FY2023–24

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AUSTRAC completes Bell Financial audit

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E&P Financial appoints new CEO

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Significant loss of 46 advisers marks end of FY2022–23

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