The biggest risks to investment portfolios in 2024

Natixis-Investment-Managers/China/

According to Natixis Investment Managers, five key threats will continue weighing on Australian investors’ minds and their portfolios in the new year as inflationary pressures tops the list.

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Eight ‘outrageous predictions’ from Saxo for 2024

Saxo/Saxo-Capital-Market/

Saxo has shared its 2024 Outrageous Predictions focusing on the US presidential election and the potential impact of artificial intelligence.

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Happy New Year from Money Management

ASIC/Superannuation/

Money Management would like to wish all our readers a Happy New Year and looks forward to bringing you all the latest news in 2024.

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Qld adviser’s promise of 8% returns leads to permanent ban

financial-advice/financial-advisers/ASIC/queensland/

A Gold Coast financial adviser who guaranteed his clients annual 8 per cent returns has been permanently banned from providing any financial services.

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Super funds report ‘tremendous’ November performance

Superannuation/Chant-West/investment-performance/

Strong sharemarkets have propelled positive superannuation fund performance across all risk categories in November and could mean this year’s annual returns offset 2022 losses, according to Chant West.

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The winners and losers in funds management in 2023

Platinum-Asset-Management/Clime-Investment-Management/Magellan/Perpetual/fund-managers/

Platinum Asset Management and Clime Investment Management have both seen steep downturns in their share prices this year, while Magellan is set to end a difficult year in positive territory.

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Relative Return: 2023 – A year of volatility and reform

Podcast/Relative-Return/

In this episode of Relative Return, hosts Charbel Kadib and Laura Dew reflect on the year that was, unpacking major developments across financial markets and the financial services industry over the course of 2023.  

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ASIC takes latest greenwashing action against asset manager

ASIC/greenwashing/Northern-Trust/

ASIC has taken action against an asset manager for alleged greenwashing around false and misleading statements about a carbon emission exclusion screen.

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ASIC pushes back first 2024 adviser exam

exam/adviser-exam/financial-advisers/

Candidates looking to sit the financial adviser exam next year will have a longer wait as ASIC pushes back the first sitting date in order to make amendments to the exam's delivery and accessibility.

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Insignia-licensed advice firm joins Count’s AFSL

Countplus/M&A/acquisition/licensees/

Critique Private Clients, a Sydney-based advisory business, has switched from an Insignia-owned licensee to Count’s Australian financial services licence network.

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