Where does relevant provider registration with ASIC now stand?

ASIC/Wealth-Data/financial-adviser-register/

| By Rhea Nath |

ASIC’s senior executive leader, Leah Sciacca, has provided an update on the status of financial adviser registration with the regulator since it was delayed in November 2022.

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ASIC

Wealth Data

financial adviser register

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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Invest Blue invests $2m in Lumiant’s digital platform

Invest-Blue/Lumiant/digital-technology/

| By Rhea Nath |

Financial planning

The national financial advice firm has announced a strategic partnership with Lumiant to build a cloud-based platform that would boost advice clients’ engagement and satisfaction.

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Invest Blue

Lumiant

digital technology

AUTHOR

Rhea Nath

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How the US Federal Reserve killed regional banks

vaughan-nelson/US-banks/VanEck/

| By James Mitchell |

Funds management

An aggressive hiking cycle, an inverted yield curve and maturing government bonds have created a major banking disaster.

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vaughan nelson

US banks

VanEck

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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How is RIAA engaging with financial advisers?

RIAA/ESG/responsible-investment/

| By Laura Dew |

Financial planning

In conversation with Money Management, RIAA’s chief executive, Simon O’Connor, has shared how the organisation is creating initiatives to engage and help the advice community.

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RIAA

ESG

responsible investment

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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JPMAM’s Craig pushes back on Fed rate cut

JPMorgan/interest-rates/US-banks/

| By Laura Dew |

Funds management

There are unlikely to be rate cuts by central banks this year, according to JPMAM’s Kerry Craig, but investors need to prepare their portfolios for a 2024 rate reversal.

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JPMorgan

interest rates

US banks

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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US regulators move to impose new levy on big banks

US-banks/bank-levy/JPMorgan/

| By Charbel Kadib |

Funds management

A new levy on large US banks has been proposed by regulators, set to deliver a two-year blow to earnings.

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US banks

bank levy

JPMorgan

AUTHOR

Charbel Kadib

Charbel is an experienced financial services journalist, previously serving as news editor of The Adviser and Mortgage Business. Prior to joining Money Management, he also covered defence and national security developments as news editor of Defence Connect, Cyber Security Connect, and Space Connect. Charbel graduated from the University of Notre Dame with a double major in politics and journalism.

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ClearBridge forecasts 75% likelihood of Q3 US recession

clearbridge/recession/

| By Jasmine Siljic |

Funds management

The fund management firm’s proprietary risk dashboard has predicted a 75 per cent probability of a recession in the US.

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clearbridge

recession

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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Jones condemns ‘unacceptable’ AustralianSuper breach

| By Laura Dew |

Superannuation

Minister for financial services, Stephen Jones, has reacted to the news of AustralianSuper’s refund for tens of thousands of members, stating the breach is “unacceptable”.

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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Property growth is dead for the next decade: Milford

milford/Milford-Asset-Management/housing/Relative-Return/

| By James Mitchell |

Funds management

A leading fund manager says the structural deflation that made Australians real estate millionaires is over and investors should get ready for a decade of little to no capital growth in housing.

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milford

Milford Asset Management

housing

Relative Return

AUTHOR

James Mitchell

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Adviser number see first quarterly rise since 2018

Adviser-Ratings/licensees/adviser-numbers/

| By Laura Dew |

Financial planning

Adviser numbers saw a quarterly rise for the first time in five years, according to the latest Musical Chairs report from Adviser Ratings.

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Adviser Ratings

licensees

adviser numbers

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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Where does relevant provider registration with ASIC now stand?

AUTHOR

Rhea Nath

Rhea 's social profiles:

Invest Blue invests $2m in Lumiant’s digital platform

AUTHOR

Rhea Nath

Rhea 's social profiles:

How the US Federal Reserve killed regional banks

AUTHOR

James Mitchell

James 's social profiles:

How is RIAA engaging with financial advisers?

AUTHOR

Laura Dew

Laura 's social profiles:

JPMAM’s Craig pushes back on Fed rate cut

AUTHOR

Laura Dew

Laura 's social profiles:

US regulators move to impose new levy on big banks

AUTHOR

Charbel Kadib

Charbel 's social profiles:

ClearBridge forecasts 75% likelihood of Q3 US recession

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Jones condemns ‘unacceptable’ AustralianSuper breach

AUTHOR

Laura Dew

Laura 's social profiles:

Property growth is dead for the next decade: Milford

AUTHOR

James Mitchell

James 's social profiles:

Adviser number see first quarterly rise since 2018

AUTHOR

Laura Dew

Laura 's social profiles:

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