Insignia earnings slide, FUMA thins

insignia/IOOF/renato-mota/

| By Charbel Kadib |

The wealth management firm has seen downturns in advice, platforms and asset management, which chief executive, Renato Mota, has attributed to the group's ongoing simplification strategy and negative market movements.

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.

View articles by Charbel

Charbel 's social profiles:

Australia’s national gender pay gap reaches record low

WGEA/gender-equality/Gender-pay-gap/

| By Rhea Nath |

People & Products

The Australian Workplace Gender Equality Agency has revealed the new national gender pay gap for 2023, which is now the lowest on record.

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.

View articles by Rhea

Rhea 's social profiles:

E-mail Author

ASIC confirms talks with Treasury on QOA Review

treasury/ASIC/quality-of-advice-review/Michelle-Levy/

| By Rhea Nath |

Financial planning

ASIC Commissioner Danielle Press confirmed the regulator has been in touch with Treasury on how differing ‘reasonable minds’ could agree on a common ground in Levy’s recommendations.

AUTHOR

Rhea Nath

View articles by Rhea

Rhea 's social profiles:

E-mail Author

AET acquisition helps Equity Trustees profit in 1H23

equity-trustees/Australian-Executor-Trustees/financial-results/

| By Laura Dew |

Financial planning

Underlying net profit after tax at Equity Trustees was $13 million for the first half of the financial year as the company beds in the acquisition of Australian Executor Trustees.

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.

View articles by Laura

Laura 's social profiles:

E&P updates on impact of DASS failure

dass/Dixon-Advisory/E&P-Financial-Group/Evans-&-Partners/AFCA/

| By Laura Dew |

Financial planning

Expenses incurred by responding to the failure of Dixon Advisory and Superannuation Services has caused total revenue at E&P Financial Group to decline by 15%.

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.

View articles by Laura

Laura 's social profiles:

Which platform has taken the top spot?

platforms/investment-trends/HUB24/netwealth/

| By Laura Dew |

People & Products

The annual platform report from Investment Trends has shared which platform has taken the top spot for overall functionality this year.

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.

View articles by Laura

Laura 's social profiles:

WT Financial reports 1H23 earnings boost

Sentry-Group/WT-Financial-Group/Keith-Cullen/

| By Charbel Kadib |

Financial planning

The financial services firm has posted a 55% increase in operating profit after 'streamlining and integrating' its acquisition strategy.

AUTHOR

Charbel Kadib

View articles by Charbel

Charbel 's social profiles:

BetaShares slashes fees on Aussie equity ETF

BetaShares/ETFs/australian-equities/

| By Laura Dew |

People & Products

BetaShares has cut the management fee on its $2.6 billion Australia 200 exchange traded fund (ETF) to 0.

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.

View articles by Laura

Laura 's social profiles:

E-mail Author

Twitter

Third individual charged in relation to Courtenay House misconduct

Ponzi-scheme/

| By Rhea Nath |
Financial planning

David Sipina has been charged with criminal offences relating to alleged misconduct at the Courtenay House group of companies.

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.

View articles by Rhea

Rhea 's social profiles:

E-mail Author

DASH expands business with eight hires

bt-financial-group/

| By Rhea Nath |
People & Products

Advice technology solutions firm DASH has made eight new hires including former BT manager Tim Rogers as head of distribution.

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.

View articles by Rhea

Rhea 's social profiles:

E-mail Author

Pagination

First page

Previous page

…

Page 337

Page 338

Page 339

Page 340

Current page 341

Page 342

Page 343

Page 344

Page 345

…

Next page

Last page

back to top

Subscribe to

Never miss the latest news and developments in wealth management industry

SUBSCRIBE TO OUR NEWSLETTER

Tariffs Across Eras: Why 2025 Is Not 1930
1 min read • Read now

Zagga Retains 4-Star ‘Superior’ Rating by SQM Research for Fifth Consecutive Year
1 min read • Read now

A Smarter Way to Invest in Property: WINIM Launches Australian Ready-to-Ready First Fund
1 min read • Read now

From Investment Banking to Boutique Fund Management: How Rixon Capital’s Founder is Redefining Private Credit
1 min read • Read now

View all

MARKET INSIGHTS

More Market Insights content

Podcast

Relative Return Insider: Market volatility fails to dent super fund performance

Listen now

Relative Return Insider: Conflict, defence spending, CPI, and a not-so-beautiful bill

Listen now

More podcasts

Latest Comments
Most Read

So we are now underwriting criminal scams?...

UGC to blame for 'eyewatering' CSLR cost increase

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

Stephen Jones to retire

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

Adviser sees registration suspended over ROA usage

7 months ago

Big 4 bank bids farewell to financial advice industry

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks ago

FSCP raps adviser over ‘extraordinary fees’ for inappropriate advice

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 3 days ago

ASIC cancels AFSL and permanently bans its responsible manager

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 6 days ago

Insignia earnings slide, FUMA thins

AUTHOR

Charbel Kadib

Charbel 's social profiles:

Australia’s national gender pay gap reaches record low

AUTHOR

Rhea Nath

Rhea 's social profiles:

ASIC confirms talks with Treasury on QOA Review

AUTHOR

Rhea Nath

Rhea 's social profiles:

AET acquisition helps Equity Trustees profit in 1H23

AUTHOR

Laura Dew

Laura 's social profiles:

E&P updates on impact of DASS failure

AUTHOR

Laura Dew

Laura 's social profiles:

Which platform has taken the top spot?

AUTHOR

Laura Dew

Laura 's social profiles:

WT Financial reports 1H23 earnings boost

AUTHOR

Charbel Kadib

Charbel 's social profiles:

BetaShares slashes fees on Aussie equity ETF

AUTHOR

Laura Dew

Laura 's social profiles:

Third individual charged in relation to Courtenay House misconduct

AUTHOR

Rhea Nath

Rhea 's social profiles:

DASH expands business with eight hires

AUTHOR

Rhea Nath

Rhea 's social profiles:

Never miss the latest news and developments in wealth management industry

Tariffs Across Eras: Why 2025 Is Not 1930

Zagga Retains 4-Star ‘Superior’ Rating by SQM Research for Fifth Consecutive Year

A Smarter Way to Invest in Property: WINIM Launches Australian Ready-to-Ready First Fund

From Investment Banking to Boutique Fund Management: How Rixon Capital’s Founder is Redefining Private Credit

MARKET INSIGHTS

Podcast

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

STAY CONNECTED

USEFUL LINKS

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

LINKS

CATEGORIES

STAY CONNECTED