APAC ETF AUM poised to reach $2.5tn by 2027: PwC

ETFs/PwC/Global-X-ETFs/

| By Rhea Nath |

A global survey of more than 70 ETF executives has recorded massive optimism for the market and the “untapped potential” it offers investors.

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ETFs

PwC

Global X ETFs

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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The human foundation of the adviser-client relationship

FPA/Financial-Planning-Association-of-Australia/financial-advice/client-relationships/

| By Jasmine Siljic |

Financial planning

Whilst having technical knowledge is crucial, this adviser suggests that being an emotional rock to clients should be the top priority.

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FPA

Financial Planning Association of Australia

financial advice

client relationships

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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Thousands of advisers still lacking approved degrees

degree/Wealth-Data/experience-pathway/financial-advice/

| By Laura Dew |

Financial planning

There are still over 3,000 financial advisers on the Financial Advisers Register (FAR) who are without a degree and expect to rely on the experience pathway to continue their careers.

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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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Finfluencer banned by Federal Court

finfluencers/federal-court/

| By Laura Dew |

Policy & Regulation

The Federal Court has issued a permanent injunction against finfluencer, Tyson Scholz, to prohibit him from carrying on a financial services business.

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finfluencers

federal court

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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AFCA’s complaints resolution scheme passes $1bn mark

AFCA/compensation/consumer-protection/

| By Rhea Nath |

Financial planning

The financial services ombudsman has secured $1 billion in compensation and refunds for consumers since 2018 and is on track to receive close to 100,000 complaints this financial year.

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AFCA

compensation

consumer protection

AUTHOR

Rhea Nath

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Former Brisbane adviser permanently banned

ASIC/banning/

| By Laura Dew |

Financial planning

A former Brisbane-based financial adviser has been permanently banned from any involvement in financial services.

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ASIC

banning

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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Global X announces Australian equity ETF

Global-X-ETFs/ETFs/diversification/

| By Jasmine Siljic |

Funds management

The ETF provider has launched the Australia ex Financial & Resources ETF, offering a way for investors to diversify their Australian equity exposure away from the major players.

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Global X ETFs

ETFs

diversification

AUTHOR

Jasmine Siljic

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Young Australians want and need more financial education

financial-education/Griffith-University/financial-literacy/

| By Rhea Nath |

Financial planning

With the average person seeking out financial advice only after they’ve had a poor experience, it’s crucial to ensure a solid financial base from a young age, according to this Griffith academic.

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financial education

Griffith University

financial literacy

AUTHOR

Rhea Nath

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Former BT investment head joins Mercer wealth team

BT/mercer/

| By Rhea Nath |

People & Products

John Allmey, former head of investment specialists at BT, will become a strategic relationship leader for wealth management at Mercer following the sale of BT Investment Solutions and Advance Asset Management.

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mercer

AUTHOR

Rhea Nath

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CBA wealth and advice exec joins Allianz Australia

CBA/ANZ-Wealth/Allianz-australia/

| By Rhea Nath |

People & Products

Shez Ford, former wealth and advice executive at CBA, has moved over to Allianz Australia as chief general manager, consumer.

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CBA

ANZ Wealth

Allianz australia

AUTHOR

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Global X announces Australian equity ETF

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