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UBS AM appoints APAC fixed income head

UBS/appointment/fixed-income/AllianceBernstein/

The asset manager has announced Shamaila Khan will take up the role in early April after more than 10 years at AllianceBernstein.

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Perth advice practice pleads guilty to dishonest conduct

ASIC/crime/Perth/

A Perth financial planning firm has pleaded guilty to three charges of dishonest conduct by falsifying information on client insurance forms.

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ASIC releases Feb exam results

ASIC/exam/

ASIC has released the pass data for candidates who sat the February financial advice exam.

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Former ASIC commissioner takes up board role at Cboe

cboe/Chi-X/ASX/ASIC/Cathie-Armour/

Former ASIC commissioner, Cathie Armour, has taken up a board role at Cboe, her first since departing the regulator last year, as director David Trude departs after 11 years.

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What’s the appetite for office REITs in 2023?

AREITs/REITs/Pengana/First-Sentier-Investors/LaSalle-Investment-Management/VanEck/

While REITs are well positioned for an environment of elevated inflation and low growth, office spaces could face double headwinds with rate hikes and the adoption of hybrid work.

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Advice fintech CEO to depart

Ignition-Advice/fintech/Craig-Keary/

The chief executive of an advice financial technology firm is to step down after two years.

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Magellan warns of potential ‘black swan’ event

bank/Magellan/credit-suisse/The-Magellan-Global-fund/

Magellan has warned a black swan event ‘cannot be ruled out’ given the current banking crisis but reassured investors in its $7.2 billion Global fund that it has minimal banking exposure.

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Why mindset coaching could benefit female clients

netwealth/women's-wealth/women/gender-diversity/financial-advice/

Female investors hold different financial drivers, beliefs and goals than their male counterparts, which need to be unpacked for a successful adviser-client relationship.

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Inflation hits spending patterns of retirees

challenger/retirement/

Some 80% of retirees say they are already negatively feeling the impact of inflation and the majority are concerned it will mean they run out of money, according to Challenger.

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Which licensee has seen the most adviser growth YTD?

Wealth-Data/Colin-Williams/adviser-numbers/

A Victoria-based licensee has reported the highest volume of adviser growth since the start of the year, according to Wealth Data.

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