Australian Ethical announces senior leadership appointments

Australian-Ethical/hires/appointments/

| By Rhea Nath |

The ethical investment manager has welcomed a chief investment officer, a deputy chief investment officer, and head of impact and ethics.

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Australian Ethical

hires

appointments

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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Benjamin Marshan to join CALI executive team

FPA/westpac/

| By Rhea Nath |

People & Products

The former policy and advocacy head at the FPA has announced he will be joining the Council of Australian Life Insurers' executive team.

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FPA

westpac

AUTHOR

Rhea Nath

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Munro benefits from controversial Ozempic use

Munro-Global-Growth-fund/munro-partners/

| By Laura Dew |

Funds management

Off-label usage of a controversial diabetes drug has been beneficial for Munro Partners’ Global Growth fund with the firm expecting this type of medication to become the next “blockbuster drug”.

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Munro Global Growth fund

munro partners

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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Fed rescues depositors amid fears of SVB 'contagion'

banking/Federal-Reserve/US-economy/

| By Charbel Kadib |

Funds management

The Federal Reserve has stepped in to guarantee deposits impacted by the second largest banking collapse in US history, which has rattled financial markets.

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banking

Federal Reserve

US economy

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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Australian women lag behind European peers in managing their money

financial-literacy/yougov/Women-in-Business/

| By Rhea Nath |

Financial planning

A survey of 18 global markets has found Australian women are more likely to seek help to manage their money than those in Germany, Great Britain, and the US.

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financial literacy

yougov

Women in Business

AUTHOR

Rhea Nath

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Advice firm Invest Blue to trial nine-day fortnight initiative

Invest-Blue/productivity/financial-advice/

| By Jasmine Siljic |

Financial planning

One advice firm is trialling a unique initiative to improve employee wellbeing and productivity, costing $1.9 million annually.

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Invest Blue

productivity

financial advice

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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Ord Minnett expands advisory team

ord-minnett/financial-advisers/JBWere/

| By Rhea Nath |

People & Products

Wealth management group Ord Minnett has hired two new advisers to its expanding private wealth business.

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ord minnett

financial advisers

JBWere

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 state of financial wellbeing in Australia

financial-literacy/qoa/financial-advice/

| By Rhea Nath |
Editorial

Amid inflation, interest hikes, and changes to superannuation, financial capability remains at the forefront of conversations, though many are concerned about Australians’ ability to manage their money.

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financial literacy

qoa

financial advice

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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Booming UK advice market leaving Aussies in the dust

digital-advice/qoa/technology/

| By James Mitchell |
Financial planning

Technology has been instrumental in the significant growth of financial advice in the UK over the last decade and a major UK player is eager to transform the local advice market.

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digital advice

qoa

technology

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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What were key ESG concerns for companies in 2022?

ESG/sustainability/Perennial/

| By Rhea Nath |
Financial planning

A survey of 55 ASX-listed companies across various sectors and market cap sizes has explored their key ESG priorities in the last year.

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ESG

sustainability

Perennial

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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Australian Ethical announces senior leadership appointments

AUTHOR

Rhea Nath

Rhea 's social profiles:

Benjamin Marshan to join CALI executive team

AUTHOR

Rhea Nath

Rhea 's social profiles:

Munro benefits from controversial Ozempic use

AUTHOR

Laura Dew

Laura 's social profiles:

Fed rescues depositors amid fears of SVB 'contagion'

AUTHOR

Charbel Kadib

Charbel 's social profiles:

Australian women lag behind European peers in managing their money

AUTHOR

Rhea Nath

Rhea 's social profiles:

Advice firm Invest Blue to trial nine-day fortnight initiative

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Ord Minnett expands advisory team

AUTHOR

Rhea Nath

Rhea 's social profiles:

The state of financial wellbeing in Australia

AUTHOR

Rhea Nath

Rhea 's social profiles:

Booming UK advice market leaving Aussies in the dust

AUTHOR

James Mitchell

James 's social profiles:

What were key ESG concerns for companies in 2022?

AUTHOR

Rhea Nath

Rhea 's social profiles:

Never miss the latest news and developments in wealth management industry

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