Powered by MOMENTUM MEDIA
moneymanagement logo
 

Ensuring ESG product labelling is fit-for-purpose for advisers: RIAA

Zenith/RIAA/responsible-investment/sustainable/treasury/

Any changes to product labelling for sustainable funds must be applied consistently across investor channels, including those used by financial advisers, according to RIAA.

Read more about:

AUTHOR

AUSIEX seeks to awaken advisers to ‘cultural blind spot’ of bonds

AUSIEX/FIIG-Securities/fixed-income/Australian-fixed-income/bonds/SMAs/

Having completed its acquisition of fixed income provider FIIG, AUSIEX believes more can be done to increase direct investment of the assets and can envisage them being made more readily available on separately managed accounts.

Read more about:

AUTHOR

iShares reaches $50bn in Aussie ETF AUM

active-ETFs/ETFs/blackrock/ishares/

Having launched its first active ETF for Australian investors earlier this year, iShares says this has helped the firm reach $50 billion in assets under management in Australia.

Read more about:

AUTHOR

Iress announces CEO succession

iress/hires/ceo/Bravura/andrew-russell/

Financial services firm Iress has appointed Andrew Russell as group chief executive and managing director, taking over from Marcus Price.

AUTHOR

Relative Return Insider: Is Australia’s economic bounce for real?

Relative-Return/Podcast/

In the latest episode of the Relative Return Insider, host Maja Garaca Djurdjevic and AMP’s chief economist Shan

AUTHOR

Real-Time Settlement Efficiency in Modern Crypto Wealth Management

Premium-Content/

Read more about:

AUTHOR

Relative Return: How fixed income got its defensiveness back

Relative-Return/

Read more about:

AUTHOR

Advice industry sets its sights on managed accounts

managed-accounts/IMAP/Centrelink/generation-development-group/insignia/

As advisers attempt to tackle mounting operational costs and achieve greater efficiency, the FY25 reporting season has revealed a growing focus on managed accounts among major firms.

AUTHOR

Morningstar optimistic for improved outcomes under merged Platinum-L1 manager

morningstar/Platinum/Platinum-Asset-Management/L1-Capital/

Recommending Platinum shareholders to enact the merger with L1 Capital, Morningstar has said it expects the combined firm will be able to moderate outflows and facilitate diversity in product range.

Read more about:

AUTHOR

ASIC unveils financial advice roadmap amid regulation simplification

ASIC/regulation/financial-advice/

Amid regulatory simplification, ASIC has outlined its efforts in making regulation clearer and accessible, as well as unveiled a roadmap for financial advisers on their obligations.

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

5 days 19 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 weeks 2 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 1 day ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 3 days ago