FPA voices reservations about proposed CSLR and FAR legislation

financial-advice/CSLR/compensation/

| By Rhea Nath |

While acknowledging the importance of an effective compensation scheme, the Financial Planning Association of Australia has highlighted concerns around the legislation introduced into Parliament.

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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Govt launches consultation on MIS regulatory framework

managed-investment-scheme/Stephen-Jones/treasury/

| By Laura Dew |

Financial planning

The Government has announced it will launch a consultation into the regulatory framework for managed inv

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managed investment scheme

Stephen Jones

treasury

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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Geopolitical fears cause reversal of 20-year trend

China/

| By Laura Dew |
Funds management

Geopolitical fears are forcing countries to reverse a 20-year global trend and seek self-reliance rather than rely too heavily on China, according to Man GLG fund manager Andrew Swan.

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China

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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Generation Life enhances advisers’ estate planning options

investment-bonds/estate-planning/Generation-Life/

| By Rhea Nath |
People & Products

Generation Life has revealed investment bond upgrades as well as enhanced features of its LifeBuilder, C

Read more about:

investment bonds

estate planning

Generation Life

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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How 2023’s ‘low growth environment’ could affect small caps

equity-markets/Small-caps/Yarra-capital-management/

| By Rhea Nath |
Funds management

Yarra Capital Management’s Katie Hudson has shared her thoughts on the outlook for small caps in 2023 and what surprised people most this reporting season.

Read more about:

equity markets

Small caps

Yarra capital management

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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RBA’s Lowe hints at rate hike pause

RBA/interest-rates/economic-outlook/

| By Charbel Kadib |
Funds management

It may soon be appropriate for interest rates to "stop for a while", RBA governor Phil Lowe has said, amid mounting evidence of an economic slowdown.

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RBA

interest rates

economic outlook

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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Progress made on CSLR development

CSLR/compensation/Policy-&-Regulation/

| By Laura Dew |
Financial planning

The implementation of a Compensation Scheme of Last Resort (CSLR) has moved closer after the Bill was in

Read more about:

CSLR

compensation

Policy & Regulation

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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Policy and advocacy head departs FPA

FPA/AFA/Ben-Marshan/phil-anderson/

| By Laura Dew |
People & Products

Benjamin Marshan, general manager for policy and advocacy at the FPA, is to leave after seven years ahead of its merger with AFA with a replacement appointed in the interim.

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FPA

AFA

Ben Marshan

phil anderson

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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Twitter

What are female clients asking advisers?

BT/SMSF/Superannuation/financial-advice/relationships/

| By Laura Dew |
Financial planning

On International Women’s Day, BT has shared the top queries advisers receive from their female clients over the past 12 months and the financial issues concerning them.

Read more about:

BT

SMSF

Superannuation

financial advice

relationships

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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Twitter

Australian women trump APAC peers in financial confidence

fidelity/international-women's-day/gender/confidence/Women-in-Business/

| By Rhea Nath |
Financial planning

Research from Fidelity has found Australian women are more confident in managing their money but more concerned about the gender pay gap and rising costs.

Read more about:

fidelity

international women's day

gender

confidence

Women in Business

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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FPA voices reservations about proposed CSLR and FAR legislation

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Rhea Nath

Rhea 's social profiles:

Govt launches consultation on MIS regulatory framework

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Laura Dew

Laura 's social profiles:

Geopolitical fears cause reversal of 20-year trend

AUTHOR

Laura Dew

Laura 's social profiles:

Generation Life enhances advisers’ estate planning options

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Rhea Nath

Rhea 's social profiles:

How 2023’s ‘low growth environment’ could affect small caps

AUTHOR

Rhea Nath

Rhea 's social profiles:

RBA’s Lowe hints at rate hike pause

AUTHOR

Charbel Kadib

Charbel 's social profiles:

Progress made on CSLR development

AUTHOR

Laura Dew

Laura 's social profiles:

Policy and advocacy head departs FPA

AUTHOR

Laura Dew

Laura 's social profiles:

What are female clients asking advisers?

AUTHOR

Laura Dew

Laura 's social profiles:

Australian women trump APAC peers in financial confidence

AUTHOR

Rhea Nath

Rhea 's social profiles:

Never miss the latest news and developments in wealth management industry

Consistency is the most underrated investment strategy.

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