Aged care and housing among clients’ budget concerns

federal-budget/Budget/viridian/financial-advice/

A poll of financial advisers has revealed aged care policies and the housing shortage crisis are among their greatest concerns ahead of the federal budget on 25 March.

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Minister Jones details second tranche of DBFO reforms

quality-of-advice-review/legislation/financial-advice/Parliament/

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms.

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Relative Return: Small caps in the era of Trump 2.0

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In this episode of Relative Return, host Laura Dew chats with Mark Barnes, head of investment research, and Cath

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Sequoia advisers switch to rival Centrepoint

Wealth-Data/Sequoia/Sequoia-financial-group/centrepoint-alliance/Centrepoint/

Centrepoint Alliance is among this week’s largest adviser gains, with the licensee gaining multiple advisers from its rival Sequoia.

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Ord Minnett ‘unashamedly’ in growth mode

ord-minnett/wealth-management/financial-advice/M&A/merger-and-acquisition/

The Australian wealth manager is eyeing both inorganic and organic growth opportunities to hit 400 advisers and $100 billion in funds under advice.

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JANA welcomes senior investment consultant

JANA/appointment/asset-consultants/

JANA Investment Advisers has announced its latest hire to grow its wealth business, who previously held senior consultant roles at Mercer and Lonsec.

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Global CIOs appointed at 2 investment businesses

chief-investment-officer/WTW/Nikko-Asset-Management/Nikko/

The investment business of WTW has promoted a private markets expert to a global leadership role as its CIO steps back after 10 years, while fund manager Nikko Asset Management has welcomed a new CIO.

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CFA Institute moves away from ESG terminology

CFA/CFA-Institute/ESG/sustainable-investing/

Leading education provider CFA Institute has removed “ESG” from its specialist qualification, the latest financial services organisation to move away from the term.

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CFS awards $1bn fixed income mandate to global manager

CFS/colonial-first-state/Man-Group/mandate/

Colonial First State has awarded a significant $1 billion mandate to a global investment management firm amid the growing investor interest for global fixed income.

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Relative Return Unplugged: Superannuation reforms, budget pressures, and economic uncertainty

Podcast/Relative-Return/

In this episode of Relative Return Unplugged, we examine the push for superannuation tax reforms aimed at saving

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