New shadow finance roles appointed as Hume exits
The Coalition has announced a new shadow treasurer and minister for financial services, while Jane Hume will exit the shadow ministry.
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‘Competency failures’ lead to Sydney AFSL cancellation
ASIC has cancelled the AFSL of a Sydney-based advice firm, describing how it demonstrated “competency failures” in its activities.
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.
Advisers underestimating client demand for alternatives
Wealth managers are underestimating the client demand for alternatives, according to EY, and those who can integrate a full range into investment propositions stand to gain a competitive advantage over their peers.
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.
Are you annoying your clients?
Morningstar behavioural scientist Ryan Murphy has shared the top annoyances held by clients towards their financial advisers and how it could impact their ongoing relationship.
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.
Intelliflo launches fee consent screen in reaction to DBFO
Advice technology solution intelliflo has launched a fee consent screen to provide financial advisers with enhanced fee tracking abilities, responding to latest DBFO legislation.
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.
La Trobe Financial launches private credit fund
La Trobe Financial has announced the launch of an ASX-listed private credit fund, offering a new funding avenue for the firm.
Challenger confirms double board appointment
The financial services company has welcomed two independent non-executive directors to its board, while also announcing the upcoming departure of another board member.
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.
CSLR spend set to fall below FY25 estimate
Spending by the Compensation Scheme of Last Resort in FY25 is expected to be less than the $24 million it had previously estimated, the body has announced.
AUTHOR
Keith Ford
‘Building an airplane in the sky’: How platforms are keeping up with AI
The rise of artificial intelligence (AI) is a “massive enabler” for Australia’s investment platforms, says HUB24 and Netwealth, as they seek to lead this technological disruption.
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.
SIAA ‘fundamentally opposes’ ASIC’s naming and shaming IDR approach
The industry body has expressed its strong opposition towards ASIC's plans of publishing reportable situations data, describing it as a “completely inappropriate use of data”.
AUTHOR
Keith Ford
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