Professional network key as firms move beyond advice

financial-advice/broking/CoreData/

| By Jasmine Siljic |

CoreData research has highlighted Australian financial advice practices are expanding beyond traditional financial advice and reinforcing the power of a professional network to build their service offering.

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financial advice

broking

CoreData

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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ASIC suspends Melbourne advice firm’s AFSL

ASIC/AFSL/financial-advice/Melbourne/

| By Laura Dew |

Financial planning

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm.

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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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MA Financial boosts inflows, remains defensive amid market turmoil

Alternatives/real-estate/private-credit/

| By Laura Dew |

Funds management

In its latest quarterly update, alternative asset manager MA Financial said it saw a 22 per cent increase in net inflows (ex institutional) to $444 million and is holding onto cash at historically high levels.

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Alternatives

real estate

private credit

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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First Sentier Investors joins Aussie ETF market

first-sentier/First-Sentier-Investors/ETFs/

| By Jasmine Siljic |

Funds management

First Sentier Investors is the latest investment manager to enter the ETF space, enabling financial advisers and investors to access an existing geared fund via an ETF structure.

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first sentier

First Sentier Investors

ETFs

AUTHOR

Jasmine Siljic

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‘We moved the reform dial significantly’, says Jones

Stephen-Jones/financial-advice/financial-advice-reforms/regulation/CSLR/

| By Jasmine Siljic |

Financial planning

Despite industry criticisms, Financial Services Minister Stephen Jones believes the Labor government has moved the financial advice reform dial forward “significantly” during his term.

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Stephen Jones

financial advice

financial advice reforms

regulation

CSLR

AUTHOR

Jasmine Siljic

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What is keeping financial services directors up at night?

Financial-Services/AICD/regulation/compliance/

| By Laura Dew |

Financial planning

The Australian Institute of Company Directors has shared which issues are keeping financial services directors up at night, and how they compare to the sentiment of directors more broadly.

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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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ASIC considers publicly unmasking AFSLs’ IDR data

breach-reporting/ASIC/licensees/AFSLs/

| By Jasmine Siljic |

Financial planning

ASIC is seeking to publish firm-level data on the reportable situations and internal dispute resolution regime, in hopes that advice licensees will “lift their game”.

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AUTHOR

Jasmine Siljic

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Court orders wind up of Falcon Capital, First Guardian

| By Keith Ford |

Financial planning

The Federal Court has appointed liquidators to wind up Falcon Capital and the First Guardian Master Fund, following an ASIC application.

AUTHOR

Keith Ford

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Which ETF bled over $300m in March?

BetaShares/ishares/blackrock/ETFs/US-equities/

| By Jasmine Siljic |

Funds management

One of Australia’s largest ETF products lost over $300 million in outflows during March as international equity ETFs suffered steep declines in flows.

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AUTHOR

Jasmine Siljic

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Former CFS chief joins Australian Ethical board

Australian-Ethical/Australian-Ethical-Investment/colonial-first-state/CFS/

| By Jasmine Siljic |

Funds management

Australian Ethical Investment has welcomed an independent non-executive director to its board, who previously spent a decade as Colonial First State’s CEO.

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Australian Ethical

Australian Ethical Investment

colonial first state

CFS

AUTHOR

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Professional network key as firms move beyond advice

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

ASIC suspends Melbourne advice firm’s AFSL

AUTHOR

Laura Dew

Laura 's social profiles:

MA Financial boosts inflows, remains defensive amid market turmoil

AUTHOR

Laura Dew

Laura 's social profiles:

First Sentier Investors joins Aussie ETF market

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

‘We moved the reform dial significantly’, says Jones

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

What is keeping financial services directors up at night?

AUTHOR

Laura Dew

Laura 's social profiles:

ASIC considers publicly unmasking AFSLs’ IDR data

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Court orders wind up of Falcon Capital, First Guardian

AUTHOR

Keith Ford

Keith 's social profiles:

Which ETF bled over $300m in March?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Former CFS chief joins Australian Ethical board

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