Relative Return Unplugged: Superannuation reforms, budget pressures, and economic uncertainty
In this episode of Relative Return Unplugged, we examine the push for superannuation tax reforms aimed at saving
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Research houses up caution to private credit launches
The rise of private credit funds is giving research houses cause for concern about their viability for retail and wholesale investors and necessitating changes to their research process.
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.
AMP North reveals new AI adviser assistant
The platform has launched a new file note assistant for financial advisers powered by artificial intelligence which eliminates the need for manual note-taking.
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.
RIAA appoints chair as Piper steps down
Responsible Investment Association Australasia chair Ross Piper has stepped down, and the organisation has appointed a successor from First Sentier Investors.
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.
Former IOOF CEO Kelaher reappears at Sequoia
Former IOOF chief executive Chris Kelaher has joined Sequoia Financial Group in a consultancy capacity, as a corporate activist targets the licensee.
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.
TPB reappoints financial advice director
A financial planner has been reappointed to the Tax Practitioners Board for a one-year period, following his initial appointment three years ago.
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.
CFS Edge bolsters global managed account range
Colonial First State has added several new international managed accounts to its Edge platform amid adviser and licensee demand for global investment opportunities.
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.
Spotting adviser red flags to prevent possible misconduct
With AFCA urging financial advisers to report instances of misconduct, Assured Support has broken down the red flags to be aware of in your own business.
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.
FAAA looks to improve reportable situations regime relief
The FAAA and other industry groups have responded to ASIC’s proposed relief under the reportable situations regime, making several recommendations to reduce “unnecessary regulatory burden”.
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.
Australian Unity CEO to retire after 21 years
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company.
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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