‘Mere disclosure is not enough’: Avoiding conflicts of interest breaches

AFCA/Dixon/conflict-of-interest/financial-advisers/

| By Jasmine Siljic |

AFCA has urged financial advice firms that when recommending a product to clients where it receives any benefits, advisers must go beyond merely disclosing conflicts of interest.

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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The culture clash of public and private markets

private-markets/public-markets/fund-managers/Kaizen-Recruitment/Deloitte/

| By Laura Dew |

Funds management

As fund managers are urged to diversify their product ranges, they are finding a faster way to do this is via an acquisition of existing firms but experts say it is not without potential culture clashes.

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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Female financial adviser numbers hit stagnation

female-advisers/women/Wealth-Data/

| By Jasmine Siljic |

Financial planning

Women still account for less than one-quarter of Australia’s financial advice profession, with only two firms with more than 100 advisers having 30 per cent female advisers.

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Jasmine Siljic

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Ninety One offers global fund for wholesale investors

wholesale/Ninety-One/global-equities/

| By Laura Dew |

Funds management

Ninety One has launched a global equities Global Franchise Fund to wholesale investors in Australia and envisages expanding the wholesale range in the future.

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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Proxy-voting platform launches for Aussie MUFG clients

Proxy-voting/Mitsubishi-UFJ-Trust-and-Banking-Corporation/fintech/

| By Jasmine Siljic |

Funds management

MUFG Pension and Market Services has expanded its partnership with proxy voting and investor communication platform Proxymity into the Australian market, following success in the UK.

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Jasmine Siljic

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Is the AFSL regime necessary for a true profession?

AFSL/licensing/self-licensing/Sarah-Abood/

| By Jasmine Siljic |

Financial planning

Questions have been raised regarding the viability of the current Australian Financial Services licensing regime, and the role that licensees have to play in monitoring and supporting the profession.

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Jasmine Siljic

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AMP proposes further cuts amid ongoing simplification

amp/AMP-Group/restructure/fsu/Finance-Sector-Union/

| By Laura Dew |

Financial planning

Almost 30 staff at AMP could be affected by changes to its marketing and communications team, Money Management understands, as it makes two senior hires.

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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Cbus launches financial advice offering

Cbus/financial-advice/

| By Maja Garaca Djurdjevic |

Financial planning

Superannuation fund Cbus has announced it will offer a financial advice offering for its members and their partners called Advice Essentials Plus.

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FAAA embraces ASIC’s ‘workable’ FSG solution

ASIC/FSG/Financial-Services-Guides/phil-anderson/

| By Jasmine Siljic |

Financial planning

ASIC’s relief measures enabling advisers to rely on website disclosure information instead of providing a Financial Services Guide has been welcomed by the industry association.

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Jasmine Siljic

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CFS finalises decision on RLAM/Ironbark funds

CFS/colonial-first-state/Pinnacle-Investment-Management/Pinnacle/Ironbark-Asset-Management/equities/global-equities/

| By Laura Dew |

Funds management

CFS has finalised its decision on the future of two RLAM funds on its platform after Ironbark Asset Management opted to agree to new investment managers.

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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