BDMs critical to advisers’ understanding of alts markets

BDM business development manager Alternatives private markets financial advisers

| By Jasmine Siljic |

With alternative funds being described as “impossible” for fund managers to target towards advisers without the support of BDMs for education, Money Management explores the evolving nature of the distribution role.

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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Former AMP CEO joins Merlon Capital Partners

merlon capital partners amp Platinum Asset Management appointments

| By Laura Dew |

Funds management

Merlon Capital Partners has made multiple appointments to its business, including the former chief executive of AMP and two investment specialists from Platinum Asset Management.

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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MDAs equal ‘sweet spot’ between efficiency and customisation

managed accounts IMAP MDA

| By Jasmine Siljic |

Financial planning

With SMAs and MDAs being “the most powerful strategy” advisers can employ in their business, this CEO examines why the latter offers a sweet spot between efficiency and customisation.

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Jasmine Siljic

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AFSLs warned on AI risk governance

artificial intelligence dash ASIC licensees

| By Jasmine Siljic |

Financial planning

Following ASIC’s report into AFSLs’ adoption of AI last year, two DASH executives have urged financial advice practices to consider AI within their risk governance frameworks or risk regulatory scrutiny.

AUTHOR

Jasmine Siljic

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Macquarie AM announces double ETF launch

macquarie Macquarie Asset Management ETFs fixed income

| By Jasmine Siljic |

Funds management

Macquarie Asset Management has unveiled two new fixed income ETFs, strengthening the firm’s global active ETF platform that launched in 2023.

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Jasmine Siljic

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Clime IM appoints former adviser as portfolio manager

Clime Clime Investment Management appointments fund manager

| By Laura Dew |

Funds management

Clime Investment Management has appointed a portfolio manager on its Clime International Fund, who transitions from his role as a private bank financial adviser.

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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Jailed former Melbourne adviser loses sentence appeal

Melbourne ASIC jail financial advice banning

| By Staff |

Financial planning

Former financial adviser Bradley Grimm has lost his appeal to have his sentence overturned in the Supreme Court of Victoria after judges ruled the conditions were “lenient” for his actions.

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FAAA expects Dixon to push CSLR levy past $100m in FY26–27

CSLR financial advice Dixon Advisory

| By Laura Dew |

Financial planning

Compensation claims regarding United Global Capital may be a “much bigger issue” than Dixon Advisory this year, the FAAA has said, but Dixon will be back on the agenda for FY26–27 and could push the levy past $100 million.

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 looks to reduce burden of reportable situations regime

ASIC licensees breach reporting

| By Jasmine Siljic |

Financial planning

The corporate regulator has proposed additional relief for AFSLs under the reportable situations regime, with the FSC welcoming the changes to an “excessively burdensome” system.

AUTHOR

Jasmine Siljic

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HUB24 enters FY25 with $9.5bn in net inflows

HUB24 platforms Andrew Alcock

| By Jasmine Siljic |

Financial planning

HUB24 has seen record net inflows of $9.5 billion for the first half of FY25, driven by new advisers joining the platform and favourable market conditions.

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BDMs critical to advisers’ understanding of alts markets

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Former AMP CEO joins Merlon Capital Partners

AUTHOR

Laura Dew

Laura 's social profiles:

MDAs equal ‘sweet spot’ between efficiency and customisation

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

AFSLs warned on AI risk governance

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Macquarie AM announces double ETF launch

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Clime IM appoints former adviser as portfolio manager

AUTHOR

Laura Dew

Laura 's social profiles:

Jailed former Melbourne adviser loses sentence appeal

AUTHOR

FAAA expects Dixon to push CSLR levy past $100m in FY26–27

AUTHOR

Laura Dew

Laura 's social profiles:

ASIC looks to reduce burden of reportable situations regime

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

HUB24 enters FY25 with $9.5bn in net inflows

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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