MDAs equal ‘sweet spot’ between efficiency and customisation

managed-accounts/IMAP/MDA/

| By Jasmine Siljic |

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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managed accounts

IMAP

MDA

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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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.

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artificial intelligence

dash

ASIC

licensees

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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macquarie

Macquarie Asset Management

ETFs

fixed income

AUTHOR

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.

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Clime

Clime Investment Management

appointments

fund manager

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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AUTHOR

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.

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CSLR

financial advice

Dixon Advisory

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.

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ASIC

licensees

breach reporting

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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HUB24

platforms

Andrew Alcock

AUTHOR

Jasmine Siljic

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HMC Capital AUM rises 45%, thanks to real estate flows

private-markets/private-credit/financial-results/

| By Laura Dew |

Funds management

Alternative asset manager HMC Capital has reported a 45 per cent rise in assets under management in the first half of FY25, and how its private credit division is performing following the acquisition of Payton Capital.

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private markets

private credit

financial results

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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Future Generation appoints inaugural CIO

Perpetual/appointments/hires/CIO/

| By Laura Dew |

Funds management

Investment group Future Generation has appointed its first chief investment officer who joins the team from Perpetual Asset Management.

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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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Macquarie AM announces double ETF launch

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Clime IM appoints former adviser as portfolio manager

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Jailed former Melbourne adviser loses sentence appeal

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

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ASIC looks to reduce burden of reportable situations regime

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HUB24 enters FY25 with $9.5bn in net inflows

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HMC Capital AUM rises 45%, thanks to real estate flows

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