How can advisers mitigate wealth transfer concerns?

wealth-transfer/Adviser-Ratings/intergenerational-wealth/financial-advisers/

| By Jasmine Siljic |

Clients are exhibiting multiple concerns on the intergenerational wealth transfer, making it imperative for advisers to address these fears through comprehensive strategies, Adviser Ratings explores.

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 outlines AFSL guidance on qualification checks

ASIC/licensees/financial-advisers/qualifications/

| By Laura Dew |

Financial planning

ASIC has identified three situations where it may be difficult for a licensee to assess an adviser’s qualifications and provided case studies of how they should be tackled, as it undergoes a crackdown on FAR reporting.

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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Are active ETFs the next growth pathway?

vanguard/ETFs/active-ETFs/

| By Laura Dew |

Funds management

Vanguard and State Street have debated active ETFs, and whether they are the next vehicle for growth, or forever in the shadow of index-tracking funds.

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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Magellan fund conversion adds to $0.7bn August outflows

Magellan/The-Magellan-Global-fund/Funds-management/

| By Laura Dew |

Funds management

The conversion of the Magellan Global Fund units has contributed to $0.7 billion in outflows for the fund manager in August.

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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Melbourne adviser sentenced for dishonest SMSF conduct

federal-court/SMSFs/ASIC/Melbourne/financial-advice/

| By Laura Dew |

Financial planning

A former Melbourne financial planner, Bradley Grimm, has been sentenced for dishonest conduct regarding the transfer of self-managed super fund assets.

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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FSCP makes latest two determinations

FSCP/compliance/ASIC/

| By Laura Dew |

Financial planning

The Financial Services and Credit Panel has made its latest two determinations, one regarding possible breaches of conflicted remuneration and the second about non-compliance with CPD.

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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The true value of advice to a client

financial-advice/value-for-money/Russell-Investments/

| By Laura Dew |

Financial planning

Financial advisers have added at least 5.7 per cent in value to their clients over the past year, according to Russell Investments, and the firm has shared recommendations on how further value can be added.

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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What are 5 compliance mistakes made by AFSLs?

compliance/financial-advice/Assured-Support/statement-of-advice/

| By Jasmine Siljic |

Financial planning

Compliance and risk consultancy Assured Support has pinpointed five common compliance mistakes made by financial advice firms, borne from small oversights that can quickly transpire.

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Jasmine Siljic

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Fitzpatricks Group appoints CEO as Blackledge departs

Fitzpatricks-Group/fitzpatricks-private-wealth/ceo/financial-advice/Atrium/

| By Laura Dew |

Financial planning

National advisory firm Fitzpatricks Financial Group has appointed Andrew Fairweather as its new group chief executive, replacing Jodie Blackledge who steps back after four years in the role.

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 applies for Keystone liquidation

federal-court/compensation/managed-investment-scheme/

| By Laura Dew |

Financial planning

ASIC has applied for Keystone to be liquidated rather than wound up, as the Federal Court requests a report detailing the potential returns for any victims who have suffered losses.

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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