Industry redundancies raise questions about talent loyalty

insignia/hiring/

| By Rhea Nath |

As cost-cutting programs drive a rise in wealth management redundancies, a recruitment consultant suggests highly regarded talent are seeing their loyalty tested in an uncertain market.

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insignia

hiring

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Advisers bullish on global equities but valuations a worry

Fidante/global-equities/Australian-small-caps/equities/

| By Rhea Nath |

Funds management

A new survey has found advisers are planning to increase allocations to global equities as well as Australian small caps in the next six months, however they believe high valuations in the market remain concerning.

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Fidante

global equities

Australian small caps

equities

AUTHOR

Rhea Nath

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Managed funds underperform despite lowered fees

managed-funds/morningstar/investSMART/

| By Rhea Nath |

Funds management

The average managed fund fee has declined by a third over the past 10 years, however InvestSMART’s analysis suggests this has not necessarily translated to them outperforming their benchmark.

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managed funds

morningstar

investSMART

AUTHOR

Rhea Nath

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Ausbil set to unveil inaugural ETF

Ausbil/dividend/ETF/

| By Rhea Nath |

Funds management

The fund manager has announced plans to debut its first exchange-traded fund, launching in the first half of 2025.

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Ausbil

dividend

ETF

AUTHOR

Rhea Nath

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Relative Return Unplugged: What is the impact of the CSLR?

Relative-Return/

| By Keith Ford |

Editorial

In this episode of Relative Return Unplugged, co-hosts Maja Garaca Djurdjevic and Keith Ford are joined by Money

AUTHOR

Keith Ford

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Director penalised $1.25m over unregistered MIS

ASIC/federal-court/

| By Rhea Nath |

Policy & Regulation

The Federal Court has found a company director guilty of operating unregistered managed investment schemes and carrying on a financial services business without holding an AFSL.

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ASIC

federal court

AUTHOR

Rhea Nath

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How could ASIC mitigate wealth management collapses?

ASIC/financial-services-council/AFSL/enforcement/Senate-Economic-References-Committee/

| By Laura Dew |

Financial planning

The Financial Services Council has made multiple recommendations to ASIC regarding exercising its powers around AFSLs to mitigate the risk of failing companies including greater capital requirements.

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ASIC

financial services council

AFSL

enforcement

Senate Economic References Committee

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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Infinity Capital Solutions announces new distribution hire

abrdn/viridian/distribution/

| By Rhea Nath |

People & Products

Infinity Capital Solutions, part of Viridian Financial Group, has welcomed a second former abrdn executive to the newly created role of national distribution manager.

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abrdn

viridian

distribution

AUTHOR

Rhea Nath

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Reflecting on Insignia’s acquisition of MLC

insignia/insignia-financial/IOOF/Scott-Hartley/renato-mota/

| By Laura Dew |

Financial planning

As Insignia Financial formally completes the separation of MLC from NAB, Money Management reflects back on how the acquisition came to be and where Insignia sees MLC going forward.

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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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Gearing for growth: Why advisers are looking to leverage portfolios

global-x/ETFs/financial-advice/gearing/

| By Rhea Nath |

Funds management

Geared funds are proving to be a popular strategy for wealth accumulation, however its complex nature means financial advisers have an important role to play in harnessing the benefits while mitigating potential downsides.

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

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Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

Stephen Jones to retire

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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

Adviser sees registration suspended over ROA usage

7 months 3 weeks ago

Industry redundancies raise questions about talent loyalty

AUTHOR

Rhea Nath

Rhea 's social profiles:

Advisers bullish on global equities but valuations a worry

AUTHOR

Rhea Nath

Rhea 's social profiles:

Managed funds underperform despite lowered fees

AUTHOR

Rhea Nath

Rhea 's social profiles:

Ausbil set to unveil inaugural ETF

AUTHOR

Rhea Nath

Rhea 's social profiles:

Relative Return Unplugged: What is the impact of the CSLR?

AUTHOR

Keith Ford

Keith 's social profiles:

Director penalised $1.25m over unregistered MIS

AUTHOR

Rhea Nath

Rhea 's social profiles:

How could ASIC mitigate wealth management collapses?

AUTHOR

Laura Dew

Laura 's social profiles:

Infinity Capital Solutions announces new distribution hire

AUTHOR

Rhea Nath

Rhea 's social profiles:

Reflecting on Insignia’s acquisition of MLC

AUTHOR

Laura Dew

Laura 's social profiles:

Gearing for growth: Why advisers are looking to leverage portfolios

AUTHOR

Rhea Nath

Rhea 's social profiles:

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