How to successfully change careers into financial advice

financial advice education Shadforth Shadforth Financial Group

| By Jasmine Siljic |

From gym owner to working with private wealth advisers, Shadforth’s Joel Perryman shares his top recommendations for career changers looking to transition into the financial advice profession.

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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RIAA launches toolkit to understand AI risks

ASIC RIAA artificial intelligence financial advice ESG

| By Laura Dew |

Financial planning

The Responsible Investment Association of Australasia has launched a toolkit to help advisers address the risks presented by artificial intelligence.

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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Advice licensee CEO to depart after six years

Link Group Link Advice AFSL ceo

| By Laura Dew |

Financial planning

Link Advice chief executive, Duncan McPherson, is to depart after six years as the business restructures.

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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How a global initiative is helping with net zero transition

FTSE Russell lseg decarbonisation ESG resources

| By Malavika |

Funds management

With energy transition remaining a significant challenge, a global index provider executive has argued that engagement could trump divestment.

AUTHOR

Malavika Santhebennur

Malavika Santhebennur was a news and features financial services journalist at Money Management, part of Financial Express. She has previously written in various industrial publications at Cirrus Media, including mining, food, franchising, and health.

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AMP Advice launches tailored managed portfolio range

amp amp north AMP advice managed accounts blackrock lonsec

| By Jasmine Siljic |

Financial planning

AMP Advice has partnered with BlackRock and Lonsec to expand its suite of managed portfolio solutions, further democratising advisers’ access to these products.

AUTHOR

Jasmine Siljic

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Advice critical to mitigating retirees’ inflation fears

challenger inflation retirement retirement savings financial advice

| By Jasmine Siljic |

Financial planning

Challenger research has reaffirmed advisers’ significant role in empowering retirement confidence as cost of living and heightened inflation risk continue to bite retirees’ portfolios.

AUTHOR

Jasmine Siljic

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Three SOA failures lead to latest FSCP decision

FSCP ASIC statement of advice Superannuation insurance

| By Laura Dew |

Financial planning

Underestimating the cost of insurance by almost $75,000 in a Statement of Advice is among multiple reasons that a relevant provider has faced action from the FSCP.

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 role of alternatives in modern portfolios

UBS Asset Management alternative assets portfolio construction Alternatives

| By Malavika |

Funds management

The role of alternative investments is to diversify a portfolio and capture differentiated sources of return, according to UBS Asset Management.

AUTHOR

Malavika Santhebennur

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The long-term danger of one-off superannuation withdrawals

medical superannuation funds financial advice Yarra capital management Tim toohey

| By Laura Dew |

Financial planning

Financial advisers have been warned against advising clients to withdraw superannuation for medical or dental treatments as a new report highlights the long-term effect on balances at retirement.

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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How are advisers using AI to improve client experience?

artificial intelligence Adviser Ratings technology financial advice

| By Jasmine Siljic |

Financial planning

As artificial intelligence continues to reshape how the advice industry operates, Adviser Ratings unpacks which areas advisers are using the technology to improve the client experience.

AUTHOR

MARKET INSIGHTS

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

1 month 1 week ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

Adviser sees registration suspended over ROA usage

1 month 2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

AZ NGA makes first acquisition post-Oaktree deal

1 month 3 weeks ago

How to successfully change careers into financial advice

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

RIAA launches toolkit to understand AI risks

AUTHOR

Laura Dew

Laura 's social profiles:

Advice licensee CEO to depart after six years

AUTHOR

Laura Dew

Laura 's social profiles:

How a global initiative is helping with net zero transition

AUTHOR

Malavika Santhebennur

Malavika 's social profiles:

AMP Advice launches tailored managed portfolio range

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Advice critical to mitigating retirees’ inflation fears

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Three SOA failures lead to latest FSCP decision

AUTHOR

Laura Dew

Laura 's social profiles:

The role of alternatives in modern portfolios

AUTHOR

Malavika Santhebennur

Malavika 's social profiles:

The long-term danger of one-off superannuation withdrawals

AUTHOR

Laura Dew

Laura 's social profiles:

How are advisers using AI to improve client experience?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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