Adviser sees registration suspended over ROA usage

ASIC FSCP

| By Rhea Nath |

The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.

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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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Clime enacts urgent corrective actions after shareholder backlash

Clime Clime Investment Management advice

| By Laura Dew |

Funds management

Clime Investment Management has faced shareholder backlash around “unsatisfactory” financial results and is enacting cost reductions and urgent corrective action to return the business to profitability by Q1 2025.

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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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Clime sets up new advice licensee post-Madison divestment

Wealth Data Clime Madison infocus AFSL financial advice

| By Jasmine Siljic |

Financial planning

Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.

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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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‘Spiritually different’: How to select a private markets manager

private markets private credit managed accounts IMAP

| By Rhea Nath |

Funds management

Amid a growing appetite for alternatives, investment executives have shared questions advisers should consider when selecting a private markets product compared to their listed counterparts.

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Rhea Nath

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How many clients do top-performing advice practices see?

CFS iress financial advice technology

| By Jasmine Siljic |

Financial planning

Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.

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Jasmine Siljic

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JBWere chief departs amid NAB restructure

JBWere NAB ceo restructure

| By Rhea Nath |

Funds management

Chief executive Maria Lykouras is set to exit JBWere as the bank confirms it is “evolving” its operations for high-net-worth clients.

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Rhea Nath

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Licensees urged to enact AI policies for practices

artificial intelligence AFSL licensees technology

| By Laura Dew |

Financial planning

With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.

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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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Morningstar expands AdviserLogic team

morningstar hires appointments Software technology BDM

| By Jasmine Siljic |

Financial planning

Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic.

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Jasmine Siljic

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Relative Return Unplugged: Understanding global trends and local impacts

Podcast Relative Return

| By Keith Ford |

Editorial

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

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Keith Ford

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Drones in Defence: Reshaping Modern Warfare and its Economics

Premium Content

| By partnerarticle |

Knowledge Centre

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Partner Article

Our partner businesses are invited to pen articles that offer unique insight from within the industry for the benefit of our readers. If you read something you would like to learn more about you can contact our partners direct or we are happy to put you in touch.

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