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FAAA embraces ASIC’s ‘workable’ FSG solution

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ASIC’s relief measures enabling advisers to rely on website disclosure information instead of providing a Financial Services Guide has been welcomed by the industry association.

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CFS finalises decision on RLAM/Ironbark funds

CFS/colonial-first-state/Pinnacle-Investment-Management/Pinnacle/Ironbark-Asset-Management/equities/global-equities/

CFS has finalised its decision on the future of two RLAM funds on its platform after Ironbark Asset Management opted to agree to new investment managers.

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ASIC urges cyber security to be ‘top of mind’

ASIC/cybersecurity/cyber-attack/licensees/

ASIC chair Joe Longo has told AFSLs that putting in place cyber protections should be “top of mind” as they manage their businesses, and flagged the weaknesses demonstrated by RI Advice.

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ESG and sustainable fund flows improve in Q3

morningstar/ESG/sustainable-funds/sustainable-investing/

Investors in Australia and New Zealand allocated US$640 million to sustainable funds in the third quarter of 2024, reversing outflows of US$555 million in the previous quarter.

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Macquarie and Equity Trustees caught up in Shield investigation

ASIC/Sarah-Court/equity-trustees/macquarie/

ASIC has said it is exploring whether there are concerns regarding Macquarie and Equity Trustees for hosting platforms where investors rolled over their superannuation into the Shield Master Fund.

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New entrants see lowest FY25 volume

Wealth-Data/WT-Financial/insignia-financial/financial-advice/new-entrants/

Rhombus Advisory and WT Financial Group are among the AFSLs seeing adviser declines this week, as only three new entrants join the profession.

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Cracking the code to scaled advice delivery

Adviser-Ratings/digital-advice/scaled-advice/financial-advice/

Strategic technology integration and clearly defined advice propositions are two critical elements for building a successfully scaled advice model, Adviser Ratings unpacks.

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PictureWealth appoints head of advice

appointment/financial-advice/licensees/

National advice licensee PictureWealth has appointed John Bezich in a newly created role of head of advice.

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Perennial Partners appoints BDM for southern Australia

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Perennial Partners has appointed a new regional manager for the southern states after the predecessor in the role left to join Schroders.

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Relative Return Unplugged: What impact will the US election have for Australia?

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In this episode of Relative Return Unplugged, host Maja Garaca Djurdjevic, along with Momentum Media political c

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