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.

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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.

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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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