The biggest risks to investment portfolios in 2024

Natixis Investment Managers China

| By Jasmine Siljic |

According to Natixis Investment Managers, five key threats will continue weighing on Australian investors’ minds and their portfolios in the new year as inflationary pressures tops the list.

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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Eight ‘outrageous predictions’ from Saxo for 2024

Saxo Saxo Capital Market

| By Laura Dew |

Funds management

Saxo has shared its 2024 Outrageous Predictions focusing on the US presidential election and the potential impact of 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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Happy New Year from Money Management

ASIC Superannuation

| By Laura Dew |

People & Products

Money Management would like to wish all our readers a Happy New Year and looks forward to bringing you all the latest news in 2024.

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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Qld adviser’s promise of 8% returns leads to permanent ban

financial advice financial advisers ASIC queensland

| By Laura Dew |

Financial planning

A Gold Coast financial adviser who guaranteed his clients annual 8 per cent returns has been permanently banned from providing any financial services.

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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Super funds report ‘tremendous’ November performance

Superannuation Chant West investment performance

| By Jasmine Siljic |

Superannuation

Strong sharemarkets have propelled positive superannuation fund performance across all risk categories in November and could mean this year’s annual returns offset 2022 losses, according to Chant West.

AUTHOR

Jasmine Siljic

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The winners and losers in funds management in 2023

Platinum Asset Management Clime Investment Management Magellan Perpetual fund managers

| By Laura Dew |

Funds management

Platinum Asset Management and Clime Investment Management have both seen steep downturns in their share prices this year, while Magellan is set to end a difficult year in positive territory.

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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Relative Return: 2023 – A year of volatility and reform

Podcast Relative Return

| By Robyn Tongol |

Editorial

In this episode of Relative Return, hosts Charbel Kadib and Laura Dew reflect on the year that was, unpacking major developments across financial markets and the financial services industry over the course of 2023.

AUTHOR

ASIC takes latest greenwashing action against asset manager

ASIC greenwashing Northern Trust

| By Laura Dew |

Funds management

ASIC has taken action against an asset manager for alleged greenwashing around false and misleading statements about a carbon emission exclusion screen.

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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ASIC pushes back first 2024 adviser exam

exam adviser exam financial advisers

| By Jasmine Siljic |

Financial planning

Candidates looking to sit the financial adviser exam next year will have a longer wait as ASIC pushes back the first sitting date in order to make amendments to the exam's delivery and accessibility.

AUTHOR

Jasmine Siljic

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Insignia-licensed advice firm joins Count’s AFSL

Countplus M&A acquisition licensees

| By Jasmine Siljic |

Financial planning

Critique Private Clients, a Sydney-based advisory business, has switched from an Insignia-owned licensee to Count’s Australian financial services licence network.

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 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 1 week ago

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

AZ NGA makes first acquisition post-Oaktree deal

1 month 1 week ago

The biggest risks to investment portfolios in 2024

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Eight ‘outrageous predictions’ from Saxo for 2024

AUTHOR

Laura Dew

Laura 's social profiles:

Happy New Year from Money Management

AUTHOR

Laura Dew

Laura 's social profiles:

Qld adviser’s promise of 8% returns leads to permanent ban

AUTHOR

Laura Dew

Laura 's social profiles:

Super funds report ‘tremendous’ November performance

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

The winners and losers in funds management in 2023

AUTHOR

Laura Dew

Laura 's social profiles:

Relative Return: 2023 – A year of volatility and reform

AUTHOR

ASIC takes latest greenwashing action against asset manager

AUTHOR

Laura Dew

Laura 's social profiles:

ASIC pushes back first 2024 adviser exam

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Insignia-licensed advice firm joins Count’s AFSL

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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