Meet the Manager: Michael Skinner of Blackwattle

fund-management/global-equities/australian-equities/antipodes/

In the latest Meet the Manager profile, Money Management speaks with Michael Skinner, founder and managing director at Blackwattle Investment Partners.

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JAWG in Treasury talks over adviser education standards

financial-advice/Sarah-Abood/new-entrants/education/professional-year/

The JAWG has announced it is in talks with Treasury around five “core principles” to strengthen the education standards for new entrants to the financial advice space.

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Second asset manager to close Australian equity strategy

T.-Rowe-Price/T.-Rowe-Price-Australian-Equity-Strategy/funds-management/australian-equities/

Following yesterday’s news about First Sentier Investors closing four investment teams, a second global asset manager has announced it is closing its only dedicated Australian fund.

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JOHCM manager exit prompts outflows at Perpetual

JOHCM/Perpetual/fund-management/Rob-Adams/

Perpetual has seen AUM rise 6 per cent in the last quarter, but the departure of a longstanding JOHCM fund manager led to outflows of $2.2 billion from his strategy.

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Financial services-led charity to support veterans

scholarship/charity/financial-advice/

The Emerge Foundation, a charity run by financial advisers and fund managers, has announced a scholarship program to help veterans transition into tertiary education.

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Vanguard adds managed accounts to HUB24, Netwealth platforms

vanguard/HUB24/netwealth/platforms/managed-accounts/

Financial advisers can now access Vanguard’s diversified managed account strategies on HUB24 and Netwealth, marking a “significant expansion” through new distribution channels.

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Two licensee heads appointed to FSC board

FSC/financial-advice/WT-Financial-Group/Fortnum/licensees/

The heads of two financial advice licensees have joined the board of the Financial Services Council as it looks to deepen its engagement with the space and strengthen its representation.

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The top skills necessary for ESG professionals amid regulation push

esg-disclosure/ESG/Joe-Longo/ASIC/climate-change-disclosure/

As ASIC chair Joe Longo pushes firms to prepare for the upcoming mandatory climate disclosure regime, what skills are necessary if firms are looking to expand their ESG teams?

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Aussies overestimating funds needed for comfortable retirement

retirement/retirement-savings/CFS/colonial-first-state/

Unadvised Australians believe they need $2 million to retire comfortably, according to Colonial First State, a wide variance compared to advised individuals who estimate $1.3 million.

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TAL introduces four new ethics courses

ethics/TAL/CPD/financial-advice/

TAL has introduced four new courses to its Risk Academy focused on ethical dilemmas as part of Ethics Month to help advisers meet their CPD requirements.

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