Shipton writes to Chalmers and Jones on workplace safety

James Shipton ASIC Jim Chalmers Stephen Jones whistleblowing

| By Rhea Nath |

The former ASIC chair has penned an open letter to the Treasurer and Assistant Treasurer asking for their support following a Senate appearance that detailed work, health and safety failures at the corporate regulator.

AUTHOR

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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Which licensees have stood out from the pack in the last two years?

licensees Wealth Data centrepoint alliance lifespan financial planning

| By Rhea Nath |

Financial planning

Looking at changes in adviser numbers since H2 2021 in terms of appointments and resignations, research reveals just two licensee groups report a net positive change.

AUTHOR

Rhea Nath

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The challenge for BDMs in a new adviser landscape

AFSL BDM Wealth Data

| By Rhea Nath |

Financial planning

With the growth of micro-AFSLs and new licensees in a shifting advice landscape, business development ma

AUTHOR

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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APRA’s performance test sees 96 trustee directed products fail

performance test APRA mysuper

| By Jasmine Siljic |
Superannuation

APRA has announced 96 trustee directed products and one MySuper product failed to meet the benchmark of its 2023 superannuation performance test.

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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What is the top region for advisers?

Victoria Adviser Ratings

| By Jasmine Siljic |
Financial planning

A suburb in Victoria has been crowned as the top suburb by opportunity for financial advisers, according to data from Adviser Ratings.

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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Doctors or advisers – who face stricter regulation?

phil anderson AFA ASIC

| By Laura Dew |
Financial planning

According to the former AFA submission to the Senate Economics Committee’s investigation into ASIC, there are “significant differences” in the treatment of misconduct in occupations.

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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Twitter

Exploring the platform market for HNW clients

platforms high net worth clients investment trends

| By Laura Dew |
Financial planning

Platforms that already offer full functionalities are now opting to differentiate themselves based on specialisations and client segments, according to Recep Peker, as he launches a platform research service.

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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Centrepoint Alliance welcomes ‘green shoots’ in adviser landscape

centrepoint alliance QAR

| By Laura Dew |
Financial planning

There are ‘green shoots’ appearing in the financial adviser market, according to Centrepoint CEO John Shuttleworth, with the firm looking to grow its network via organic and inorganic growth.

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 welcomes new commissioners

ASIC Joe Longo danielle press

| By Rhea Nath |
Policy & Regulation

With commissioner Danielle Press to depart ASIC next month, the Treasurer has appointed three new commissioners to the corporate regulator.

AUTHOR

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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FAAA member numbers hit the ASIC FAR

ASIC Wealth Data financial advisers register

| By Jasmine Siljic |
Financial planning

Falling just short of previous forecasts, recent figures indicate FAAA members now comprise almost 50 per cent of the ASIC FAR, according to Wealth Data.

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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Shipton writes to Chalmers and Jones on workplace safety

AUTHOR

Rhea Nath

Rhea 's social profiles:

Which licensees have stood out from the pack in the last two years?

AUTHOR

Rhea Nath

Rhea 's social profiles:

The challenge for BDMs in a new adviser landscape

AUTHOR

Rhea Nath

Rhea 's social profiles:

APRA’s performance test sees 96 trustee directed products fail

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

What is the top region for advisers?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Doctors or advisers – who face stricter regulation?

AUTHOR

Laura Dew

Laura 's social profiles:

Exploring the platform market for HNW clients

AUTHOR

Laura Dew

Laura 's social profiles:

Centrepoint Alliance welcomes ‘green shoots’ in adviser landscape

AUTHOR

Laura Dew

Laura 's social profiles:

ASIC welcomes new commissioners

AUTHOR

Rhea Nath

Rhea 's social profiles:

FAAA member numbers hit the ASIC FAR

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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