Morgan Stanley in crosshairs as Icahn losses mount

Ponzi scheme managed investments

| By James Mitchell |

Morgan Stanley has joined Jefferies in being named as one of the banks that advised investors who have lost up to 40 per cent of their money in Carl Icahn’s NASDAQ-listed conglomerate.

AUTHOR

James Mitchell

James Mitchell is a senior financial services reporter with over ten years experience. He has covered the Murray Inquiry, the Hayne royal commission and the evolution of Australia's financial intermediary sectors since 2011, with a focus on banking, superannuation, mortgages and wealth management.

View articles by James

James 's social profiles:

E-mail Author

AZ NGA partners with HNW advice group

HNWI AZ NGA advice firm

| By Rhea Nath |

Financial planning

AZ NGA has announced a strategic partnership with Rose Partners, a Melbourne-based accounting and advisory business with a high-net-worth and healthcare professional client base.

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.

View articles by Rhea

Rhea 's social profiles:

E-mail Author

BlackRock appoints head of client business

blackrock wealth management credit suisse

| By Rhea Nath |

Financial planning

BlackRock Australia has announced the appointment of Jonathan Jenkins as head of client business in Vict

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.

View articles by Rhea

Rhea 's social profiles:

E-mail Author

AMP executive joins MLC Life

amp MLC Life

| By Rhea Nath |
Financial planning

The insurer has appointed Craig Dainton, former director of strategic projects and deputy chief financial officer at AMP, as general manager of customer and adviser operations.

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.

View articles by Rhea

Rhea 's social profiles:

E-mail Author

Will structural inflation be the end of property growth?

CoreLogic housing property investment

| By James Mitchell |
Funds management

Australians like to believe property values double every 10 years. It doesn’t — and the next decade could see annual growth rates of around 3 per cent as we navigate a new era of structural inflation.

AUTHOR

James Mitchell

James Mitchell is a senior financial services reporter with over ten years experience. He has covered the Murray Inquiry, the Hayne royal commission and the evolution of Australia's financial intermediary sectors since 2011, with a focus on banking, superannuation, mortgages and wealth management.

View articles by James

James 's social profiles:

E-mail Author

Advice complaints on the decline but ‘getting more complex’: AFCA

qoa review AFCA financial advice

| By Rhea Nath |
Financial planning

Monthly complaints have fallen, but they could rise again by opening the scope of advice to other providers, according to AFCA lead ombudsman for investments and advice Shail Singh.

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.

View articles by Rhea

Rhea 's social profiles:

E-mail Author

Why Abood believes funds could struggle without digital strategies

FPA digital advice financial advisers Women in Business

| By Jasmine Siljic |
Financial planning

In questioning whether financial advice is “too complex” for the average Australian, Sarah Abood has reiterated the importance of digital tools to address accessibility concerns.

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.

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Former Future Fund chief technology officer joins Praemium

praemium Future Fund

| By Jasmine Siljic |
People & Products

The investment platform has appointed Richard Large as chief technology officer, a former CTO at Australia’s $250 billion sovereign wealth fund.

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.

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Where does relevant provider registration with ASIC now stand?

ASIC Wealth Data financial adviser register

| By Rhea Nath |
Financial planning

ASIC’s senior executive leader, Leah Sciacca, has provided an update on the status of financial adviser registration with the regulator since it was delayed in November 2022.

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.

View articles by Rhea

Rhea 's social profiles:

E-mail Author

Invest Blue invests $2m in Lumiant’s digital platform

Invest Blue Lumiant digital technology

| By Rhea Nath |
Financial planning

The national financial advice firm has announced a strategic partnership with Lumiant to build a cloud-based platform that would boost advice clients’ engagement and satisfaction.

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.

View articles by Rhea

Rhea 's social profiles:

E-mail Author

Pagination

First page

Previous page

…

Page 213

Page 214

Page 215

Page 216

Current page 217

Page 218

Page 219

Page 220

Page 221

…

Next page

Last page

back to top

Subscribe to

Never miss the latest news and developments in wealth management industry

SUBSCRIBE TO OUR NEWSLETTER

Small caps: An election trump card for 2025?
1 min read • Read now

Drones in Defence: Reshaping Modern Warfare and its Economics
1 min read • Read now

Uncovering the Broader Landscape of Innovation
1 min read • Read now

A new era dawns for Hybrids
1 min read • Read now

View all

MARKET INSIGHTS

More Market Insights content

Podcast

Relative Return Unplugged: EXCLUSIVE – The Coalition’s vision for financial advice with shadow minister Luke Howarth

Listen now

Relative Return Unplugged: Balancing economic and national security priorities

Listen now

More podcasts

Latest Comments
Most Read

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

3 weeks 5 days 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 ago

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

AZ NGA makes first acquisition post-Oaktree deal

1 month ago

Insignia ‘considering’ takeover bid from US giant

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 4 days ago

The licensees leading 2024 share price growth

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

6 days 20 hours ago

Mason Stevens to be acquired in PE deal

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

6 days ago

Morgan Stanley in crosshairs as Icahn losses mount

AUTHOR

James Mitchell

James 's social profiles:

AZ NGA partners with HNW advice group

AUTHOR

Rhea Nath

Rhea 's social profiles:

BlackRock appoints head of client business

AUTHOR

Rhea Nath

Rhea 's social profiles:

AMP executive joins MLC Life

AUTHOR

Rhea Nath

Rhea 's social profiles:

Will structural inflation be the end of property growth?

AUTHOR

James Mitchell

James 's social profiles:

Advice complaints on the decline but ‘getting more complex’: AFCA

AUTHOR

Rhea Nath

Rhea 's social profiles:

Why Abood believes funds could struggle without digital strategies

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Former Future Fund chief technology officer joins Praemium

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Where does relevant provider registration with ASIC now stand?

AUTHOR

Rhea Nath

Rhea 's social profiles:

Invest Blue invests $2m in Lumiant’s digital platform

AUTHOR

Rhea Nath

Rhea 's social profiles:

Never miss the latest news and developments in wealth management industry

Small caps: An election trump card for 2025?

Drones in Defence: Reshaping Modern Warfare and its Economics

Uncovering the Broader Landscape of Innovation

A new era dawns for Hybrids

MARKET INSIGHTS

Podcast

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

STAY CONNECTED

USEFUL LINKS

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

LINKS

CATEGORIES

STAY CONNECTED