Will Trump’s victory negatively affect ESG investing?

ESG Donald Trump sustainability responsible investing RIAA

| By Rhea Nath |

The victory by Donald Trump in the US presidential election could cause fund managers to reconsider the naming of their ESG funds as the US undergoes a political backlash to sustainable investing.

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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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Relative Return: The ‘stockpicker’s dream’ of SMID stocks

Podcast Relative Return

| By Laura Dew |

Editorial

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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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Former investment manager sentenced for forged performance reports

ASIC enforcement investment management

| By Laura Dew |

Funds management

A former investment manager has been sentenced in Sydney for forging performance reports related to managed discretionary account investments.

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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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Alternatives firm RAM hires portfolio manager

private credit Alternatives Real Asset Management

| By Laura Dew |

Funds management

Real Asset Management has appointed James Chapman from Aura Funds as a portfolio manager on its private credit funds.

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 Nuclear Renaissance Is More Than a Uranium Trade

Premium Content

| By partnerarticle |

Knowledge Centre

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Partner Article

Our partner businesses are invited to pen articles that offer unique insight from within the industry for the benefit of our readers. If you read something you would like to learn more about you can contact our partners direct or we are happy to put you in touch.

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LGT Crestone to acquire CBA’s personal advice arm

lgt crestone CBA merger and acquisition

| By Jasmine Siljic |

Financial planning

LGT Crestone has signed an agreement to acquire CBA’s personal advice business, Commonwealth Private Advice, including $5 billion in assets and 20 investment advisers.

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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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The ‘under the radar’ AFSL maintaining stable adviser numbers

Wealth Data Morgans licensees adviser numbers

| By Jasmine Siljic |

Financial planning

In a time of constant adviser movements, one licensee has managed to stay “steady on their skates” over the years to sit jointly with AMP Financial Planning in having the highest number of advisers.

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Jasmine Siljic

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ASIC taking ‘significant action’ against super switching promotions

ASIC switching SMSF financial advice Alan Kirkland

| By Laura Dew |

Financial planning

ASIC commissioner Alan Kirkland has described the problem of telemarketers encouraging people to switch their super as “the worst behaviour”, and one where the regulator is taking significant action.

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 Viridian Advisory is creating ‘client-ready’ advisers

CFS viridian financial advice professional year new entrants

| By Jasmine Siljic |

Financial planning

Viridian Advisory’s Brett Arnol has detailed how the firm’s partnership with CFS is fostering the next generation of advisers through its Professional Year program.

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Jasmine Siljic

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Financial advice identified as M&A hotspot

M&A financial advice advice technology technology law

| By Rhea Nath |

Financial planning

Financial advice and its associated technology have been identified by industry experts as key hotspots in the Australian M&A landscape.

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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

3 weeks 1 day 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

3 weeks 6 days ago

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

AZ NGA makes first acquisition post-Oaktree deal

1 month ago

Will Trump’s victory negatively affect ESG investing?

AUTHOR

Rhea Nath

Rhea 's social profiles:

Relative Return: The ‘stockpicker’s dream’ of SMID stocks

AUTHOR

Laura Dew

Laura 's social profiles:

Former investment manager sentenced for forged performance reports

AUTHOR

Laura Dew

Laura 's social profiles:

Alternatives firm RAM hires portfolio manager

AUTHOR

Laura Dew

Laura 's social profiles:

The Nuclear Renaissance Is More Than a Uranium Trade

AUTHOR

Partner Article

Partner 's social profiles:

LGT Crestone to acquire CBA’s personal advice arm

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

The ‘under the radar’ AFSL maintaining stable adviser numbers

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

ASIC taking ‘significant action’ against super switching promotions

AUTHOR

Laura Dew

Laura 's social profiles:

How Viridian Advisory is creating ‘client-ready’ advisers

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Financial advice identified as M&A hotspot

AUTHOR

Rhea Nath

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