Super funds report ‘tremendous’ November performance

Superannuation/Chant-West/investment-performance/

| By Jasmine Siljic |

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

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 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.

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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.

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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.

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Jasmine Siljic

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Government’s $3m super cap ‘top of mind’ for advisers

BT/Bryan-Ashenden/Superannuation/QAR/quality-of-advice-review/

| By Jasmine Siljic |

Financial planning

The incoming tax increase for clients with superannuation balances exceeding $3 million will remain a key topic for financial advisers and their clients in 2024, according to BT.

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Jasmine Siljic

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Link Group receives $2.1bn takeover bid

Link-Group/superannuation-funds/M&A/Mitsubishi-UFJ-Trust-and-Banking-Corporation/

| By Laura Dew |

People & Products

Link Group is the target of an acquisition bid by Mitsubishi UFJ Trust and Banking Corporation as the firm seeks greater access to Australia’s superannuation 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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Natixis IM appoints global chief executive

Natixis-Investment-Managers/CEOs/

| By Jasmine Siljic |

People & Products

Philippe Setbon has been named to lead Natixis Investment Managers as its next global chief executive, taking over from outgoing CEO Tim Ryan.

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Jasmine Siljic

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Former Brisbane adviser charged with misleading ASIC

ASIC/regulation/court/

| By Laura Dew |

Financial planning

A former Brisbane financial adviser, who was permanently banned by ASIC in April, has appeared in court charged with two counts of providing false or misleading information to the regulator.

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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