Perpetual Wealth Management buoyed by market rebound

Perpetual Pendal Group

| By Charbel Kadib |

Positive market movements have propelled a multibillion-dollar boost to the group’s wealth management business.

AUTHOR

Charbel Kadib

Charbel is an experienced financial services journalist, previously serving as news editor of The Adviser and Mortgage Business. Prior to joining Money Management, he also covered defence and national security developments as news editor of Defence Connect, Cyber Security Connect, and Space Connect. Charbel graduated from the University of Notre Dame with a double major in politics and journalism.

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MLC managed accounts strategies hit $1bn FUM mark

managed accounts managed investments MLC Asset Management

| By Rhea Nath |

Funds management

Less than three years since it was launched, MLC Asset Management’s managed account strategies have surpassed $1 billion in funds under management.

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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Insignia adviser numbers thin amid model revamp

insignia financial renato mota Shadforth bridges

| By Charbel Kadib |

Financial planning

Insignia has announced it has changed the naming conventions used to describe its adviser channels, now divided into professional services, self-employed, and self-licensed.

AUTHOR

Charbel Kadib

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How an adviser gambled $3.4m of his clients’ cash

Gavin Fineff fraud gambling

| By James Mitchell |

Financial planning

Financial planner, Gavin Fineff, used his position as a trusted adviser to swindle a dozen victims and feed an insatiable gambling addiction that ultimately landed him in prison last week.

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.

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AIA Australia introduces incentives for healthy behaviours

Premium Content

| By partnerarticle |

Life/Risk

AIA Australia has taken the next step in its pursuit of healthier, longer, better lives for all Australians, wit

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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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Treasurer confirms inflation peak

inflation ABS RBA State Street VanEck Jim Chalmers

| By Laura Dew |

Funds management

The Treasurer has confirmed inflation has “passed its peak”, as data shows CPI inflation fell in the 12 months to the March quarter.

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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Regulation and risk collide: Managing information as an AFSL

law legal Holley Nethercote cyber security

| By Industry |

Expert Analysis

With the recent spate of data breaches now extending to the financial services industry, AFSLs are racing to ensure that their information management procedures are up to scratch, writes Samantha Hills.

AUTHOR

Court orders liquidation of Ascent Investment and Coaching

ASIC federal court Ascent Investment and Coaching

| By Laura Dew |

Financial planning

The Federal Court has ordered Michael Dunjey’s Ascent Investment and Coaching Pty Ltd and its unregistered managed investment scheme, which owe $149 million to clients, be wound up.

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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TAL Risk Academy announces new ethics training module

ethics TAL CPD

| By Rhea Nath |

Financial planning

TAL will deliver a learning program focused on the Code of Ethics that will count towards advisers’ CPD requirements, as part of its ‘Ethics Month’.

AUTHOR

Rhea Nath

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BetaShares strengthens adviser services team

BetaShares hires

| By Rhea Nath |

People & Products

Two senior executives have been appointed to lead BetaShares’ distribution and client service efforts across Western Australia, Tasmania, South Australia, and Victoria.

AUTHOR

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

4 weeks 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 1 week ago

Perpetual Wealth Management buoyed by market rebound

AUTHOR

Charbel Kadib

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MLC managed accounts strategies hit $1bn FUM mark

AUTHOR

Rhea Nath

Rhea 's social profiles:

Insignia adviser numbers thin amid model revamp

AUTHOR

Charbel Kadib

Charbel 's social profiles:

How an adviser gambled $3.4m of his clients’ cash

AUTHOR

James Mitchell

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AIA Australia introduces incentives for healthy behaviours

AUTHOR

Partner Article

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Treasurer confirms inflation peak

AUTHOR

Laura Dew

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Regulation and risk collide: Managing information as an AFSL

AUTHOR

Court orders liquidation of Ascent Investment and Coaching

AUTHOR

Laura Dew

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TAL Risk Academy announces new ethics training module

AUTHOR

Rhea Nath

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BetaShares strengthens adviser services team

AUTHOR

Rhea Nath

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