Lonsec appoints executive director from Franklin Templeton

lonsec hires Franklin Templeton

| By Jasmine Siljic |

Following Lonsec’s acquisition of Implemented Portfolios in 2022, the research partner has announced the newly created role of executive director adviser sales and service.

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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Credit crunch concerns prompt fixed income flight

Bank of America fixed income equities

| By Laura Dew |

Funds management

Investors are the most underweight to equities relative to bonds since the Global Financial Crisis as fears of a credit crunch drive up fixed income allocations.

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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Iress announces management restructure and job cuts

iress review

| By Rhea Nath |

People & Products

Following a strategic review of its business, Iress has made changes to its senior leadership teams, launched a new innovations division and announced a 10 per cent headcount reduction.

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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How can the $3m super tax proposals be improved?

Jim Chalmers treasury smsf association FSC

| By Laura Dew |

Superannuation

Indexing the $3 million threshold and using actual earnings to calculate tax are among suggestions from associations to the Treasury super concession consultation, described as a “tax grab” in its current form.

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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Asset managers remain dovish on equities and bonds

T. Rowe Price blackrock asset allocation

| By Charbel Kadib |

Funds management

Despite the early-year rebound in the equities market and expectations of an easing in monetary policy conditions, equities and long-term bonds remain out of favour with global asset managers.

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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Less than 1% of Dixon Advisory complaints have progressed

ASIC AFCA complaints Dixon Advisory dass

| By Rhea Nath |

Financial planning

Hundreds of consumers with Dixon Advisory complaints are still waiting for updates months later as AFCA awaits the introduction of the Compensation Scheme of Last Resort before assessing them.

AUTHOR

Rhea Nath

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Why investing in funds in net outflows could be more cost-efficient

rainmaker managed funds outflows fund flows

| By Rhea Nath |

Funds management

Research from Rainmaker Information has found investors could potentially make more money by investing in managed investment products experiencing net outflows over chasing returns in popular funds.

AUTHOR

Rhea Nath

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Pengana announces joint venture with WHSP

WHSP private credit Pengana joint venture

| By Laura Dew |

People & Products

Pengana has announced a joint venture with investment manager Washington H Soul Pattinson in the hope of democratising access to private credit for non-institutional investors.

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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Viridian Financial Group acquires Qld advice firm

acquisition viridian statements of advice

| By Rhea Nath |

People & Products

The financial group has announced the acquisition of Enlightened Financial Solutions, a leader in the use of video SOAs that would be leveraged across the group.

AUTHOR

Rhea Nath

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ANZ exec appointed DASH COO

dash ANZ StatePlus

| By Rhea Nath |

People & Products

Michelle Russo, former head of wealth customer resolution at ANZ, has joined DASH as a chief operating officer, along with nine other hires.

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

Lonsec appoints executive director from Franklin Templeton

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Credit crunch concerns prompt fixed income flight

AUTHOR

Laura Dew

Laura 's social profiles:

Iress announces management restructure and job cuts

AUTHOR

Rhea Nath

Rhea 's social profiles:

How can the $3m super tax proposals be improved?

AUTHOR

Laura Dew

Laura 's social profiles:

Asset managers remain dovish on equities and bonds

AUTHOR

Charbel Kadib

Charbel 's social profiles:

Less than 1% of Dixon Advisory complaints have progressed

AUTHOR

Rhea Nath

Rhea 's social profiles:

Why investing in funds in net outflows could be more cost-efficient

AUTHOR

Rhea Nath

Rhea 's social profiles:

Pengana announces joint venture with WHSP

AUTHOR

Laura Dew

Laura 's social profiles:

Viridian Financial Group acquires Qld advice firm

AUTHOR

Rhea Nath

Rhea 's social profiles:

ANZ exec appointed DASH COO

AUTHOR

Rhea Nath

Rhea 's social profiles:

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