Cost-of-living crisis sidelines ESG investment

ESG/ESG-investments/Adviser-Ratings/financial-advisers/

| By Jasmine Siljic |

Research from Adviser Ratings reveals investors are increasingly prioritising long-term financial stability over ESG investment as the cost of living bites, a contrast to previous research.

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

Call to embrace career changers entering advice

amp/striver/graduate-program/education/

| By Laura Dew |

Financial planning

The financial advice profession should be embracing career changers and mature students, according to two commentators, as well as targeting those new graduates.

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.

View articles by Laura

Laura 's social profiles:

Licensee battle heats up as Millennium3 deal completes

amp/insignia-financial/licensees/Wealth-Data/adviser-numbers/

| By Jasmine Siljic |

Financial planning

With Insignia’s sale of Millennium3 now completed and seeing 140 advisers move over to WT Financial on Friday, this could cause a shift in which licensee closes out the year with the most advisers.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

FSCP cancels insolvent adviser’s registration

ASIC/adviser-ban/FSCP/

| By Jasmine Siljic |

Financial planning

A financial adviser has been banned from giving personal advice to retail clients until 2025 after the FSCP found there is a “real risk of harm” to the public’s confidence in the industry if he remains registered.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Perpetual rebuffs $3bn bid from Washington H. Soul Pattinson

Perpetual/Pengana/Washington-H.-Soul-Pattinson/M&A/

| By Laura Dew |

Funds management

Perpetual has rejected a $3 billion acquisition bid from Washington H. Soul Pattinson (WHSP) as it announces a strategic review of its company.

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.

View articles by Laura

Laura 's social profiles:

First chief executive named to lead CSLR regime

CSLR/AFCA/complaints/compensation-scheme-of-last-resort/

| By Jasmine Siljic |

People & Products

The Compensation Scheme of Last Resort’s transitional board has appointed its first chief executive alongside a non-executive director in the lead up to its scheduled commencement in April 2024.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Russell Investments

Russell Investments is a global investment management partner, dedicated to improving people’s financial security.

Associations divided on impact of Jones’ QAR advice reforms

FPA/QAR/quality-of-advice-review/financial-services-council/FSC/Blake-Briggs/insignia-financial/renato-mota/

| By Jasmine Siljic |

Financial planning

While the FSC largely supports the final tranche of Delivering Better Financial Outcomes reforms, the FAAA is “deeply concerned” about possible negative implications of the new ‘qualified adviser’ term.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Founding member leaves as AFCA appoints replacement

AFCA/boards/complaints/

| By Jasmine Siljic |

People & Products

The Australian Financial Complaints Authority has welcomed a new member to its independent board as it announces the departure of a founding member.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Relative Return: Navigating the ETF space

Podcast/Relative-Return/

| By Robyn Tongol |

Editorial

In this episode of Relative Return, James Harwood, senior portfolio manager at Russell Investments, joins host Phil Tarrant to discuss the burgeoning ETF space and how the asset class can form part of an investment portfolio.

AUTHOR

Subscribe to

Never miss the latest news and developments in wealth management industry

SUBSCRIBE TO OUR NEWSLETTER

MARKET INSIGHTS

So we are now underwriting criminal scams?...

UGC to blame for 'eyewatering' CSLR cost increase

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

Stephen Jones to retire

2 months 2 weeks ago

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 months 3 weeks ago

Cost-of-living crisis sidelines ESG investment

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Call to embrace career changers entering advice

AUTHOR

Laura Dew

Laura 's social profiles:

Licensee battle heats up as Millennium3 deal completes

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

FSCP cancels insolvent adviser’s registration

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Perpetual rebuffs $3bn bid from Washington H. Soul Pattinson

AUTHOR

Laura Dew

Laura 's social profiles:

First chief executive named to lead CSLR regime

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Associations divided on impact of Jones’ QAR advice reforms

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Founding member leaves as AFCA appoints replacement

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Relative Return: Navigating the ETF space

AUTHOR

Never miss the latest news and developments in wealth management industry

Diversify to defend wealth amidst rising volatility

Navigating the AT1 hybrids transition

Small caps: An election trump card for 2025?

Drones in Defence: Reshaping Modern Warfare and its Economics

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