CPI inflation falls for second consecutive month

inflation Reserve Bank of Australia RBA

| By Charbel Kadib |

The latest monthly CPI reading has shown annualised inflation fell for the second consecutive month in February.

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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Australia urged to improve fund transparency

ESG Zenith transparency

| By Laura Dew |

Funds management

Australia has been described as one of the worst countries in the world for transparency of portfolio holdings as clients and the regulator seek more information on sustainability credentials.

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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Trusted client relationships target for hackers in advice firms

cybercrime cybersecurity IMAP

| By Jasmine Siljic |

Financial planning

According to this cyber security professional, the trusted relationships between advisers and their clients are the target for infiltration by hackers and firms need to ensure client information is safeguarded.

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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‘Don’t overlook the steps’ in becoming an adviser

financial advice exam professional year FPA

| By Jasmine Siljic |

Financial planning

With more Professional Year candidates passing their financial adviser exam this week, an associate adviser has shared why graduates shouldn’t rush to become advisers and ignore the experience gained in junior roles.

AUTHOR

Jasmine Siljic

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Advice firm buyers facing financing difficulties

Radar Results M&A financial advice HLB Mann Judd

| By Laura Dew |

Financial planning

The rise in interest rates is having a knock-on effect on financial advice M&A activity as buyers are finding themselves approved for financing that is up to 30% lower than last year.

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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Managed accounts FUM reach record $144.5bn

IMAP toby potter managed accounts separately managed accounts

| By Rhea Nath |

Financial planning

IMAP’s Census of Managed Account FUM has reported over $10 billion of inflows in the last six months of 2022, recording a 9.8% rise in funds under management from the previous year.

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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Board changes at Pengana as Negus departs

Pengana Bank of Queensland boards

| By Laura Dew |

People & Products

Pengana Capital has announced board changes as non-executive director Warwick Negus takes up a role as chairman of the Bank of Queensland.

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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Magellan’s head of research joins Antipodes

Magellan antipodes Jacob Mitchell

| By Rhea Nath |

People & Products

Vihari Ross, who was responsible for leading Magellan’s 30-person global research team, has moved to Antipodes as a portfolio manager.

AUTHOR

Rhea Nath

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Exelsuper enters managed accounts partnership with Activus

Activus Investment Advisors managed accounts financial advice

| By Rhea Nath |

People & Products

The firm has announced a partnership with Activus Investment Advisors to establish a suite of branded managed portfolios on the Macquarie Wrap platform.

AUTHOR

Rhea Nath

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ClearView enhances life insurance options

ClearView life insurance Simon Swanson

| By Jasmine Siljic |

People & Products

The listed financial services company has released numerous enhancements to its ClearChoice life insurance product range.

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

1 month 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

CPI inflation falls for second consecutive month

AUTHOR

Charbel Kadib

Charbel 's social profiles:

Australia urged to improve fund transparency

AUTHOR

Laura Dew

Laura 's social profiles:

Trusted client relationships target for hackers in advice firms

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

‘Don’t overlook the steps’ in becoming an adviser

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Advice firm buyers facing financing difficulties

AUTHOR

Laura Dew

Laura 's social profiles:

Managed accounts FUM reach record $144.5bn

AUTHOR

Rhea Nath

Rhea 's social profiles:

Board changes at Pengana as Negus departs

AUTHOR

Laura Dew

Laura 's social profiles:

Magellan’s head of research joins Antipodes

AUTHOR

Rhea Nath

Rhea 's social profiles:

Exelsuper enters managed accounts partnership with Activus

AUTHOR

Rhea Nath

Rhea 's social profiles:

ClearView enhances life insurance options

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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