Commotion at the association

AFA FPA Outsider

| By Outsider |

When it comes to a business merger, achieving the voting approval can be just the first step.

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The Outsider

Outsider is a financial services industry veteran who has been lurking within the Money Management office since the publication’s inception in 1987. Adhering to a strict diet of porterhouse steak and gossip washed down by cabernet shiraz, Outsider spends his quieter moments puffing on a Havana cigar and sipping a single malt scotch while tapping out columns on his battered Remington portable. He is an inveterate attender of industry functions and free lunches.

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An extra 26 days for golf

Outsider Invest Blue

| By Outsider |

Outsider

Outsider is hopeful of the news from advice firm Invest Blue that it is trialling a move to a nine-day fortnight for its staff.

AUTHOR

The Outsider

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Advice firms keen to embrace technology

Adviser Ratings digital advice technology XPLAN

| By Laura Dew |

Financial planning

There is a “strong intent” by advice firms to increase their use of technology and integrate it into their business, according to Adviser Ratings.

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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Three-quarters of AFCA advice complaints relating to Dixon Advisory

| By Laura Dew |

Financial planning

The Australian Financial Complaints Authority received over 1,700 complaints last year related to the collapse of Dixon Advisory, representing three-quarters of total investment and advice complaints.

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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Aviva creates climate policy head role

Aviva Investors responsible investment ESG

| By Laura Dew |

People & Products

Aviva Investors has appointed Nick Molho in a newly-created role of head of climate policy.

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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The distribution challenge for fund managers

Calastone distribution

| By Laura Dew |

Funds management

Fund managers can no longer shy away from the distribution challenge, according to Calastone, and should develop a way to target consumers without the need for an adviser.

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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Australian UHNWIs more optimistic than global peers

Property ultra high net worth Australian HNWI

| By Laura Dew |

Financial planning

Almost two-thirds of Australian ultra high-net worth individuals are expecting their wealth to rise this year despite rising inflation and interest rates, significantly higher than the global average.

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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Qld adviser banned for three years

ASIC financial advice banning

| By Laura Dew |

Financial planning

ASIC has banned a Queensland adviser for three years for adopting a ‘layered advice’ strategy with clients.

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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Aussie equity ETF demand spurs Feb growth

ESG BetaShares Aussie equities equities

| By Jasmine Siljic |

Funds management

The Australian ETF industry’s FUM increased by $1.3 billion in February with investors opting for ETFs focused on domestic equities.

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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2023 to be year of marked ESG shift: RIAA

ESG simon o'connor RIAA

| By Malavika |

Funds management

ESG investing will swing from a “nice to have” to a must-have this year as the Government pursues a regulatory approach, the association said.

AUTHOR

Malavika Santhebennur

Malavika Santhebennur was a news and features financial services journalist at Money Management, part of Financial Express. She has previously written in various industrial publications at Cirrus Media, including mining, food, franchising, and health.

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