Third individual charged in relation to Courtenay House misconduct

Ponzi scheme

| By Rhea Nath |

David Sipina has been charged with criminal offences relating to alleged misconduct at the Courtenay House group of companies.

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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DASH expands business with eight hires

bt financial group

| By Rhea Nath |

People & Products

Advice technology solutions firm DASH has made eight new hires including former BT manager Tim Rogers as head of distribution.

AUTHOR

Rhea Nath

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American Century identifies demographic divides across impact investing

Funds management investment trends impact investing American Century

| By Charbel Kadib |

Funds management

A disparity in demand for impact investing across gender, age, and nationality has been identified in new research conducted by the global asset manager.

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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Is a US recession on the cards after all?

Bank of America

| By Rhea Nath |

Funds management

Despite overwhelming pessimism for US markets going into 2023, the tide seems to be turning, with forecasts now mixed on a potential downturn.

AUTHOR

Rhea Nath

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The race to acquire long-term clients: Netwealth

netwealth

| By Jasmine Siljic |

Financial planning

Wealth managers and advisers are racing to manage the next generation of investors and additional high net worth individuals among several trends facing the industry.

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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Investment launches prompts BDM bonus hikes

bonuses

| By Laura Dew |

People & Products

The increased variety of investment products coming to market has fared well for fund management distribution employees with top performers seeing bonuses of over 80% of their salary.

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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National Advice Solutions convicted for unlawful super advice

anti hawking

| By Charbel Kadib |

Financial planning

The financial services company has been hit with a $70,000 penalty for violating anti-hawking regulations.

AUTHOR

Charbel Kadib

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HUB24 profits surge despite dip in inflows

platform provider technology platform Funds management financial advisers

| By Charbel Kadib |

Funds management

The investment funds platform has reported an 87% surge in its statutory net profit despite subdued net inflows.

AUTHOR

Charbel Kadib

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Frontier Advisors appointed asset advisor to the University of Adelaide

South Australia

| By Rhea Nath |

Financial planning

The investment advisory firm would work on the strategy, structure and monitoring of the university’s endowment fund.

AUTHOR

Rhea Nath

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Platinum launches global transition ETF

Platinum Asset Management ETF ESG

| By Jasmine Siljic |

Funds management

Platinum has launched the Platinum Global Transition fund, aiming to invest in global ESG-focused companies.

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 1 week 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

Third individual charged in relation to Courtenay House misconduct

AUTHOR

Rhea Nath

Rhea 's social profiles:

DASH expands business with eight hires

AUTHOR

Rhea Nath

Rhea 's social profiles:

American Century identifies demographic divides across impact investing

AUTHOR

Charbel Kadib

Charbel 's social profiles:

Is a US recession on the cards after all?

AUTHOR

Rhea Nath

Rhea 's social profiles:

The race to acquire long-term clients: Netwealth

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Investment launches prompts BDM bonus hikes

AUTHOR

Laura Dew

Laura 's social profiles:

National Advice Solutions convicted for unlawful super advice

AUTHOR

Charbel Kadib

Charbel 's social profiles:

HUB24 profits surge despite dip in inflows

AUTHOR

Charbel Kadib

Charbel 's social profiles:

Frontier Advisors appointed asset advisor to the University of Adelaide

AUTHOR

Rhea Nath

Rhea 's social profiles:

Platinum launches global transition ETF

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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