Industry veteran to depart Janus Henderson

Janus Henderson investment strategy NAB

Investment strategist Frank Uhlenbruch is to leave Janus Henderson after almost 30 years.

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Addressing ESG concerns on the ASX 200

ESG ASX200 WaveStone Capital

With sustainable investing becoming increasingly popular, 80 per cent of ASX 200 companies now link remuneration to ESG outcomes.

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Are younger fund managers in over their heads?

interest rates RBA inflation viridian

A whole generation of investment managers – and some central bankers – are navigating an economic landscape they have never experienced.

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New CEO appointed at ClearView Wealth

ClearView ClearView Wealth

ClearView Wealth has appointed a new chief executive as managing director, Simon Swanson, departs after 12 years.

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Momentum launches new financial services podcast

financial services industry CIO

Money Management is pleased to announce the launch of a new weekly podcast that explores the people, products and strategies shaping Australia’s financial services industry.

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Australian clients unhappy with advisers’ communication

Business Health communication client relationships

According to a Business Health survey, clients are dissatisfied with their adviser’s communication due to insufficient frequency and a lack of personalisation, and those firms that communicate more experience higher profitability.

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Australia’s $250bn Future Fund returns to active equity management

Future Fund equities active management Small caps

The $250 billion Future Fund is moving back to active management for its equity allocations, six years after stating it was “nigh on impossible” for active managers to add value over and above their fees.

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A spotlight on Australia’s average financial adviser

quality of advice review Adviser Ratings financial advice fees

In its 2023 Landscape report, data agency Adviser Ratings has examined what you can expect from the average financial adviser and their practice in Australia.

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Experience pathway prompts fears of education drop-outs

experience pathway financial adviser examination Kaplan Western Sydney University

Education providers have expressed concerns that the experience pathway will encourage existing students to drop out of their studies and has left past students angry about the inequality.

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Melbourne adviser banned for encouraging early super release

ASIC early release of superannuation

ASIC has banned Terence Rio Nugara, director of Skynet Financial Services, for obtaining $1.6 million from misleading clients and enabling the early release of superannuation.

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