ASIC issues guidance for licensees on experience pathway
ASIC has issued information for AFS licensees clarifying what they need to do if their adviser wishes to access the experience pathway.
Schroders FI head on two bond opportunities in 2024
Schroders head of fixed income for Australia, Stuart Dear, has identified two areas of the fixed income market that he believes are currently attractive to investors.
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.
Pengana surpasses $100m with global private credit IPO
Pengana Capital Group has exceeded the minimum subscription on its Pengana Global Private Credit Trust IPO, two days after launching.
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.
FSC calls for ‘less subjective’ sophisticated investor test
The Financial Services Council is proposing to make the sophisticated investor test less subjective as currently wholesale fund managers are hesitant to apply it.
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.
CFS sources replacement managers after FSI investment team closures
Following the closure of four investment teams last month by First Sentier Investors, Colonial First State has proposed multiple replacement managers for the CFSIL funds.
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.
Self-licensing brings practice management to forefront of advisers’ minds
Insights from Ensombl has ranked practice management as the most frequently discussed topic among financial advisers as many move away from a licensee to set up their own businesses.
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.
ASIC cancels AFSL of Victorian asset manager
ASIC has cancelled the AFSL of a Victorian asset manager, seven months after an officer of the company was charged with money laundering offences in an AFP investigation.
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.
VBP launches business coaching solution for advisers
Vital Business Partner has launched a new coaching solution to assist financial advisers and business owners looking to grow their practices and drive efficiencies.
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.
ASIC tests AI usage to read public submissions
ASIC chair Joe Longo has told a Senate select committee that it has been running two pilot AI programs, including one to read public submissions.
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.
Pengana Capital Group
Pengana Capital Group (‘Pengana’) is a diversified funds management group, with distinct and differentiated investment strategies that aim to deliver superior long-term risk-adjusted returns to investors.
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