Why this licensee CEO won’t discount the role of finfluencers

finfluencers/social-media/ASIC/insignia-financial/renato-mota/

| By Rhea Nath |

Although finfluencers tend to “swim outside the safety flags”, Insignia chief executive Renato Mota believes they signal an unmet demand from a younger generation seeking advice and information.

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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Students launch class action after unaccredited advice degree

university/education/FASEA/professional-year/class-action/

| By Laura Dew |

Financial planning

Almost 20 students have filed a class action against James Cook University after discovering their financial planning degrees had not received accreditation, leaving them unable to secure jobs.

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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Sustainable fund inflows plunge by 91%: Morningstar

Vanguard-Australia/morningstar/sustainable-investing/sustainable-funds/ESG/

| By Laura Dew |

Funds management

Morningstar research has seen inflows to sustainable funds fall by 91 per cent in the past quarter, with passive giant Vanguard reporting rare net outflows after the firm received infringement notices for alleged greenwashing.

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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RBA makes latest cash rate call

RBA/interest-rates/inflation/Phil-Lowe/

| By Charbel Kadib |

Funds management

The central bank’s monetary policy board has announced its cash rate decision amid mixed signals from the domestic and global economy.

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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Future Super targeted by ASIC over alleged greenwashing

ASIC/greenwashing/Superannuation/Future-Super/

| By Laura Dew |

Superannuation

Future Super has received an infringement notice from ASIC over alleged greenwashing, this time related to a social media post by the fund, following earlier action against Mercer Super.

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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ASX-listed fundie enters US market with strategic acquisition

moelis-Australia/private-credit/acquistion/

| By James Mitchell |

People & Products

An Australian asset manager has launched a global credit fund after acquiring a New York-based investment management group.

AUTHOR

James Mitchell

James Mitchell is a senior financial services reporter with over ten years experience. He has covered the Murray Inquiry, the Hayne royal commission and the evolution of Australia's financial intermediary sectors since 2011, with a focus on banking, superannuation, mortgages and wealth management.

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Will RBA continue rate pauses following inflation peak?

RBA/inflation/T.-Rowe-Price/BetaShares/GSFM/

| By Jasmine Siljic |

Funds management

With growing expectations that the Reserve Bank of Australia will extend its interest rates pause, some believe further hikes aren’t completely ruled out.

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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Holistic advice licensees buck growth trend

Wealth-Data/dealer-groups/licensees/

| By Jasmine Siljic |

Financial planning

The overall number of licensees has fallen by 15 per cent since January 2021, according to Wealth Data, but those focused solely on holistic advice have seen positive growth.

AUTHOR

Jasmine Siljic

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SQM launches ASX 200 ratings service

sqm-research/australian-equities/ratings/ASX-200/

| By Laura Dew |

People & Products

Research house SQM Research has launched Shares Professional to help advisers rank ASX 200 companies.

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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Mason Stevens taps Citi for custody services

Citi-Australia/Mason-Stevens/

| By Rhea Nath |

People & Products

The wealth platform has announced it is partnering with Citi Securities Services for custody and funds administration services as it looks to expand its offerings.

AUTHOR

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Why this licensee CEO won’t discount the role of finfluencers

AUTHOR

Rhea Nath

Rhea 's social profiles:

Students launch class action after unaccredited advice degree

AUTHOR

Laura Dew

Laura 's social profiles:

Sustainable fund inflows plunge by 91%: Morningstar

AUTHOR

Laura Dew

Laura 's social profiles:

RBA makes latest cash rate call

AUTHOR

Charbel Kadib

Charbel 's social profiles:

Future Super targeted by ASIC over alleged greenwashing

AUTHOR

Laura Dew

Laura 's social profiles:

ASX-listed fundie enters US market with strategic acquisition

AUTHOR

James Mitchell

James 's social profiles:

Will RBA continue rate pauses following inflation peak?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Holistic advice licensees buck growth trend

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

SQM launches ASX 200 ratings service

AUTHOR

Laura Dew

Laura 's social profiles:

Mason Stevens taps Citi for custody services

AUTHOR

Rhea Nath

Rhea 's social profiles:

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