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.

AUTHOR

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.

AUTHOR

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.

AUTHOR

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.

AUTHOR

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.

AUTHOR

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.

AUTHOR

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.

AUTHOR

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.

AUTHOR

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.

AUTHOR

Former Olympian to lead Ord Minnett’s private wealth team

ord-minnett/hires/JBWere/olympics/

A former Olympic medallist with over 18 years of experience in financial services has been appointed head of private wealth at the national wealth management group.

AUTHOR

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