FPA/AFA complete merger with Perera to depart

FPA/AFA/mergers-and-acquisitions/

| By Rhea Nath |

AFA national president Sam Perera has announced he will not be joining the board of the newly-formed Financial Advice Association Australia.

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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Govt opens consultation on $3m super balance tax changes

Superannuation/treasury/Jim-Chalmers/

| By Rhea Nath |

Superannuation

The consultation paper on doubling the concessional tax rate for superannuation balances exceeding $3 million would take feedback from stakeholders until mid-April.

AUTHOR

Rhea Nath

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Sydney wealth manager launches online solution

intergenerational-wealth/young-clients/young-investors/

| By Laura Dew |

People & Products

Sydney-based wealth manager Sarto Advisory has launched its own online investing solution with OpenInvest to help younger 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.

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Chicago asset manager expands into Australia

gcm/fund-management/

| By Laura Dew |

People & Products

GCM Grosvenor has opened an office in Sydney and appointed Andy Lukas as managing director of its Australia and New Zealand operations.

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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AMP CEO updates on portfolio simplification progress

amp/Alexis-George/platforms/financial-advice/

| By Laura Dew |

Financial planning

AMP has updated shareholders on its portfolio simplification program, stating negative short-term profit impacts from strategic decisions around banks and platforms will benefit the long-term business.

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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Former Class CEO steps up as Bravura chair

Bravura/class/boards/andrew-russell/

| By Laura Dew |

People & Products

Andrew Russell, who spent three years as chief executive of Class, has been appointed interim chair of Bravura Solutions as Neil Broekhuizen departs after 14 years.

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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A busy Q1 2023 for ASIC

ASIC/ASIC-bans/jail/directors/

| By Rhea Nath |

Policy & Regulation

With at least five financial adviser bans, including an adviser who falsified his exam result, the Austr

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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Future2 expands scope as FPA’s Abood steps down

AFA/FPA/Sarah-Abood/Future2-Foundation/Women-in-Business/

| By Jasmine Siljic |
People & Products

The FPA’s Future2 Foundation will now include participants from the Association of Financial Advisers and the SMSF Association as board director Sarah Abood steps down.

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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Exam passes prompt adviser gains

Wealth-Data/Colin-Williams/exam/financial-advice/

| By Laura Dew |
Financial planning

There has been a net gain of 15 advisers joining the industry this week, including nine new entrants following their exam pass.

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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Twitter

Cboe completes 18-month tech migration

cboe/technology/trading/

| By Rhea Nath |
People & Products

Stock exchange Cboe has completed its technology migration, increasing its capacity to launch products and increase its market competition in Australia.

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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FPA/AFA complete merger with Perera to depart

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Rhea Nath

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Govt opens consultation on $3m super balance tax changes

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Rhea 's social profiles:

Sydney wealth manager launches online solution

AUTHOR

Laura Dew

Laura 's social profiles:

Chicago asset manager expands into Australia

AUTHOR

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AMP CEO updates on portfolio simplification progress

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Former Class CEO steps up as Bravura chair

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A busy Q1 2023 for ASIC

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Rhea Nath

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Future2 expands scope as FPA’s Abood steps down

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Exam passes prompt adviser gains

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Laura 's social profiles:

Cboe completes 18-month tech migration

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Never miss the latest news and developments in wealth management industry

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