How can the advice industry collectively improve the PY?

professional-year/the-advisers-association/striver/financial-advice/

Members of the financial planning industry have shared with Money Management how they believe the Professional Year could be further developed.

AUTHOR

Former ANZ and AMP financial planning exec joins super fund

legalsuper/amp/ANZ/hires/

A former chief executive of financial planning at ANZ has taken up a role as the head of a major superannuation fund.

AUTHOR

MLC Asset Management expands investment team

mlc/MLC-Asset-Management/hires/

MLC has internally appointed two joint heads of the capital markets research team and co-portfolio managers of choice products.

AUTHOR

Morrison & Co appoints senior BlackRock exec

Alternatives/blackrock/infrastructure/

Alternative asset manager Morrison & Co has hired a senior BlackRock executive to join its board as non-executive director.

AUTHOR

Asendium partners with national advice group

technology/Asendium/

Financial advice technology provider Asendium has announced a partnership with FYG Planners as a key supplier of advice software.

AUTHOR

Ex-Goldman Sachs exec to lead APAC iShares markets

blackrock/hires/Goldman-Sachs/ishares/

Nicholas Peach has been appointed APAC head of markets and investments for iShares and index investments at BlackRock.

AUTHOR

Fund managers spooked as pessimism approaches 20-year low

Bank-of-America/investor-sentiment/global-financial-crisis/banks/credit-suisse/

Investor pessimism is close to a 20-year low thanks to the global banking crisis and in line with sentiment during the Global Financial Crisis, a notable reversal of February’s optimism.

AUTHOR

The Credit Suisse collapse and why good stewardship matters

First-Sentier-Investors/credit-suisse/stewardship/

The necessary bailout of the Swiss banking giant has only reiterated the importance of corporate governance, according to portfolio managers at First Sentier Investors.

AUTHOR

DASH plans ‘holy grail’ of adviser technology

quality-of-advice-review/qoa/Wealth02/dash/Andrew-Whelan/

DASH chief executive, Andrew Whelan, has shared his plans for improving advice technology as the company secures venture funding capital.

AUTHOR

Australia among best-protected global banking sector: Fidelity

fidelity/credit-suisse/UBS/banking/Paul-Taylor/

Australia is among the best countries in the world to be protected from the fallout of the global banking crisis, according to Fidelity Australia’s head of investments, Paul Taylor.

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 3 days ago