Why 2024 is the year of digital advice traction
The promise of digital advice tools to address the supply/demand inequity is no longer a dream but a very present reality, writes Shaun Green.
Super performance sees recovery ahead of Christmas
Superannuation funds have bounced back after three months of losses, with November seeing strong returns into the holiday period.
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.
Licensees deride ‘crazy talk’ in qualified adviser name
Two of Australia’s largest licensees believe the removal of the safe harbour steps will have the greatest impact on advisers, but believe a new name is needed for the proposed “qualified advisers”.
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.
Lifespan looks to micro-AFSLs for business growth
With the growth in micro-AFSLs and self-licensing, Lifespan chief executive Eugene Ardino is looking to double the number of AFSLs it services through its Lifespan Partnership.
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.
The top fears of insto investors in 2024
Natixis Investment Managers has revealed the biggest economic threats to Australian institutional investors next year, with 45 per cent describing recession as “inevitable” in 2024.
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.
Dexus completes global CEO search
Dexus has promoted its chief investment officer to become its next CEO, following the expected departure of Darren Steinberg in March 2024.
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.
Platinum appoints new CEO
Platinum Asset Management has confirmed the new successor for co-founder Andrew Clifford to work as chief executive and managing director.
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.
ANZ penalised in landmark continuous disclosure regime verdict
The Federal Court has penalised ANZ over its breach of continuous disclosure obligations and has warned other institutions could face a penalty as high as $780 million if the activity occurs nowadays.
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.
Will government be able to pass QAR in 2024?
Doubt has been cast on whether Minister for Financial Services, Stephen Jones, will be able to progress the Delivering Better Financial Outcomes reforms within a year.
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.
NGS Super rapped by APRA over cyber deficiencies
APRA has imposed additional licence restrictions on NGS Super, which suffered a cyber attack earlier this year.
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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