All-female investment team to helm new fund

female investors gender diversity australian equities global equities

| By Rhea Nath |

A dozen high-profile female portfolio managers have joined forces on a new equities fund which will invest in companies that deliver solid financial returns and progress gender equality 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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Verdict reached on Platinum/Regal acquisition

Platinum regal Regal Partners Limited acquisition

| By Laura Dew |

Funds management

Platinum Asset Management and Regal Partners have reached an agreement regarding whether to proceed with an acquisition following a period of due diligence, as Platinum outflows double to $841 million in November.

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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ASIC exam sees highest pass mark in 2 years

ASIC adviser exam exam professional year

| By Laura Dew |

Financial planning

Candidates waiting until they feel confident to sit the exam has helped the pass mark for the financial advice exam reach the highest since ASIC took over its administration.

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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Client appetite grows for one-off episodic advice

investment trends financial adviser

| By Rhea Nath |

Financial planning

There is a need for advice businesses to offer flexible service models, with Investment Trends research suggesting over half of potential clients prefer one-off advice to meet their financial needs.

AUTHOR

Rhea Nath

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How much could investors recover from Shield Master Fund?

ASIC enforcement administration liquidation Deloitte

| By Laura Dew |

Financial planning

Administrator Deloitte has shared how much Shield Master Fund investors could receive in estimated returns if the scheme is successfully wound up.

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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iPartners takes majority stake in Melbourne fund manager

private credit acquisition

| By Rhea Nath |

Funds management

Alternative asset manager iPartners Funds Management has announced a new acquisition to support its retail presence with a majority stake in Mi Funds Management.

AUTHOR

Rhea Nath

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SOA replacement presents ‘blank canvas’ for advisers

statement of advice Stephen Jones financial advice Adviser Ratings

| By Laura Dew |

Financial planning

The development of a new advice document presents a “blank canvas” for advisers to create a suitable document replacing statements of advice, says Adviser Ratings.

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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T. Rowe Price promotes ANZ consultant head to APAC role

T Rowe Price

| By Jessica Penny |

People & Products

T. Rowe Price has promoted head of Australia and New Zealand consultant relations, Cassandra Crowe, to the equivalent APAC role.

AUTHOR

Jessica Penny

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ASIC bans former South Australian financial adviser

ASIC banning South Australia financial advice

| By Staff |

Financial planning

A former South Australian financial adviser, who also authored two personal finance books, has been banned by ASIC for a period of seven years.

AUTHOR

ASIC announces results of final 2024 adviser exam

ASIC financial advice exam professional year

| By Rhea Nath |

Financial planning

ASIC has released the results for the November sitting of the financial adviser exam, with the pass mark sitting substantially higher than in August.

AUTHOR

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All-female investment team to helm new fund

AUTHOR

Rhea Nath

Rhea 's social profiles:

Verdict reached on Platinum/Regal acquisition

AUTHOR

Laura Dew

Laura 's social profiles:

ASIC exam sees highest pass mark in 2 years

AUTHOR

Laura Dew

Laura 's social profiles:

Client appetite grows for one-off episodic advice

AUTHOR

Rhea Nath

Rhea 's social profiles:

How much could investors recover from Shield Master Fund?

AUTHOR

Laura Dew

Laura 's social profiles:

iPartners takes majority stake in Melbourne fund manager

AUTHOR

Rhea Nath

Rhea 's social profiles:

SOA replacement presents ‘blank canvas’ for advisers

AUTHOR

Laura Dew

Laura 's social profiles:

T. Rowe Price promotes ANZ consultant head to APAC role

AUTHOR

Jessica Penny

Jessica 's social profiles:

ASIC bans former South Australian financial adviser

AUTHOR

ASIC announces results of final 2024 adviser exam

AUTHOR

Rhea Nath

Rhea 's social profiles:

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