Iress projects ‘significant’ increase in 1H24 EBITDA

| By Jasmine Siljic |

Iress is expecting a 50 per cent EBITDA rise for the first half of the 2024 calendar year compared to the prior corresponding period, as it enters the final stages of its transformation program.

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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Melbourne-based adviser restrained from travel amid ASIC investigation

| By Laura Dew |

Financial planning

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct.

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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Fund managers turn pessimistic on global growth

| By Laura Dew |

Funds management

Macroeconomic concerns and the upcoming US election have caused fund managers to turn pessimistic on global economic growth, according to Bank of America.

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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MLC AM awards $285m mandate to Janus Henderson

| By Laura Dew |

Funds management

Janus Henderson has been awarded a $285 million mandate from MLC Asset Management to manage emerging market equities.

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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Nuveen appoints equities and fixed income head

| By Laura Dew |

Funds management

Asset manager Nuveen has promoted Saira Malik, who has worked at the firm for more than 20 years, as head of equities and fixed income.

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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Insignia ups legacy advice remediation in Q4 update

| By Laura Dew |

Financial planning

Insignia has announced it has completed the separation of Rhombus Advisory but flagged it needs to increase its remediation provision by an estimated $135 million relating to legacy advice and product compliance issues.

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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‘Cashed up and confident’: Financial services M&A fiercely competitive

| By Jasmine Siljic |

Funds management

Mergers and acquisitions in the Australian financial services industry are expected to continue surging, with M&A leaders looking to double the number of deals they are pursuing.

AUTHOR

Jasmine Siljic

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The pretty penny of self-licensing

| By Jasmine Siljic |

Financial planning

With the self-licensing trend here to stay, what are the estimated costs and insurance risks for financial advisers operating their own AFSL without the backing of a larger licensee?

AUTHOR

Jasmine Siljic

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‘Asset rich, cash poor’ retirees sitting on $1.3tn in property

| By Laura Dew |

Financial planning

Deloitte’s Andrew Boal believes there is a role for financial advisers to help clients understand longevity literacy as retirees find themselves “asset rich, cash poor”, thanks to rising property values.

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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Regal to acquire minority stake in specialist manager

| By Laura Dew |

Funds management

Regal Partners has announced its latest acquisition, taking a minority stake in a $1.4 billion specialist asset manager.

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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Iress projects ‘significant’ increase in 1H24 EBITDA

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Melbourne-based adviser restrained from travel amid ASIC investigation

AUTHOR

Laura Dew

Laura 's social profiles:

Fund managers turn pessimistic on global growth

AUTHOR

Laura Dew

Laura 's social profiles:

MLC AM awards $285m mandate to Janus Henderson

AUTHOR

Laura Dew

Laura 's social profiles:

Nuveen appoints equities and fixed income head

AUTHOR

Laura Dew

Laura 's social profiles:

Insignia ups legacy advice remediation in Q4 update

AUTHOR

Laura Dew

Laura 's social profiles:

‘Cashed up and confident’: Financial services M&A fiercely competitive

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

The pretty penny of self-licensing

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Jasmine Siljic

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‘Asset rich, cash poor’ retirees sitting on $1.3tn in property

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Laura Dew

Laura 's social profiles:

Regal to acquire minority stake in specialist manager

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Laura Dew

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