ASIC’s action against advice misconduct in 1H24

ASIC financial advice misconduct enforcement

| By Keith Ford |

The regulator says it secured $32.2 million in civil penalties and nine criminal convictions in the six months to 30 June.

AUTHOR

Keith Ford

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What has unfolded since the experience pathway’s passage?

experience pathway Parliament ASIC financial advisers

| By Jasmine Siljic |

Financial planning

Money Management examines how the experienced provider pathway has impacted the advice industry, one year since it was passed on 6 September 2023.

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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Former Keystone director sees company assets frozen

ASIC federal court managed investment scheme

| By Laura Dew |

Financial planning

A judge has frozen the assets of former Keystone director Paul Chiodo’s company and ruled in ASIC’s favour that administrators can be appointed to wind up the firm.

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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HeirWealth welcomes former Count executive

Platforms & wraps Count Financial appointments

| By Jasmine Siljic |

Financial planning

The emerging wealth technology platform has appointed Michael Csavas, former acting Count CEO, to drive growth and target financial advisers and accountants.

AUTHOR

Jasmine Siljic

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Webcast

Unlock the secrets to an 'epic' retirement for your clients!

Are your clients ready to redefine retirement? Join us for an exclusive, FREE webinar hosted by Money Management in association with Allianz Retire+, where we delve into Australia’s evolving retirement landscape.

Why attend?

Australians are transforming retirement into a vibrant, dynamic chapter filled with new opportunities and challenges. Allianz Retire+ has embarked on a groundbreaking study, “How do we make retirements more epic?” – in collaboration with best-selling author and retirement educator Bec Wilson. This research uncovers how Australians are reimagining their post-work lives and its implications for retirement planning.

Meet your expert speakers:

Bec Wilson, author of “How to have an epic retirement”

Justine Marquet, Head of Technical Services, Allianz Retire+

Together, they will present invaluable insights from the study and discuss innovative strategies to help your clients achieve a more fulfilling retirement.

Key takeaways:

Evolving attitudes: Discover how retirees are integrating work, family, and travel into their lives.
Financial preparedness: Address the growing concerns of outliving retirement savings.
Practical advice: Gain actionable tips to help retirees plan with confidence.
Innovative Solutions: Learn about “new era” lifetime income products designed for modern retirees.

Why you can’t miss this:

This webinar is your opportunity to stay ahead of the curve and equip yourself with the knowledge to better serve your clients. Empower them to navigate the complexities of retirement with confidence and transform it into an “epic” journey.

Register now to secure your spot!

Schedule

Thursday, 17 October 2024

11:00am AEDT

Speakers

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Webcast

Unlock the secrets to an 'epic' retirement for your clients!

Description

Why attend?

Meet your expert speakers:

Bec Wilson, author of “How to have an epic retirement”

Justine Marquet, Head of Technical Services, Allianz Retire+

Together, they will present invaluable insights from the study and discuss innovative strategies to help your clients achieve a more fulfilling retirement.

Key takeaways:

Evolving attitudes: Discover how retirees are integrating work, family, and travel into their lives.
Financial preparedness: Address the growing concerns of outliving retirement savings.
Practical advice: Gain actionable tips to help retirees plan with confidence.
Innovative Solutions: Learn about “new era” lifetime income products designed for modern retirees.

Why you can’t miss this:

Register now to secure your spot!

Speakers

Partnered by

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If you are experiencing any issues or have any questions about this webcast, please contact Robyn at [email protected] or alternatively call 02 9922 3300.

How did Aussie fund managers fare in FY24?

Funds management Pinnacle Magellan Platinum Perpetual Pengana

| By Laura Dew |

Funds management

Money Management rounds up the financial results for Australia’s listed fund managers.

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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Nikko AM unveils new brand name

Nikko Nikko Asset Management Yarra capital management

| By Laura Dew |

Funds management

APAC fund manager Nikko Asset Management has announced its plan to rebrand from September 2025 to a new name that reflects its global growth strategy.

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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ClearBridge announces ESG slant equity fund

clearbridge clearbridge investments fund launch

| By Jessica Penny |

Funds management

The global equity manager has launched a new fund in the Australian market, providing exposure to companies that it believes are “committed to change”.

AUTHOR

Jessica Penny

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The value of consistent meetings in advice teams

Virtual Business Partners financial advisers practice management

| By Jasmine Siljic |

Financial planning

Integrating regular meetings within a financial advice team – from daily huddles to quarterly reviews – is essential for fostering sustainable long-term growth, according to Vital Business Partners.

AUTHOR

Jasmine Siljic

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Perpetual appoints former FPA director to board

Perpetual FPA boards

| By Laura Dew |

Funds management

Having announced in its FY24 results that two directors will be retiring from the board, Perpetual has made its first new appointment.

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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