Relative Return Insider: Public-private discussions and the future of markets
In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford discuss a busy we
AUTHOR
Former NSW adviser banned over cryptocurrency scam investment
ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam.
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.
ASIC cracks down on finfluencers over unauthorised financial advice
ASIC has sent warning notices to social media finfluencers who it suspects are providing unlicensed financial advice to Australians as part of a global crackdown by international regulators.
AUTHOR
Keith Ford
The behavioural conflict from advising multigenerations
Financial advisers may be encouraged to work with multiple generations amid the intergenerational wealth transfer, but the FAAA has warned it can cause behavioural conflicts and ethical dilemmas.
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 ‘4 Ps’ of private market investment selection
Franklin Templeton has shared four rules for financial advisers when it comes to including alternative investments in client portfolios.
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.
GQG Partners sees 3% growth in FUM
GQG Partners has reported net inflows of US$1.4 billion in May, its fifth consecutive month of inflows reaching more than US$1 billion.
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.
Fidelity teams up with wealth manager on SMA launch
Fidelity International has worked in tandem with Australian wealth manager Emanuel Whybourne & Loehr to launch an actively managed global equities strategy aimed at financial advisers.
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.
Netwealth gains SMA range from Activam
Managed account provider Activam Group has launched a multi-asset series of separately managed accounts
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.
ASIC takes action against Aus Unity over DDO failures
The corporate regulator has announced it is taking action against Australian Unity regarding alleged failures by the fund manager in its target market determinations.
‘Confusing and misleading’ advice among biggest client bugbears
Advisers may think they are being compliant with the regulation but for their clients, it is often communication that can cause the biggest headache in their adviser relationship and bring about complaints.
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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