Government names financial advisers as core skill

financial advice recruitment new entrants

| By Rhea Nath |

Financial investment advisers have been singled out as a core skill in demand in Australia, with the government aiming to attract more skilled migrants to the sector.

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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Magellan reaches highest FUM in 15 months

Magellan funds under management fund launch Sophia Rahmani

| By Laura Dew |

Funds management

Magellan has seen its funds under management surpass $39 billion to the highest volume since August 2023, helped by three fund launches in association with Vinva Investment Management.

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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Super funds, insurers welcome ‘significant step’ to expand advice arena

legislation Stephen Jones quality of advice review ASFA MLC Life Insurance

| By Rhea Nath |

Superannuation

The second tranche of DBFO reforms has received strong support from superannuation funds and insurers, with a new class of advisers aimed to support Australians with their retirement planning.

AUTHOR

Rhea Nath

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Winners unveiled for ifa Excellence Awards 2024

IFA financial advice financial planners awards

| By Staff |

Financial planning

Money Management’s sister title ifa has announced 36 winners for the 11th annual ifa Excellence Awards 2024 at a ceremony in Sydney.

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Relative Return Unplugged: Guillotine cuts RBA in 2

Podcast Relative Return

| By Keith Ford |

Editorial

In this episode of Relative Return Unplugged, co-hosts Maja Garaca Djurdjevic and Keith Ford break down some of

AUTHOR

Keith Ford

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‘Positive direction’: Industry cautiously optimistic on DBFO Tranche 2 reforms

financial adviser treasury quality of advice review

| By Rhea Nath |

Financial planning

The advice industry has broadly welcomed the legislative groundwork surrounding the latest set of financial advice reforms, although they note “the devil’s in the details”.

AUTHOR

Rhea Nath

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Centrepoint taps into $1.1tn platform market with IconiQ launch

Centrepoint centrepoint alliance

| By Laura Dew |

Financial planning

Centrepoint Alliance has formally launched its investment and superannuation platform IconiQ, in association with technology firm FNZ, as it looks to tap into the $1.1 trillion platform market.

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 identifies poor reportable situations compliance by AFSLs

ASIC enforcement compliance AFSL

| By Laura Dew |

Financial planning

ASIC has warned licensees are demonstrating an “acceptance for internal non-compliance” when it comes to the reportable situations regime as a review finds a licensee took 12 years to commence an investigation into a breach.

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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Qld advice firm rolls out estate planning solution

estate planning financial advice queensland

| By Laura Dew |

Financial planning

Queensland financial advice firm MiQ Private Wealth has become the latest practice to utilise Yodal’s software for a digital estate planning solution as it expands its client offering.

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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Tyndall AM bids farewell to longstanding equities exec

tyndall Yarra capital management fund management exit appointments

| By Rhea Nath |

Funds management

Brad Potter, who has helmed Australian equities at Tyndall Asset Management for the last decade, has announced his retirement from the business.

AUTHOR

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

Adviser sees registration suspended over ROA usage

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

Adviser sees registration suspended over ROA usage

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

AZ NGA makes first acquisition post-Oaktree deal

1 month ago

Government names financial advisers as core skill

AUTHOR

Rhea Nath

Rhea 's social profiles:

Magellan reaches highest FUM in 15 months

AUTHOR

Laura Dew

Laura 's social profiles:

Super funds, insurers welcome ‘significant step’ to expand advice arena

AUTHOR

Rhea Nath

Rhea 's social profiles:

Winners unveiled for ifa Excellence Awards 2024

AUTHOR

Relative Return Unplugged: Guillotine cuts RBA in 2

AUTHOR

Keith Ford

Keith 's social profiles:

‘Positive direction’: Industry cautiously optimistic on DBFO Tranche 2 reforms

AUTHOR

Rhea Nath

Rhea 's social profiles:

Centrepoint taps into $1.1tn platform market with IconiQ launch

AUTHOR

Laura Dew

Laura 's social profiles:

ASIC identifies poor reportable situations compliance by AFSLs

AUTHOR

Laura Dew

Laura 's social profiles:

Qld advice firm rolls out estate planning solution

AUTHOR

Laura Dew

Laura 's social profiles:

Tyndall AM bids farewell to longstanding equities exec

AUTHOR

Rhea Nath

Rhea 's social profiles:

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