Franklin Templeton announces flurry of appointments

Franklin-Templeton/hires/appointments/

| By Rhea Nath |

Franklin Templeton has signalled a new period of strong growth and expansion as it unveils five internal promotions in its Australian business, including a retail distribution lead.

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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Otivo appoints chief advice officer

otivo/digital-advice/colonial-first-state/financial-advice/hires/appointments/

| By Laura Dew |

People & Products

Online financial advice platform Otivo has made an internal promotion to chief advice officer to ensure the firm’s advisers are providing suitable and compliant advice.

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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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Aussie fund managers launch active ETFs

active-ETFs/ETFs/global-equities/Aussie-equities/equities/global-small-and-mid-cap/

| By Laura Dew |

Funds management

Two Australian fund managers have launched active ETFs on the ASX, one investing in global equities and the other investing in Australian small caps.

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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Bravura makes 2 senior hires

Bravura-Solutions/Bravura/technology/Software/appointments/

| By Laura Dew |

People & Products

The former chief product officer at Iress, Aaron Knowles, has joined software firm Bravura Solutions as it seeks to “scale new heights” in global growth.

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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Small caps: An election trump card for 2025?

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Insignia completes NAB/MLC Wealth separation

insignia-financial/insignia/NAB/MLC-Wealth/

| By Laura Dew |
Financial planning

Insignia Financial has reached a major milestone in completing the separation of MLC Wealth from NAB, having acquired the firm back in 2021.

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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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FSCP clamps down on poor recordkeeping

ASIC/FSCP/RoA/

| By Laura Dew |
Financial planning

Proper recordkeeping has been described as the “mortar between the bricks” of the advice process and critical to an FSCP decision as an adviser is suspended for failures in this area.

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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C-suite exec departs MLC Asset Management

MLC-Asset-Management/insignia/exit/

| By Laura Dew |
Financial planning

The chief commercial officer of MLC Asset Management has stepped down after five years as parent company Insignia Financial reviews its leadership.

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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Licensees’ conflict of interest under ASIC gaze

ASIC/licensees/conflict-of-interest/

| By Laura Dew |
Financial planning

There could be changes ahead for how ASIC requires licensees to handle conflicts of interest as the corporate regulator announces it will be meeting key stakeholders next year to update guidance.

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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Could advisers better prepare for client feedback?

Business-Health/client-engagement/financial-advice/client-relationships/

| By Rhea Nath |
Financial planning

The majority of advisers are failing to proactively understand their clients’ needs and satisfaction, with just one in four practices formally seeking feedback in the last two years, according to Business Health.

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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Franklin Templeton announces flurry of appointments

AUTHOR

Rhea Nath

Rhea 's social profiles:

Otivo appoints chief advice officer

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Laura Dew

Laura 's social profiles:

Aussie fund managers launch active ETFs

AUTHOR

Laura Dew

Laura 's social profiles:

Bravura makes 2 senior hires

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Laura Dew

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Small caps: An election trump card for 2025?

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Partner Article

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Insignia completes NAB/MLC Wealth separation

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Laura Dew

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FSCP clamps down on poor recordkeeping

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Laura Dew

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C-suite exec departs MLC Asset Management

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Laura Dew

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Licensees’ conflict of interest under ASIC gaze

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Laura Dew

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Could advisers better prepare for client feedback?

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Rhea Nath

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