Which Aussie suburbs lead the way for sustainable investing?

stockspot/sustainable-investing/sustainable-investments/ESG/

| By Jasmine Siljic |

Stockspot analysis has named the top 10 suburbs across Australia that have the highest proportion of sustainable investors, largely dominated by one state in particular.

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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Praemium looks for synergies amid OneVue integration

praemium/OneVue/iress/

| By Laura Dew |

Financial planning

Praemium has updated on the progress of its integration with platform OneVue, which it acquired from Iress earlier this year.

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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Invest Blue sets ‘high standard’ for work/life balance

Invest-Blue/recruitment/work-life-balance/

| By Jasmine Siljic |

Financial planning

National advice firm Invest Blue has featured in this year’s Great Place to Work report, particularly for its nine-day fortnight initiative.

AUTHOR

Jasmine Siljic

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Perth advisory founder to depart after 25 years

Perth/financial-advice/managing-director/appointments/

| By Laura Dew |

Financial planning

Perth advisory firm Capital Partners Private Wealth Advisers has announced a new managing director to take over from David Andrew as he steps down after 25 years.

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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Betashares unveils ethical Aussie fixed income ETF

BetaShares/bonds/fixed-income/ETFs/

| By Rhea Nath |

Funds management

Betashares’ latest fund will seek to invest fully in an ethically screened portfolio of Australian corporate and government bonds.

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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Relative Return Unplugged: The global ripples of a Trump sweep

Relative-Return/Podcast/

| By Maja Garaca Djurdjevic |

Editorial

In this episode, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Steve Kuper to dive dee

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Bold SEO

Bold SEO is proud to have an outstanding record as on of Australia's leading SEO companies.

Co-regulation in sight by 2030 says FAAA

Sarah-Abood/David-Sharpe/AFSL/licensing/financial-advice/

| By Jasmine Siljic |

Financial planning

The FAAA is hopeful that it can achieve co-regulation by 2030, acting as a stepping stone towards its ultimate goal of a fully self-regulated financial advice profession within a decade, says chair David Sharpe.

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Jasmine Siljic

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Platform v adviser: Who decides on product selection?

praemium/insignia/mlc/platforms/BT-Panorama/macquarie/equity-trustees/

| By Laura Dew |

Financial planning

With multiple funds seeing assets frozen, three platforms have shared with Money Management how they guard against holding a troubled product and how much responsibility sits with the adviser.

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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The symbiotic relationship between advisers and accountants

accountants/advisers/financial-advice/

| By Laura Dew |

Financial planning

A team of specialists can provide a better experience for clients, according to Findex, with advisers and accountants urged to have a close relationship.

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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