AFCA urges advisers to report misconduct amid self-regulation push

AFCA/Shail-Singh/misconduct/Sarah-Abood/

| By Jasmine Siljic |

AFCA’s Shail Singh has encouraged financial advisers, who are often the first to hear about examples of misconduct, to speak up and report such activity if they seek self-regulation.

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AFCA

Shail Singh

misconduct

Sarah Abood

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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Platinum rules out Smolinski’s return to fund management

Platinum-Asset-Management/Platinum/Platinum-International-Fund/

| By Laura Dew |

Funds management

Platinum chief executive Jeff Peters has indicated it is unlikely former co-chief investment officer Clay Smolinski will return to running the firm’s $4.2 billion flagship International Fund after his sabbatical.

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Platinum Asset Management

Platinum

Platinum International Fund

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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FNZ & TWC Invest announce senior tech hires

fnz/investment-management/appointment/

| By Jasmine Siljic |

People & Products

Global wealth management platform FNZ has appointed a new group head of APAC, while boutique investment manager TWC Invest welcomes a chief technology officer.

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fnz

investment management

appointment

AUTHOR

Jasmine Siljic

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TAL nabs AIA investment strategy head

appointments/hires/AIA/

| By Laura Dew |

People & Products

TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA.

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appointments

hires

AIA

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 in partnership with Class Super

class/Class-Super/wealth-management/platform/intergenerational-wealth/

| By Laura Dew |

Financial planning

Wealth technology platform HeirWealth has announced an integration with Class Super so advisers can link their accounts with the platform.

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intergenerational wealth

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 applies to liquidate First Guardian responsible entity

| By Keith Ford |

Financial planning

ASIC has applied for Falcon Capital to enter liquidation in the Federal Court as it continues its investigation regarding allegations customers were encouraged to roll over their super into its First Guardian fund.

AUTHOR

Keith Ford

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Asset managers seek to revive profits with ETF launches

Ernst-&-Young/ETFs/active-ETFs/State-Street/

| By Laura Dew |

Funds management

Mid-tier asset managers experiencing profitability pressures are considering the ETF market to take advantage of their demand and boost their inflows, but it is critical that they can justify how it complements their existing business model.

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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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Australian Ethical explores wholesale private markets option

Australian-Ethical/private-markets/wholesale/

| By Laura Dew |

Funds management

Australian Ethical’s head of private markets has told Money Management the firm is exploring options in private markets for its wholesale investors.

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Australian Ethical

private markets

wholesale

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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Evergreen funds show ‘no signs of slowing down’

Hamilton-Lane/private-markets/evergreen/fund-management/

| By Jasmine Siljic |

Funds management

Burgeoning evergreen funds are extending beyond retail investments, according to Hamilton Lane, and could make up 20 per cent of the private markets universe in a decade.

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AUTHOR

Jasmine Siljic

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Licensees employing managed accounts for bespoke client offerings

managed-accounts/State-Street/ssga/investment-trends/

| By Laura Dew |

Financial planning

Licensees are developing their own bespoke managed account strategies and 20 per cent of advisers have said they are encouraged to adopt the products by their licensee.

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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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FNZ & TWC Invest announce senior tech hires

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TAL nabs AIA investment strategy head

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HeirWealth in partnership with Class Super

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ASIC applies to liquidate First Guardian responsible entity

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Asset managers seek to revive profits with ETF launches

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Australian Ethical explores wholesale private markets option

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