Sipina sentenced for involvement in $180 million Courtenay House fraud
David Sipina has been sentenced to three years under an intensive correction order for his role in the u
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Generation Life's Hackett promoted to group CEO role
Grant Hackett has been promoted from CEO of Generation Life to head up the wider Generation Development Group.
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.
Why a robust paper trail is crucial for compliance
As AFSLs endeavour to meet their breach reporting obligations, a legal expert has emphasised why robust documentation will prove fruitful, particularly in the face of potential regulatory investigations.
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.
Which Aussie suburbs exhibit greatest financial opportunity?
Betashares has named the top Australian suburbs with the highest spare cash flow, shining a light on where financial advisers could eye out potential clients.
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.
Adviser solutions BDM among raft of new hires
Zenith Investment Partners has welcomed a BDM focusing on adviser solutions in a series of appointments, while two asset managers have also confirmed new hires.
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.
Superannuation rollover leads to FSCP written direction
A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 for a client.
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.
What will EOY adviser numbers look like?
Estimates for the calendar year 2024 put the advice industry on track for a loss in adviser numbers as exits offset gains from new entrants.
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.
5 ways advice changed in 2024
Adviser Ratings shares five ways that financial advice changed in 2024 with an optimistic outlook for 2025, thanks to the Delivering Better Financial Outcomes legislation.
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.
Tribeca makes intermediary distribution hire from Australian Ethical
Tribeca Investment Partners has made a distribution hire from Australian Ethical in a newly created role focused on the national intermediary 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.
Real estate reigns supreme among wealth inheritors
Fidelity finds next-gen investors are increasingly open to seeking financial advice to plan for an impending wealth transfer, as they mull over future investments in real estate, super, shares, and ETFs upon receiving an inheritance.
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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