ASIC lifts the lid on internal dispute resolution complaints

ASIC IDR complaints

| By Rhea Nath |

The corporate regulator has shared details on how many investment and advice complaints were reported under the internal dispute resolution data reporting framework in FY24.

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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‘Like winning the Grand Final’: Entireti’s Younger on AMP deal completion

amp AZ NGA Fortnum Neil Younger AFSL licensees financial advice

| By Laura Dew |

Financial planning

Entireti chief executive Neil Younger has shared the responsibility and privilege he feels as the head of Australia’s largest advice licensee, and how he aims to prevent attrition as it integrates AMP advisers.

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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AFCA and FAAA at odds over causes of industry failure

AFCA Sarah Abood phil anderson Dixon Advisory CSLR

| By Laura Dew |

Financial planning

The FAAA and AFCA are in disagreement regarding how much of an industry collapse, such as Dixon Advisory, relates to product failure and how much relates to advice.

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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Asset managers vie for slice of robo-advice pie

Robo advice M&A high net worth fintech PwC

| By Rhea Nath |

Funds management

Global asset managers are seeking out acquisitions and strategic partnerships in the area of technology and robo-advice to benefit from an evolving wealth management landscape and futureproof their business.

AUTHOR

Rhea Nath

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Netwealth passes $100bn FUA milestone

netwealth platform financial advice matt heine

| By Laura Dew |

Financial planning

Two months after reporting its highest-ever quarterly growth, Netwealth announced it has passed $100 billion in funds under administration.

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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Magellan debuts first long-short product

Magellan equities Alternatives

| By Rhea Nath |

Funds management

Magellan has announced the launch of its first long-short product, its third fund arising from its strategic partnership with Vinva Investment Management.

AUTHOR

Rhea Nath

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Aussie managers bring 2 equity funds to market

global equities australian equities equities fund launch OC Funds Management

| By Rhea Nath |

Funds management

OC Funds Management and PAN-Tribal Asset Management have both launched equity funds, investing in Australian mid-caps and global equities, respectively.

AUTHOR

Rhea Nath

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Entireti unveils leadership team as AMP divestment completes

amp AZ NGA Fortnum

| By Laura Dew |

Financial planning

AMP expects to make a $36 million loss from its advice divestment, while Entireti has announced a new senior leadership structure as the deal completes.

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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FAAA explores how to prevent AFSL phoenixing

CSLR Sarah Abood Dixon Advisory phil anderson

| By Laura Dew |

Financial planning

The FAAA is actively exploring and has sought legal advice on how the problem of phoenixing AFSLs can be avoided to prevent the burden falling on the CSLR and the advice sector.

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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FSI announces inaugural chief commercial officer

FSI First Sentier Investors

| By Rhea Nath |

People & Products

First Sentier Investors has announced two key promotions in its leadership team, with a new global head of distribution and marketing and the newly created role of chief commercial officer.

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

ASIC lifts the lid on internal dispute resolution complaints

AUTHOR

Rhea Nath

Rhea 's social profiles:

‘Like winning the Grand Final’: Entireti’s Younger on AMP deal completion

AUTHOR

Laura Dew

Laura 's social profiles:

AFCA and FAAA at odds over causes of industry failure

AUTHOR

Laura Dew

Laura 's social profiles:

Asset managers vie for slice of robo-advice pie

AUTHOR

Rhea Nath

Rhea 's social profiles:

Netwealth passes $100bn FUA milestone

AUTHOR

Laura Dew

Laura 's social profiles:

Magellan debuts first long-short product

AUTHOR

Rhea Nath

Rhea 's social profiles:

Aussie managers bring 2 equity funds to market

AUTHOR

Rhea Nath

Rhea 's social profiles:

Entireti unveils leadership team as AMP divestment completes

AUTHOR

Laura Dew

Laura 's social profiles:

FAAA explores how to prevent AFSL phoenixing

AUTHOR

Laura Dew

Laura 's social profiles:

FSI announces inaugural chief commercial officer

AUTHOR

Rhea Nath

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