MM Newsletter
28 Mar 2023
Latest News
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A deep dive into the adviser exam pass rate

Money Management takes a closer look at the financial adviser exam and how this year’s exam results have differed from previous ones.
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Perth advice practice pleads guilty to dishonest conduct

A Perth financial planning firm has pleaded guilty to three charges of dishonest conduct by falsifying information on client insurance forms.
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ASIC releases Feb exam results

ASIC has released the pass data for candidates who sat the February financial advice exam.
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BOQ updates on CEO search

Bank of Queensland has provided an update for shareholders on its search for a chief executive following the surprise departure of George Frazis last November.
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CountPlus to hold vote on name change

CountPlus has announced it will hold an extraordinary general meeting to vote on a name change for the business.
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UBS AM appoints APAC fixed income head

The asset manager has announced Shamaila Khan will take up the role in early April after more than 10 years at AllianceBernstein.
Features
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The winding road ahead for digital advice

Whilst digitally enhanced advice seems inevitable following the final QOA report, industry members still debate the extent of its effectiveness.
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