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| 18 July, 2022 |
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| Latest News |
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| Money Management Original | | Tool developed to reduce ‘pain’ of SoA production | | A former financial adviser has developed a new tool for quicker and easier production of Statements of Advice using data optimisation, enabling advisers to see more clients with less time spent on document production. |
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| Industry News | | Client caution drives Pendal fund redemptions | | Pendal Group’s funds under management have fallen by $13.9 billion in the June quarter due to fund redemptions driven by client caution and sustained market challenges. |
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| Industry News | | LGT Crestone hires head of sustainability | | LGT Crestone has appointed Amanda MacDonald to the role of head of sustainability, joining the firm with over 14 years’ experience in the investment industry with a focus on environmental, social and governance. |
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| Editorial |
| Money Management Original | | Making their voices heard | | Multiple individual advisers have made submissions to the Quality of Advice Review, providing a valuable ‘ground level’ insight of the profession. |
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