MM Newsletter
20 Jun 2023
Latest News
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Expect increased video SOA uptake post-QAR

Industry experts are expectant of video statements of advice gaining in popularity as the Quality of Advice Review loosens rules on what advice documentation should look like.

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EOFY: When is your super fund’s top-up contribution deadline?

Money Management has collated the cut-off dates for major superannuation funds if advisers want their clients to make top-up contributions in this financial year, many of which will occur this week.

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Bravura commences CEO search as Roy departs

With chief executive, Libby Roy, stepping down from the role effective immediately, the fintech company has announced a global external executive search for her successor.

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Schroders Australia appoints CEO

Schroders Australia has appointed a new chief executive at the firm and a new portfolio manager for its multi-asset funds.

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FMOTY 2023: Spotlight on Passive Assets

Ahead of the 2023 Fund Manager of the Year Awards on 22 June, Money Management spoke to finalists for the Passive — Other Asset Class Fund of the Year.

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Former Perpetual CEO joins Allianz Retire+ retirement advisory board

Allianz Retire+ has announced a reshuffle of its retirement advisory board, welcoming three new members.

Features
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Why (licensed) finfluencers could be the missing piece in the advice puzzle

Contrary to claims that finfluencers are a more accessible alternative to advisers, this licensed finfluencer believes she plays a complementary role towards easing investors into financial advice.

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