Brookfield brings Oaktree private credit fund to Australia

private-markets/fund-launch/private-credit/

| By Jasmine Siljic |

Brookfield, which recently entered the bidding war to acquire Insignia Financial, has launched a private credit strategy managed by Oaktree for Australian wholesale investors.

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private markets

fund launch

private credit

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.

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Advisers urged to expedite retirement income discussions

allianz-retire+/retirement-income/financial-advisers/retirement-planning/

| By Jasmine Siljic |

Financial planning

Financial advisers are being encouraged to bring forward their retirement income planning conversations with clients, with an ideal “runway” of at least 10 years prior to retirement.

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Jasmine Siljic

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AMP FY24 NPAT declines with advice sale

amp/financial-advice/Alexis-George/

| By Laura Dew |

Financial planning

Having sold off its advice division for a loss, AMP has reported a 43 per cent reduction in statutory net profit after tax in FY24, with the business now focusing on becoming a retirement specialist.

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amp

financial advice

Alexis George

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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Advice profession enjoys 5 weeks of consecutive growth

Wealth-Data/new-entrants/adviser-numbers/

| By Jasmine Siljic |

Financial planning

Financial adviser numbers are up by more than 200 for the financial year, according to Wealth Data, driven by five weeks of back-to-back growth.

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Wealth Data

new entrants

adviser numbers

AUTHOR

Jasmine Siljic

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‘Rising tide lifts all boats’ for platforms amid advice boom

platforms/infocus/amp/HUB24/Recep-Peker/

| By Laura Dew |

Financial planning

Rather than competing on fees, platforms are aiming to stand out by helping advisers achieve scale and efficiency in their practices, offering an even greater range of services to clients.

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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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Refining tech crucial for advice M&A prep

intelliflo/advice-technology/technology/M&A/

| By Jasmine Siljic |

Financial planning

As financial advice continues to be a major target for M&A, intelliflo has encouraged practices to improve their processes and data management before prospective buyers come knocking.

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Jasmine Siljic

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Clime IM appoints 2 to business

Clime-Investment-Management/Clime/hires/appointments/

| By Laura Dew |

Funds management

Clime Investment Management has appointed two to its operations team, focusing on managed funds, as it continues its cost-cutting process.

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Clime Investment Management

Clime

hires

appointments

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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Managed account consultants seen as valuable asset for advisers

managed-accounts/asset-consultants/IMAP/generation-development-group/research-houses/lonsec/

| By Laura Dew |

Funds management

The acquisition of Evidentia Group by GDG shows how valuable the role and personal relationship with a managed account consultant has become to the financial advice industry, says IMAP’s Toby Potter.

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managed accounts

asset consultants

IMAP

generation development group

research houses

lonsec

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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