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International equities spur $35bn ETF flows in 2024

ETFs/VanEck/international-equities/

VanEck has named international equity ETFs as “the clear frontrunner in 2024”, with the asset class accounting for over 40 per cent of the industry’s total net flows during the year.

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Building a 60/40 portfolio fit for challenges ahead

State-Street-Global-Advisors/portfolio-construction/private-markets/

State Street Global Advisors has shared three tips for financial advisers when it comes to their portfolio construction for the year ahead as 60/40 portfolios face hurdles.

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Harnessing AI for ‘made-to-order’ advice

capgemini/artificial-intelligence/technology/

As Capgemini recommends artificial intelligence be used for hyper-personalised advice strategies, two professionals explore the impact it is having on advisory practices.

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Is a third bidder in the frame for Insignia?

insignia/M&A/private-equity/insignia-financial/

Insignia Financial has issued a statement to the ASX regarding a potential bid from a third global private equity business to acquire the firm.

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New year kicks off with adviser loss above 30

Wealth-Data/financial-advice/financial-advisers/

More than 30 advisers fell off the FAR during the Christmas and New Year period, according to Wealth Data, with half of these coming from licensee giant Entireti.

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Preventing client exodus amid great wealth transfer

capgemini/wealth-transfer/wealth-management/intergenerational-wealth/inheritance/

With next-generation heirs unlikely to retain their family’s financial advisers after receiving an inheritance, Capgemini has explored how firms can work with younger generations to maintain a relationship.

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FSC appoints executive director in newly created role

FSC/appointments/hires/

The Financial Services Council has appointed Justine Earl-Smith as executive director for commercial partnerships and growth, a newly created role for the organisation.

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Bennelong bets on RE service for diversified income stream

Bennelong/responsible-entity/fund-trustees/compliance/

Bennelong Funds Management chief executive, John Burke, has shared the firm’s priorities for 2025 including offering its responsible entity service to third parties.

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Advice firms encouraged to broaden tech usage

Adviser-Ratings/artificial-intelligence/technology/

The use of technology and data analytics will be a way for advice firms to grow in 2025, according to Adviser Ratings, with those who are using it successfully reporting 10 per cent higher profit margins.

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Alternative managers to benefit from market shifts in 2025

ratings-agency/funds-management/Alternatives/asset-management/active-funds/

Moody’s has painted an optimistic picture for alternative asset managers in the year ahead, with lower interest rates and deregulation likely to prove supportive for their growth.

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