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Navigating the AT1 hybrids transition

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Magellan investment head to depart after 18 years

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Magellan has announced a raft of executive changes including the departure of head of investments, Gerald Stack, after 18 years and a second appointment from Maple-Brown Abbott.

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Stephen Jones to retire

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Minister for Financial Services, Stephen Jones, has announced he will be retiring at the upcoming federal election.

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When is an alternative not an alternative?

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The widespread use of alternatives could lead to erosion of the very elements that make them alternatives, according to EY, as fund managers make them more palatable to retail clients.

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Franklin Templeton scraps Martin Currie branding

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Franklin Templeton is to get rid of its Martin Currie branding and fold them into the wider group under ClearBridge Investments and Franklin Equity Group.

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Dealmakers cautiously optimistic on asset and wealth management M&A

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Deal values for APAC asset and wealth management companies surged 76 per cent in 2024 to almost $100 billion, according to PwC, while three factors are driving growth for the year ahead.

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The 3 fund managers set to be hit by client redemptions

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Morningstar research of seven active Australian asset managers expects them to see client redemptions averaging 3.1 per cent of their FUM per annum through to FY29, with two forecast to lose more than 10 per cent.

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Aussie asset managers appoint CEOs

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Two Australian asset managers – K2 Asset Management and East Coast Capital Management – have each welcomed a female chief executive to lead the respective firms.

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DomaCom assembles new executive team

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Managed investment platform DomaCom has strengthened its leadership capability with a flurry of executive hires and internal promotions, including a new CFO.

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Tuesday, 4 March 2025
11:00am AEDT

Webcast

Towards a retirement income philosophy

In today’s rapidly changing financial landscape, the role of financial advisers as navigators for their clients in retirement has never been more crucial. Join us for an exclusive, FREE webinar hosted by Money Management, in association with Allianz Retire+, where we delve into the fundamental components of a robust retirement income philosophy.

Allianz Retire+ has conducted a new study with Ensombl, drawing on the expertise of five leading advisers who collectively represent over 1,000 clients. This research uncovers the unique opportunities within retirement planning, and examines the key strategies and evolving philosophies these advisers employ to prepare their clients for retirement in today’s environment.

Key adviser takeaways:

  • Outlines the critical elements that should form the foundation of any retirement income philosophy.
  • Identifies processes for assessing and quantifying the unique nature of financial risks and the emotional challenges faced by retirees and pre-retirees.
  • Explains methodologies for designing and implementing retirement income strategies and portfolios.
  • Develops a toolkit of product solutions that can be called upon to bring these strategies to life.

As you continue to guide your clients through their retirement journeys, Allianz Retire+ is committed to supporting you with innovative solutions and actionable insights. Together, we can lead the way in revolutionising retirement planning, ensuring that your clients retire with confidence and certainty.

This is a CPD accredited webcast

Schedule

Tuesday, 4 March 2025
11:00am AEDT
60 minutes
Speakers
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