Engaging the next generation in advice

fidelity/intergenerational-wealth/young-clients/

| By Rhea Nath |

When it comes to engaging younger clients, Fidelity has unpacked potential concerns of this generation when it comes to seeking advice as well as how they prefer to interact with their adviser.

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fidelity

intergenerational wealth

young clients

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Insignia agrees to SS&C deal to transform Master Trust

insignia/master-trust/SS&C-Technologies/

| By Laura Dew |

Financial planning

Insignia Financial has entered into an initial agreement with fund administrator SS&C Technologies to transform its Master Trust business following a strategic review.

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insignia

master trust

SS&C Technologies

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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AMP taps Mercer exec for strategic partnerships role

amp/mercer/BT/amp-super/

| By Rhea Nath |

People & Products

AMP has appointed a national manager for strategic partnerships, with John Allmey making the move from Mercer Australia.

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amp

mercer

amp super

AUTHOR

Rhea Nath

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Smart beta ETF usage on the rise among advisers

Smart-beta/ETF/VanEck/financial-advice/

| By Laura Dew |

Funds management

Financial advisers are demonstrating interest in smart beta ETFs, according to VanEck, who are using it as an alternative to active management.

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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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HMC Capital hires director to boost wholesale reach

distribution/business-development-manager/private-markets/private-credit/BT/appointments/hires/

| By Laura Dew |

Funds management

Former BT sales executive, Sarah Hegarty, has taken up the role of senior director of wholesale distribution at HMC Capital.

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distribution

business development manager

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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RBA makes final 2024 rate call

RBA/interest-rates/central-banks/monetary-policy/

| By Staff |

Funds management

The Reserve Bank of Australia has announced its final interest rate decision for 2024 amid stubborn inflation and faltering economic growth.

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AUTHOR

Perpetual/KKR deal in doubt amid significant tax liability

Perpetual/KKR/ATO/

| By Laura Dew |

Funds management

The deal between Perpetual and KKR is in doubt after the ATO significantly reduced the estimated cash proceeds for shareholders due to a $488 million primary tax liability.

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Perpetual

KKR

ATO

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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Former AMP advice exec steps back as FSCP panel cuts to 24

FSCP/ASIC/amp/

| By Laura Dew |

Financial planning

Nick Hilton, newly appointed as executive general manager for advice delivery at Entireti following the AMP acquisition, is among seven individuals stepping back from the FSCP as the panel is cut down to 24 members.

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FSCP

ASIC

amp

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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Employee development at the fore as competition heats up

employment/merger-and-acquisition/staff/wealth-management/

| By Rhea Nath |

Financial planning

As firms jostle to retain their top talent in a competitive jobs market, recruiters observe discussions around professional development and growth have become increasingly prominent alongside remuneration.

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employment

merger and acquisition

staff

wealth management