Powered by MOMENTUM MEDIA
moneymanagement logo
 

Gender pay gap widens for financial services

gender-equality/Gender-pay-gap/Financial-Services/

While the overall gender wage gap has decreased slightly, the Financy Women’s Index reveals the gap has widened for employees in the financial and insurance services sector.

AUTHOR

‘Sorry if we aren’t going fast enough’: Fiducian’s Singh on acquisition pipeline

Fiducian/financial-advice/licensee/platform/

With $34.9 million in cash on its balance sheet, Fiducian executive chairman Indy Singh has said the licensee won’t be rushed into making large advice acquisitions or paying out special dividends.

Read more about:

AUTHOR

Gold Coast adviser banned over ‘speculative’ investment advice

ASIC/financial-advice/banning/

A Gold Coast-based financial adviser has been banned for four years by the corporate regulator after he provided inappropriate advice for Next Generation Advice regarding speculative and illiquid investments.

Read more about:

AUTHOR

AMP partners with UNSW Sydney on AI development

amp/AI/artificial-intelligence/

Advancing research on the use of artificial intelligence in financial services, AMP has announced a strategic partnership with UNSW Sydney.

Read more about:

AUTHOR

VanEck spruiks latest smart beta ETF

VanEck/ETF/launch/Smart-beta/ETFs/

ETF provider VanEck is set to launch its latest smart beta ETF – the MSCI International Growth ETF– ushering in a new growth international equities strategy.

AUTHOR

IAM appoints former Platinum co-founder

fund-management/board/Platinum/

Former Platinum co-founder James Simpson will take up a non-executive role at Income Asset Management as two directors retire.

Read more about:

AUTHOR

Portfolio construction guide 2026: A comprehensive guide to portfolio construction for financial year 2025–26

image

Welcome to the latest edition of the Money Management Portfolio Construction Guide, where we explore and demystify five essential asset classes for financial advisers.

In this edition, we take a deep dive into the five key asset classes that continue to shape portfolio strategy in the 2025–26 financial year. With each chapter, you’ll gain direct insights from leading managers on current market trends, opportunities, and how each asset class can support more resilient and diversified client portfolios.

Specifically, this e-book will cover:

  • Fixed income with Capital Group
  • Multi-asset with Australian Ethical
  • Private credit with Metrics Credit Partners
  • Real estate with Metrics Credit Partners
  • Small-cap equities with Prime Value

On behalf of Money Management and our partners, we hope you enjoy reading this guide.

Partnered by
image
image
image
image

Download now

 



 
 

‘Buck stops with us’: Licensees on their APL selection process

APLs/centrepoint-alliance/lifespan/approved-product-list/

As the industry navigates the fallout from recent product failures, two major AFSLs have detailed their APL selection process and relationship with research houses, warning a selection error could “destroy” a licensee.

AUTHOR

Ageing adviser population challenging business succession plans

succession-plans/financial-advice/practice-management/

The impending retirement of financial advisers in their 50s could see the profession face significant succession challenges over the coming decade and younger advisers may not be the answer.

AUTHOR

Minimising key person risk for solo AFSLs

self-licensing/AFSL/technology/sale/

With a third of AFSLs being solo advisers, how can they navigate key person risk and ensure they are still attractive propositions for buyers when it comes to their succession planning?

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

5 days 22 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 weeks 2 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 1 day ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 3 days ago