Employee development at the fore as competition heats up

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

| By Rhea Nath |

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

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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Management fees pivotal for ETF investors

ETFs/exchange-traded-funds/management-fees/

| By Rhea Nath |

Funds management

A new Computershare survey reveals management fees are a key priority for ETF investors, alongside the growing performance expectations.

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ETFs

exchange traded funds

management fees

AUTHOR

Rhea Nath

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Bennelong to welcome 2 board members

board-of-directors/bennelong-funds-management/

| By Rhea Nath |

People & Products

Bennelong Funds Management has announced new additions to its board following the retirement of chair Lincoln McMahon at the end of this year.

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board of directors

bennelong funds management

AUTHOR

Rhea Nath

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Former Pendal CEO joins DNR Capital board

DNR-Capital/pendal/Perpetual/

| By Laura Dew |

Funds management

Former Pendal chief executive Emilio Gonzalez will be joining the board of boutique fund manager DNR Capital in February 2025.

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DNR Capital

pendal

Perpetual

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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Settlement reached in Caddick auditor class action

Melissa-Caddick/SMSF/federal-court/

| By Keith Ford |

Financial planning

A group of 31 victims of Melissa Caddick have agreed to an in-principle settlement with the auditors engaged to conduct annual audits of their SMSFs.

AUTHOR

Keith Ford

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‘How, not if’ for AI usage by fund managers

mercer/artificial-intelligence/

| By Laura Dew |

Funds management

It is a question of “how” rather than “if” asset managers will integrate artificial intelligence, according to Mercer, with 90 per cent of managers already using it or planning to use it in their investment process.

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mercer

artificial intelligence

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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All-female investment team to helm new fund

female-investors/gender-diversity/australian-equities/global-equities/

| By Rhea Nath |

Funds management

A dozen high-profile female portfolio managers have joined forces on a new equities fund which will invest in companies that deliver solid financial returns and progress gender equality in Australia.

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AUTHOR

Rhea Nath

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Verdict reached on Platinum/Regal acquisition

Platinum/regal/Regal-Partners-Limited/acquisition/

| By Laura Dew |

Funds management

Platinum Asset Management and Regal Partners have reached an agreement regarding whether to proceed with an acquisition following a period of due diligence, as Platinum outflows double to $841 million in November.

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Platinum

regal

Regal Partners Limited

acquisition

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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ASIC exam sees highest pass mark in 2 years

ASIC/adviser-exam/exam/professional-year/

| By Laura Dew |

Financial planning

Candidates waiting until they feel confident to sit the exam has helped the pass mark for the financial advice exam reach the highest since ASIC took over its administration.

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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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Client appetite grows for one-off episodic advice

investment-trends/financial-adviser/

| By Rhea Nath |

Financial planning

There is a need for advice businesses to offer flexible service models, with Investment Trends research suggesting over half of potential clients prefer one-off advice to meet their financial needs.

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investment trends

financial adviser

AUTHOR

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