Wealth management players confirm senior hires
National licensee Capstone Financial Planning has welcomed an executive manager for growth and development, while wealth manager Cameron Harrison has brought a new chair on board.
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Relative Return Insider: Weak GDP, rate cut expectations, and global tensions
In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to unpack Aus
AUTHOR
Keith Ford
Wealth managers face imminent ‘flight risk’ of next-gen clients and advisers
Wealth management is facing a “fundamental transformation” as 81 per cent of next-gen inheritors have said they will likely switch away from their parents’ wealth manager, while one in four advisers are looking to switch jobs.
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.
What would protect investors in private market funds?
Reacting to ASIC’s public and private markets discussion paper, research houses BondAdviser and SQM Research have detailed how they believe investors can be better protected from the risks of these funds.
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.
Melbourne v Sydney: Which has the most sustainable investors?
Stockspot data has uncovered the top Australian suburbs boasting the greatest percentage of sustainable investors for financial advisers targeting these clients.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
Netwealth confirms chair successor ahead of Antonie’s exit
Netwealth’s chair Tim Antonie is set to depart after a decade spent on the board, with the firm naming his successor who will take up the position this September.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
Schroders updates active ETF range in response to feedback
Schroders has listed an active ETF version of the Global Core Fund while making fee and distribution changes to its existing Real Return Active ETF in response to investor feedback.
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.
Acadian launches EM fund for wholesale investors
Acadian Asset Management has launched an emerging markets equity fund for wholesale investors and intends to add it to platforms in due course.
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.
ASIC issues fresh warning to licensees on FAR deadline
With more than 4,600 advisers yet to meet the qualifications standards, the corporate regulator has once again urged relevant providers to check their Financial Advisers Register status.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
Client profitability key as advisers navigate growing cost to serve
The days of financial advisers being “all things to all people” are behind us, according to this founder, as the cost to serve passes $4,000.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
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