Are real assets worth the illiquidity risk for portfolios?

financial-advice/portfolio-construction/IMAP/JANA/Alternatives/real-assets/Dexus/

| By Rhea Nath |

Investment executives say the benefits of real assets for client portfolios can “absolutely” outweigh the illiquidity risk, provided there is a good understanding of its risks and returns and of client goals.

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financial advice

portfolio construction

IMAP

JANA

Alternatives

real assets

Dexus

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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Which priorities have fallen off ASIC’s enforcement list?

ASIC/breach-reporting/Hall-&-Wilcox/

| By Jasmine Siljic |

Financial planning

With the regulator announcing its enforcement focus for 2025 last week, law firm Hall & Wilcox examines the areas which have dropped down the list in priority for the regulator.

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ASIC

breach reporting

Hall & Wilcox

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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Mason Stevens appoints head of strategic accounts

Mason-Stevens/appointments/hiring/investment-trends/

| By Rhea Nath |

Financial planning

Mason Stevens has tapped Investment Trends’ head of growth, alongside two other hires, to bolster its distribution team.

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AUTHOR

Rhea Nath

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GSFM appoints former adviser as Qld account manager

GSFM/commonwealth-bank/munro/praemium/hires/distribution/

| By Laura Dew |

Funds management

Fund manager GSFM has appointed a key account manager for Queensland, following the appointment of a head of retail distribution last month.

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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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Adelaide advisory firm expands parental leave

adelaide/financial-advice/paid-parental-leave/

| By Jasmine Siljic |

Financial planning

South Australian financial advice and accounting business Perks has extended its paid parental leave program from 12 to 26 weeks, putting it on par with big four firms.

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adelaide

financial advice

paid parental leave

AUTHOR

Jasmine Siljic

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Research houses grapple with the rise of thematic ETFs

Thematics/ETFs/global-x/BetaShares/lonsec/

| By Rhea Nath |

Features

As thematic ETFs gain popularity among advisers, research houses have told Money Management of their unique challenge to rate these niche products and assess their long-term viability.

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Rhea Nath

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US equity allocations ‘surge’ to 11-year high

Donald-Trump/US-equities/equities/asset-allocation/Bank-of-America/

| By Laura Dew |

Funds management

Global fund managers are the most overweight to US equities since August 2013 on the back of the election of Donald Trump as US president-elect, according to Bank of America.

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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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AZ NGA makes first acquisition post-Oaktree deal

AZ-NGA/Sydney/financial-advice/M&A/

| By Jasmine Siljic |

Financial planning

Professional services group AZ NGA has made its first acquisition since announcing a $240 million strategic partnership with US manager Oaktree Capital Management in September.

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Jasmine Siljic

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Magellan shutters 2 sustainable funds

ESG/sustainable-funds/Magellan/

| By Rhea Nath |

Funds management

Magellan Financial Group has terminated three funds in its Core Series, including a sustainable fund and ESG fund, having determined they are “unlikely to achieve the necessary scale”.

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ESG

sustainable funds

Magellan

AUTHOR

Rhea Nath

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Insignia’s Hartley on unlocking Shadforth and Bridges’ potential

insignia-financial/insignia/Scott-Hartley/Shadforth/bridges/

| By Jasmine Siljic |

Financial planning

As Insignia Financial looks to bolster its two financial advice businesses, Shadforth and Bridges, CEO Scott Hartley describes to Money Management how the firm will achieve these strategic growth plans.

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Are real assets worth the illiquidity risk for portfolios?

AUTHOR

Rhea Nath

Rhea 's social profiles:

Which priorities have fallen off ASIC’s enforcement list?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Mason Stevens appoints head of strategic accounts

AUTHOR

Rhea Nath

Rhea 's social profiles:

GSFM appoints former adviser as Qld account manager

AUTHOR

Laura Dew

Laura 's social profiles:

Adelaide advisory firm expands parental leave

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Research houses grapple with the rise of thematic ETFs

AUTHOR

Rhea Nath

Rhea 's social profiles:

US equity allocations ‘surge’ to 11-year high

AUTHOR

Laura Dew

Laura 's social profiles:

AZ NGA makes first acquisition post-Oaktree deal

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Magellan shutters 2 sustainable funds

AUTHOR

Rhea Nath

Rhea 's social profiles:

Insignia’s Hartley on unlocking Shadforth and Bridges’ potential

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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