GQG enjoys 10th consecutive FUM rise

GQG-Partners/gqg/Funds-management/

| By Jessica Penny |

Funds management

GQG’s funds under management has continued to climb after surpassing US$150 billion earlier this year.

AUTHOR

Jessica Penny

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Platinum suffers further outflows in August

Platinum/Platinum-Asset-Management/Funds-management/

| By Staff reporter |

Funds management

Platinum Asset Management’s funds under management was $12.23 billion at the end of August, down from $13.03 billion in July.

AUTHOR

Financial adviser numbers bear double-digit drop

Wealth-Data/Colin-Williams/adviser-exam/new-entrants/

| By Jasmine Siljic |

Financial planning

The advice profession lost 15 advisers over the past week, according to Wealth Data, partly due to a lower number of new entrants and advisers transitioning between licensees.

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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ASIC’s action against advice misconduct in 1H24

ASIC/financial-advice/misconduct/enforcement/

| By Keith Ford |

Financial planning

The regulator says it secured $32.2 million in civil penalties and nine criminal convictions in the six months to 30 June.

AUTHOR

Keith Ford

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What has unfolded since the experience pathway’s passage?

experience-pathway/Parliament/ASIC/financial-advisers/

| By Jasmine Siljic |

Financial planning

Money Management examines how the experienced provider pathway has impacted the advice industry, one year since it was passed on 6 September 2023.

AUTHOR

Jasmine Siljic

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Former Keystone director sees company assets frozen

ASIC/federal-court/managed-investment-scheme/

| By Laura Dew |

Financial planning

A judge has frozen the assets of former Keystone director Paul Chiodo’s company and ruled in ASIC’s favour that administrators can be appointed to wind up the firm.

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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HeirWealth welcomes former Count executive

Platforms-&-wraps/Count-Financial/appointments/

| By Jasmine Siljic |

Financial planning

The emerging wealth technology platform has appointed Michael Csavas, former acting Count CEO, to drive growth and target financial advisers and accountants.

AUTHOR

Jasmine Siljic

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Webcast

Unlock the secrets to an 'epic' retirement for your clients!

Are your clients ready to redefine retirement? Join us for an exclusive, FREE webinar hosted by Money Management in association with Allianz Retire+, where we delve into Australia’s evolving retirement landscape.

Why attend?

Australians are transforming retirement into a vibrant, dynamic chapter filled with new opportunities and challenges. Allianz Retire+ has embarked on a groundbreaking study, “How do we make retirements more epic?” – in collaboration with best-selling author and retirement educator Bec Wilson. This research uncovers how Australians are reimagining their post-work lives and its implications for retirement planning.

Meet your expert speakers:

Bec Wilson, author of “How to have an epic retirement”

Justine Marquet, Head of Technical Services, Allianz Retire+

Together, they will present invaluable insights from the study and discuss innovative strategies to help your clients achieve a more fulfilling retirement.

Key takeaways:

Evolving attitudes: Discover how retirees are integrating work, family, and travel into their lives.
Financial preparedness: Address the growing concerns of outliving retirement savings.
Practical advice: Gain actionable tips to help retirees plan with confidence.
Innovative Solutions: Learn about “new era” lifetime income products designed for modern retirees.

Why you can’t miss this:

This webinar is your opportunity to stay ahead of the curve and equip yourself with the knowledge to better serve your clients. Empower them to navigate the complexities of retirement with confidence and transform it into an “epic” journey.

Register now to secure your spot!

Schedule

Thursday, 17 October 2024

11:00am AEDT

Speakers

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Webcast

Unlock the secrets to an 'epic' retirement for your clients!

Description

Why attend?

Meet your expert speakers:

Bec Wilson, author of “How to have an epic retirement”

Justine Marquet, Head of Technical Services, Allianz Retire+

Together, they will present invaluable insights from the study and discuss innovative strategies to help your clients achieve a more fulfilling retirement.

Key takeaways:

Evolving attitudes: Discover how retirees are integrating work, family, and travel into their lives.
Financial preparedness: Address the growing concerns of outliving retirement savings.
Practical advice: Gain actionable tips to help retirees plan with confidence.
Innovative Solutions: Learn about “new era” lifetime income products designed for modern retirees.

Why you can’t miss this:

Register now to secure your spot!

Speakers

Partnered by

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How did Aussie fund managers fare in FY24?

Funds-management/Pinnacle/Magellan/Platinum/Perpetual/Pengana/

| By Laura Dew |

Funds management

Money Management rounds up the financial results for Australia’s listed fund managers.

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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Nikko AM unveils new brand name

Nikko/Nikko-Asset-Management/Yarra-capital-management/

| By Laura Dew |

Funds management

APAC fund manager Nikko Asset Management has announced its plan to rebrand from September 2025 to a new name that reflects its global growth strategy.

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.

View articles by Laura