Relative Return Unplugged: Balancing economic and national security priorities
In this special episode of Relative Return Unplugged, we are sharing a discussion between Momentum Media’s Steve
AUTHOR
Scientific Beta hires investment solutions lead
Experienced quantitative researcher Warwick Schneller has taken up a new role, joining Scientific Beta as head of investment solutions, Australia and New Zealand.
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.
Advisers sitting on sidelines despite 2024 exam passes
The proportion of candidates passing the advice exam in 2024 has risen by more than a third, but a notable gap exists between those who have qualified and those who are actively practicing, according to Wealth Data.
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.
Client referrals key to optimising advice practice growth
Financial advisers who optimise client referrals to achieve organic growth will be best placed for success in 2025, according to Dimensional, and could attract attention from overseas acquirers.
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.
Completed Maple-Brown Abbott deal sees Antipodes cross $20bn
Antipodes has successfully completed the acquisition of Maple-Brown Abbott first announced in July, with the group now managing over $20 billion in AUM.
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.
AMP MyNorth sustainable portfolios see enhancements
AMP MyNorth has announced a number of enhancements to its sustainable managed portfolios amid strong adviser demand for value-aligned investment options.
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.
GQG raises $145m for first private markets fund
GQG Partners has closed fundraising on its initial private markets fund, having raised $145 million.
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.
MLC Life to merge with Resolution Life as NAB exits
MLC Life Insurance and Resolution Life Australasia are to merge, creating a combined firm with the new name of Acenda, while NAB has divested its remaining 20 per cent stake.
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Shy-Ann Arkinstall
Engaging the next generation in advice
When it comes to engaging younger clients, Fidelity has unpacked potential concerns of this generation when it comes to seeking advice as well as how they prefer to interact with their adviser.
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.
Insignia agrees to SS&C deal to transform Master Trust
Insignia Financial has entered into an initial agreement with fund administrator SS&C Technologies to transform its Master Trust business following a strategic review.
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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