Fidelity creates new leadership role in Australian team

fidelity/fund-management/appointments/

| By Jasmine Siljic |

Fidelity International has looked internally to appoint a head of strategic sales and solutions for its Australian division, which is a newly created role for the business.

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fidelity

fund management

appointments

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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Lonsec positions managed accounts for political storm

Lonsec-Research/lonsec/geopolitics/managed-accounts/market-volatility/

| By Jasmine Siljic |

Funds management

Lonsec’s deputy CIO Deanne Baker has highlighted what investment tools the firm is harnessing to mitigate the impact of geopolitical risks in its managed account offerings.

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Jasmine Siljic

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Barings launches 2 private credit funds

private-markets/private-credit/fund-launch/

| By Laura Dew |

Funds management

Global investment manager Barings has launched two private credit funds for Australian investors as advisers indicate an expectation of increasing allocations to private markets.

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private markets

private credit

fund launch

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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E&P Financial Group shareholders vote on de-listing

e&p/E&P-Financial-Group/Dixon-Advisory/

| By Jasmine Siljic |

Financial planning

Following an extraordinary general meeting today, Dixon Advisory parent company E&P Financial Group’s shareholders have voted on its proposed delisting from the ASX.

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e&p

E&P Financial Group

Dixon Advisory

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Jasmine Siljic

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Rhombus Advisory nears 500 advisers

Wealth-Data/adviser-numbers/insignia-financial/darren-whereat/

| By Jasmine Siljic |

Financial planning

While overall financial adviser numbers have dipped below 15,500 this week, Rhombus Advisory is experiencing growth and approaching 500 advisers in its ranks.

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Jasmine Siljic

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Xplan retains omnipresent position in software market

netwealth/XPLAN/iress/financial-planning-software/

| By Jasmine Siljic |

Financial planning

Iress’ Xplan continues to dominate the financial planning software market with a multitude of uses, according to Netwealth research, despite newer players battling for a piece of the pie.

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netwealth

XPLAN

iress

financial planning software

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Jasmine Siljic

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Regulation delaying speed of super fund advice: Boal

Stephen-Jones/Deloitte/andrew-boal/financial-advice/

| By Laura Dew |

Financial planning

Deloitte’s Andrew Boal believes digital advice delivered by superannuation funds is years away yet from being able to solve the financial advice gap.

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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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Australian private markets manager detracts from Pacific Current FUM

Pacific-Current-Group/private-markets/funds-under-management/GQG-Partners/

| By Laura Dew |

Funds management

Outflows from an Australian private markets fund manager have caused FUM at Pacific Current to decline by $1 billion in the last quarter.

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Pacific Current Group

private markets

funds under management

GQG Partners

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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Former RIAA CEO joins ethical fund manager

RIAA/simon-o'connor/ethical-investing/

| By Laura Dew |

Funds management

Former RIAA chief executive Simon O’Connor has joined the ethical advisory panel at U Ethical Investors.

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RIAA

simon o'connor

ethical investing

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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Why do some advisers see more referrals than others?

Astute-Wheel/client-engagement/financial-advisers/

| By Industry |

Expert Analysis

Referral arrangements with other professional advisers, known as Centres of Influence, can help financial advisers to build client relationships, engagement and trust over time.

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Astute Wheel

client engagement

financial advisers