WT Financial reports 1H23 earnings boost

Sentry Group WT Financial Group Keith Cullen

The financial services firm has posted a 55% increase in operating profit after 'streamlining and integrating' its acquisition strategy.

AUTHOR

Charbel Kadib

Charbel is an experienced financial services journalist, previously serving as news editor of The Adviser and Mortgage Business. Prior to joining Money Management, he also covered defence and national security developments as news editor of Defence Connect, Cyber Security Connect, and Space Connect. Charbel graduated from the University of Notre Dame with a double major in politics and journalism.

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BetaShares slashes fees on Aussie equity ETF

BetaShares ETFs australian equities

| By Laura Dew |

People & Products

BetaShares has cut the management fee on its $2.6 billion Australia 200 exchange traded fund (ETF) to 0.

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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Third individual charged in relation to Courtenay House misconduct

Ponzi scheme

| By Rhea Nath |
Financial planning

David Sipina has been charged with criminal offences relating to alleged misconduct at the Courtenay House group of companies.

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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DASH expands business with eight hires

bt financial group

| By Rhea Nath |
People & Products

Advice technology solutions firm DASH has made eight new hires including former BT manager Tim Rogers as head of distribution.

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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American Century identifies demographic divides across impact investing

Funds management investment trends impact investing American Century

| By Charbel Kadib |
Funds management

A disparity in demand for impact investing across gender, age, and nationality has been identified in new research conducted by the global asset manager.

AUTHOR

Charbel Kadib

Charbel is an experienced financial services journalist, previously serving as news editor of The Adviser and Mortgage Business. Prior to joining Money Management, he also covered defence and national security developments as news editor of Defence Connect, Cyber Security Connect, and Space Connect. Charbel graduated from the University of Notre Dame with a double major in politics and journalism.

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Is a US recession on the cards after all?

Bank of America

| By Rhea Nath |
Funds management

Despite overwhelming pessimism for US markets going into 2023, the tide seems to be turning, with forecasts now mixed on a potential downturn.

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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The race to acquire long-term clients: Netwealth

netwealth

| By Jasmine Siljic |
Financial planning

Wealth managers and advisers are racing to manage the next generation of investors and additional high net worth individuals among several trends facing the industry.

AUTHOR

Jasmine Siljic

Jasmine Siljic is a cadet journalist at Money Management and Super Review. Prior to joining MM and SR, she also worked across other Momentum Media brands as an intern. Jasmine previously completed an internship at Mamamia news. She is currently studying a Bachelor of Media and Communications at Macquarie University.

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Investment launches prompts BDM bonus hikes

bonuses

| By Laura Dew |
People & Products

The increased variety of investment products coming to market has fared well for fund management distribution employees with top performers seeing bonuses of over 80% of their salary.

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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National Advice Solutions convicted for unlawful super advice

anti hawking

| By Charbel Kadib |
Financial planning

The financial services company has been hit with a $70,000 penalty for violating anti-hawking regulations.

AUTHOR

Charbel Kadib

Charbel is an experienced financial services journalist, previously serving as news editor of The Adviser and Mortgage Business. Prior to joining Money Management, he also covered defence and national security developments as news editor of Defence Connect, Cyber Security Connect, and Space Connect. Charbel graduated from the University of Notre Dame with a double major in politics and journalism.

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HUB24 profits surge despite dip in inflows

platform provider technology platform Funds management financial advisers

| By Charbel Kadib |
Funds management

The investment funds platform has reported an 87% surge in its statutory net profit despite subdued net inflows.

AUTHOR

Charbel Kadib

Charbel is an experienced financial services journalist, previously serving as news editor of The Adviser and Mortgage Business. Prior to joining Money Management, he also covered defence and national security developments as news editor of Defence Connect, Cyber Security Connect, and Space Connect. Charbel graduated from the University of Notre Dame with a double major in politics and journalism.

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WT Financial reports 1H23 earnings boost

AUTHOR

Charbel Kadib

Charbel 's social profiles:

BetaShares slashes fees on Aussie equity ETF

AUTHOR

Laura Dew

Laura 's social profiles:

Third individual charged in relation to Courtenay House misconduct

AUTHOR

Rhea Nath

Rhea 's social profiles:

DASH expands business with eight hires

AUTHOR

Rhea Nath

Rhea 's social profiles:

American Century identifies demographic divides across impact investing

AUTHOR

Charbel Kadib

Charbel 's social profiles:

Is a US recession on the cards after all?

AUTHOR

Rhea Nath

Rhea 's social profiles:

The race to acquire long-term clients: Netwealth

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Investment launches prompts BDM bonus hikes

AUTHOR

Laura Dew

Laura 's social profiles:

National Advice Solutions convicted for unlawful super advice

AUTHOR

Charbel Kadib

Charbel 's social profiles:

HUB24 profits surge despite dip in inflows

AUTHOR

Charbel Kadib

Charbel 's social profiles:

MARKET INSIGHTS

Never miss the latest news and developments in wealth management industry

Avoiding the ‘Mundane Seven’: why the Ex-20 is a sweet spot for returns

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