Relative Return Unplugged: The global ripples of a Trump sweep
In this episode, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Steve Kuper to dive dee
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Co-regulation in sight by 2030 says FAAA
The FAAA is hopeful that it can achieve co-regulation by 2030, acting as a stepping stone towards its ultimate goal of a fully self-regulated financial advice profession within a decade, says chair David Sharpe.
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.
Platform v adviser: Who decides on product selection?
With multiple funds seeing assets frozen, three platforms have shared with Money Management how they guard against holding a troubled product and how much responsibility sits with the adviser.
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.
The symbiotic relationship between advisers and accountants
A team of specialists can provide a better experience for clients, according to Findex, with advisers and accountants urged to have a close relationship.
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.
AllianceBernstein sees departure of Australian MD
AllianceBernstein’s managing director Brad Karp has stepped down after more than two decades in the role.
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.
Magellan FUM flat as firm launches 2 funds
Funds under management at Magellan Financial Group were unchanged in October as the firm launched its first two funds with Vinva Investment Management.
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.
Winners unveiled for Australian AI Awards 2024
Momentum Media has announced 26 winners across 10 individual and 15 group categories for its brand-new Australian AI Awards.
Aussie mortgages grow appealing with supportive conditions
Reflecting Australia’s love of property, Perpetual’s head of fixed income Vivek Prabhu believes Australian residential mortgage-backed securities are emerging as a high-quality asset to include in client portfolios.
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.
Bond ETFs touted as ‘efficient gateway’ to resilient portfolios
Janus Henderson has detailed how advisers can utilise these fixed income offerings to help clients achieve financial stability.
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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