Powered by MOMENTUM MEDIA
moneymanagement logo
 

Two’s company: Finding your 2IC when scaling up

financial-advisers/Pitcher-Partners/succession-plans/practice-management/

Having a trusted second-in-command to handle daily operations is critical for financial advice leaders who are seeking greater work/life balance, according to an advisory firm.

Read more about:

AUTHOR

Schroders’ Dear takes up senior portfolio manager role

Schroders/fixed-income/funds-management/portfolio-manager/

Former Schroders head of fixed income, Stuart Dear, has taken up a new role at Peak Investment Partners after leaving the asset manager after almost 12 years.

Read more about:

AUTHOR

Australian Ethical sees 24% quarterly FUM rise

Australian-Ethical/funds-under-management/Altius-asset-Management/

Australian Ethical’s acquisition of Altius Asset Management has helped its funds under management grow to nearly $13 billion over the September quarter.

Read more about:

AUTHOR

RIAA names 11 new responsible investment leaders

RIAA/sustainable-investing/responsible-investment/Zenith-Investment-partners/

Magellan and Hyperion are among 11 new entrants in RIAA’s list of responsible investment leaders for 2024, which recognises asset managers leading the ESG space.

Read more about:

AUTHOR

International equity ETFs lure Aussies away from domestic bias

BetaShares/VanEck/ETFs/international-equities/Aussie-equities/

Three in four Australian investors are looking to invest in international equity ETFs in the next 12 months, VanEck reports, as Betashares launches its latest product focused on the Nasdaq 100.

Read more about:

AUTHOR

Which licensees saw greatest adviser gains in Q3?

Wealth-Data/adviser-numbers/licensees/

Wealth Data has revealed the top five licensees for financial adviser growth over the September quarter, with more than 150 advisers joining in Q3 overall.

Read more about:

AUTHOR

Genium appoints investment solutions head

Mason-Stevens/macquarie/research-houses/

Research house Genium Investment Partners has appointed a head of investment solutions from Mason Stevens.

Read more about:

AUTHOR

ASIC appoints 2 to senior leadership team

ASIC/appointments/Joe-Longo/

ASIC has made two appointments to its senior executive leadership team covering regulation and enforcement following an international search.

Read more about:

AUTHOR

How women can build a personal ‘advisory board’

women-in-finance/women-in-financial-services/gender-diversity/gender-equality/

Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according to an FBAA executive.

Read more about:

AUTHOR

Relative Return Unplugged: Why are defence ETFs taking off?

Podcast/Relative-Return/

We explore the current state of global military power structures and how a range of factors are influencing defe

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 5 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 5 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 6 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 4 days ago