Private client advice business Altus Financial has enacted its second merger in two months, merging with a Sydney-based practice to create a combined $3.5 billion firm.
Three types of asset managers are well positioned for 2025, according to McKinsey, while another three are likely to face headwinds in the coming period as the needs of wealth clients evolve to demand more alternatives.
The number of asset owners who fear ESG investment will affect their investment returns is on the rise, cited by more than half of respondents, according to Morningstar.
Financial advice practices need to combine both their professional skills and credibility with digital access if they wish to compete with finfluencers for younger clients.
Following the partnership between Lexington Partners and Franklin Templeton Australia formed in May, the firms’ co-managed evergreen private equity secondaries strategy has surpassed $1.8 billion in AUM.
Webcast
In a time of shifting investment markets, join Money Management for a high-impact FREE webinar focused on fixed income opportunities and how they can be implemented in client portfolios.
Featuring speakers from AUSIEX, Income Asset Management (IAM) and Capital Group, this insightful webinar will discuss the future of fixed income, themes driving bond markets, and strategies advisers need in order to navigate this and protect their clients.
It will also inform listeners how advisers can introduce clients to the new “playbook”, which is seeing portfolios rotated from an allocation of 60 per cent equities / 40 per cent bonds to one where bonds now have the greater weighting.
Key adviser takeaways:
Topical for this year, it will also cover the controversial superannuation tax set to hit high-net-worth investors with over $3 million in their super balances. Does this make bonds a better play than equities?
With client demand for certainty and stable returns on the rise, Money Management is sure this webinar will provide listeners with actionable insights when it comes to global credit markets and help advisers ensure they are providing clients with the best asset allocation options.
Schedule
Register for free
Already registered?
Haven't registered yet?
Webcast
In a time of shifting investment markets, join Money Management for a high-impact FREE webinar focused on fixed income opportunities and how they can be implemented in client portfolios.
Featuring speakers from AUSIEX, Income Asset Management (IAM) and Capital Group, this insightful webinar will discuss the future of fixed income, themes driving bond markets, and strategies advisers need in order to navigate this and protect their clients.
It will also inform listeners how advisers can introduce clients to the new “playbook”, which is seeing portfolios rotated from an allocation of 60 per cent equities / 40 per cent bonds to one where bonds now have the greater weighting.
Key adviser takeaways:
Topical for this year, it will also cover the controversial superannuation tax set to hit high-net-worth investors with over $3 million in their super balances. Does this make bonds a better play than equities?
With client demand for certainty and stable returns on the rise, Money Management is sure this webinar will provide listeners with actionable insights when it comes to global credit markets and help advisers ensure they are providing clients with the best asset allocation options.
At the allotted time to begin viewing the webcast, please press play on the video above.
This video player has been tested and configured to run on all major browsers and devices, however if you are experiencing issues first make sure you don’t have an ad blocker running (either at browser level or server level). If the video module is still not loading, try switching to Google Chrome or another browser.
If you are experiencing issues with audio, there are a few things to check:
If you are experiencing any issues or have any questions about this webcast, please contact Robyn at [email protected] or alternatively call 02 9922 3300.
Managed accounts saw net inflows of $16.7 billion in the six months to 30 June, as IMAP chair Toby Potter describes the offering as having reached their “maturity phase”.
Coastal Advice Group has completed the acquisition of three advice businesses across Australia, as it sets its sights on major national expansion over the next financial year.
Insignia Financial has enacted a remuneration review after finding its pay was lower than market peers, upping the maximum short-term bonus available for CEO Scott Hartley as he completes the firm’s acquisition by CC Capital.
Colonial First State has exceeded $20 billion invested in its CFS managed accounts, announcing multiple expansions to its platform offering.
