Advisers warming to thematic ETFs for diversification and growth

crypto/ETFs/Thematics/

Thematic ETFs are beginning to gain ground among advisers seeking to enhance portfolio diversification and tap into specific growth themes, according to leading ETF providers.

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Mason Stevens welcomes new asset allocation lead from AMP

Mason-Stevens/amp/impact-investing/asset-allocation/appointments/hires/

Mason Stevens has appointed a portfolio manager from AMP as its new head of asset allocation as David Macri departs after just over a year.

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Platinum sees initial ‘green shoots’ from turnaround

Platinum/fund-management/fund-launch/Regal-Partners-Limited/

Platinum chief executive Jeff Peters says the firm’s turnaround strategy is beginning to demonstrate its first “green shoots” amid slowing outflows and improved investment performance.

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Investments and advice systemic issues decline in 2H24

AFCA/financial-advice/complaints/

Just one of the nearly 50 systemic issues reported by AFCA to regulators in the second half of FY24 related to investments and advice, a report has uncovered.

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AMP North bolsters senior leadership team

amp/amp-north/appointments/

AMP has announced three senior appointments in its North leadership team to drive forward its strategy and transformation plans.

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E&P’s ‘dishonourable’ decision to turn back on shareholders

E&P-Financial-Group/Dixon-Advisory/delisting/

A major E&P shareholder has admonished the firm’s decision to delist the company at a time when shares are finally starting to recover from significant losses, as “only a handful” of its shareholders will have benefited.

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Long-term career development pivotal for retention beyond PY

professional-year/retention/Count-Financial/viridian/

Two licensees have shared how providing a structured career pathway that extends beyond the Professional Year is critical to ensure candidates won’t pursue other opportunities after their training.

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Sydney-based advice practices to form $1.3bn business

M&A/merger-and-acquisition/financial-advice/

Two Sydney-based financial advice firms are set to join forces to create a “stronger, more resilient” advice offering with a combined AUM of $1.3 billion.

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Praemium pivots to be leading platform in HNW advice

praemium/platforms/high-net-worth-investors/financial-advice/high-net-worth/

Praemium is pivoting the business to offer a “white gloves” service as it launches a three-year strategy to be the leading platform for high-net-worth advice.

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Spatium Capital expands global footprint with APAC partnership

fund-management/Singapore/M&A/

Boutique fund manager Spatium Capital has announced consolidation plans with Singapore-based investment group Conduit Group.

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