Using fixed income to stay 'ahead of the curve'
In our new ‘Ahead of the Curve’ series, in partnership with fund manager MFS Investment Management, Money Management will explore all things fixed income.
Global X ETFs Australia appoints new CEO
Global X ETFs Australia has appointed a new chief executive to replace Evan Metcalf, who will depart the ETF provider next month.
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.
Court details mental turmoil of AMP BOLR objectors
A former AMP adviser told the Federal Court how they are scared to turn off their phone after a fellow adviser attempted suicide as Justice McElwaine said the 92 objections “weighed heavily” on his mind.
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.
New entrant targets M&A in advisory and fund management markets
The acquisition of Informed Investor from Sequoia by Powerhouse Ventures is the first step in the firm’s new strategic process to enter into the financial advisory and fund management space.
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.
Providence Wealth looks internally for CIO
Providence Wealth Advisory Group has appointed a new chief investment officer, a dedicated position after the role was previously held by its CEO.
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.
The business cost of losing a staff member
While hiring new staff in a financial advice practice inevitably incurs expenses, Striver’s Alisdair Barr says the greater business cost can come from losing the skills of a valuable team member.
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.
Challenger director departs after Apollo reduction
Challenger director Matthew Michelini has stepped down from the board with immediate effect in light of Apollo reducing its stake in the business.
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.
Sequoia to divest Informed Investor
Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary which it acquired in April 2022.
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 advice channels reporting largest YTD gains and losses
Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice.
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.
How much time do managed accounts save advisers?
Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved.
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.
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