Appeal of 4-day week ‘undeniable’ across generations

work-life-balance/Robert-Half/recruitment/financial-advice/

| By Jasmine Siljic |

With financial advice firms exploring 4-day work weeks, 65 per cent of employees say they would be happy to work extended hours over four days with the finding transcending all generations.

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work life balance

Robert Half

recruitment

financial 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.

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Tighter anti-hawking laws urged against ‘dodgy advisers’

Superannuation/switching/financial-advice/ASIC/government/

| By Jasmine Siljic |

Financial planning

Tighter legislation is being urged around anti-hawking laws to prevent ‘dodgy advisers’ from scamming consumers to switch superannuation funds.

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AUTHOR

Jasmine Siljic

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1 year on since QAR: What’s changed?

quality-of-advice-review/Stephen-Jones/senate/Michelle-Levy/Senate-Economics-Legislation-Committee/

| By Jasmine Siljic |

Financial planning

As the FAAA and FSC prepare to appear before the Senate economics committee today to discuss the QAR, the date coincides with one year since the government published its first formal response.

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quality of advice review

Stephen Jones

senate

Michelle Levy

Senate Economics Legislation Committee

AUTHOR

Jasmine Siljic

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Is it time to reverse the 60/40 allocation?

bonds/fixed-income/PIMCO/asset-allocation/portfolio-construction/

| By Laura Dew |

Funds management

The secular backdrop for the next five years invites advisers to reverse the typical 60/40 per cent equity and bond asset allocations in portfolios, according to PIMCO fixed income experts.

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portfolio construction

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.

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Organic v inorganic: What’s the best route for client growth?

EY/financial-advisers/wealth-management/client-engagement/

| By Jasmine Siljic |

Financial planning

As clients exhibit their willingness to “test the waters” with their wealth providers, an EY leader underscores why client retention is vital for financial advice firms to grow before considering M&A deals.

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financial advisers

wealth management

client engagement

AUTHOR

Jasmine Siljic

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Prime Financial announces plans for 2 acquisitions

prime-financial-group/Prime-Financial/mergers-and-acquisitions/M&A/

| By Jasmine Siljic |

Financial planning

Prime Financial is driving forward its inorganic growth strategy as it looks to acquire a remuneration administration business and is in talks with a Melbourne-based wealth management firm.

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prime financial group

Prime Financial

mergers and acquisitions

M&A

AUTHOR

Jasmine Siljic

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HUB24 appoints former MLC exec to board

HUB24/platforms/Andrew-Alcock/boards/

| By Laura Dew |

Financial planning

Platform HUB24 has appointed a former MLC and NAB senior executive to its board as a non-executive director.

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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.

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Platinum regroups after heavy FUM losses

Platinum/Platinum-Asset-Management/outflows/FUM/

| By Laura Dew |

Funds management

Platinum Asset Management has seen redemptions plateau in May following heavy outflows in the past two m

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Platinum

Platinum Asset Management

outflows

FUM

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.

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Twitter

Advisers capitalise on private markets appetite

private-markets/private-capital/financial-advice/asset-allocation/financial-literacy/

| By Jasmine Siljic |
Financial planning

The investment appetite for private markets climbs higher as 70 per cent of advisers say they plan to raise clients’ allocations to the asset class and adviser education strengthens.

Read more about:

private markets

private capital

financial advice

asset allocation

financial literacy

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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EOFY tips for ETF investors

ETFs/end-of-financial-year/EOFY/tax/

| By Laura Dew |
Funds management

With the end of financial year fast approaching, there can be tax benefits for clients holding ETFs over other types of investment.

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ETFs

end of financial year

EOFY

tax

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.

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Twitter

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Appeal of 4-day week ‘undeniable’ across generations

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Tighter anti-hawking laws urged against ‘dodgy advisers’

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

1 year on since QAR: What’s changed?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Is it time to reverse the 60/40 allocation?

AUTHOR

Laura Dew

Laura 's social profiles:

Organic v inorganic: What’s the best route for client growth?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Prime Financial announces plans for 2 acquisitions

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

HUB24 appoints former MLC exec to board

AUTHOR

Laura Dew

Laura 's social profiles:

Platinum regroups after heavy FUM losses

AUTHOR

Laura Dew

Laura 's social profiles:

Advisers capitalise on private markets appetite

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

EOFY tips for ETF investors

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Laura Dew

Laura 's social profiles:

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