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US recession and Trump presidency forecasts on investors’ minds

US-economy/Global-X-ETFs/American-Century/recession/Donald-Trump/

| By Jasmine Siljic |
Funds management

According to two investment professionals, investors are bracing for a US recession in 2024’s first quarter, alongside a potential Trump presidency by November, as likely outcomes in the coming year.

AUTHOR

Money Management’s top 10 stories of 2023

financial-advice/funds-management/quality-of-advice-review/ASIC/super-funds/mergers-and-acquisitions/

| By Jasmine Siljic |
People & Products

As the year comes to a close, Money Management has collated the top 10 most read stories of 2023 – from super fund performance to financial advice reforms.

AUTHOR

RBA activity prompts T. Rowe Price to take Aussie bond overweight

T-Rowe-Price/bonds/

| By Laura Dew |
Funds management

T. Rowe Price is beginning 2024 with an overweight to Australian bonds as it believes the Reserve Bank is lagging other markets when it comes to easing monetary policy.

AUTHOR

Micro-AFSL trend to continue in 2024: Wealth Data

Wealth-Data/self-licensed/licensees/

| By Jasmine Siljic |
Financial planning

The financial advice profession can expect to see more advisers forming their own practice instead of sticking with major licensees in 2024, leading to greater industry competition, says Wealth Data’s Colin Williams.

AUTHOR

Which firm took the crown for adviser growth in 2023?

Wealth-Data/amp/insignia-financial/insignia/Sequoia/adviser-numbers/

| By Jasmine Siljic |
Financial planning

Wealth Data has revealed the top 10 financial advice licensees for adviser growth and losses in the last year, even as the industry rounds out at 15,667 advisers for 2023.

AUTHOR

Strong ASX performance prompts flight to Aussie ETFs

selfwealth/exchange-traded-funds/ETFs/

| By Laura Dew |
Funds management

Five Australian equity ETFs are among the most traded by investors during November as the ETF landscape reaches $170 billion.

AUTHOR

Regal Partners completes PM Capital acquisition

Regal-Partners-Limited/PM-Capital/mergers-and-acquisitions/

| By Jasmine Siljic |
Funds management

The alternatives investment manager has reached completion in its acquisition of PM Capital announced last month, bringing Regal Partners’ combined FUM to $10.8 billion.

AUTHOR

Has the UK been successful with digital advice?

iress/digital-advice/United-Kingdom/

| By Laura Dew |
Features

A decade on from the UK’s Retail Distribution Review, the country still faces a shortage of financial advisers and digital advice has not necessarily provided the solution, according to Iress’ managing director for wealth.

AUTHOR

Stage set for ‘unloved’ markets in 2024

vanguard/Schroders/Templeton/BetaShares/emerging-markets/

| By Rhea Nath |
Funds management

According to these fund managers, emerging markets and global markets ex-US, which have delivered historically underwhelming returns, could offer the next pockets of opportunities in the year ahead.

AUTHOR

Former director of QLD advice firm receives seven year ban

ASIC/financial-adviser/

| By Rhea Nath |
Financial planning

The corporate regulator has banned the former sole director and chief financial officer of Brisbane-based Acquire Strategic Advisers over misleading and deceptive conduct.

AUTHOR

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