Sequoia suffers ‘rare’ weekly adviser loss
Sequoia has seen a net loss of seven advisers this week, with Wealth Data founder Colin Williams describing it as a “rare” occurrence given the group’s strong growth in 2023.
Sequoia has seen a net loss of seven advisers this week, with Wealth Data founder Colin Williams describing it as a “rare” occurrence given the group’s strong growth in 2023.
In this episode, Maja Garaca Djurdjevic speaks with Sarah Shaw, chief executive and chief investment officer at 4D Infrastructure, about how she set up her own asset management business and how the sector can work to attract more women.
The boutique asset manager saw US$3 billion in net inflows in February, almost double the volume seen in the preceding month as FUM rose to $137.5 billion.
ASIC is seeking to hear the views of users in order to improve the design of its digital services and will be conducting interviews this month.
As the world celebrates International Women’s Day today, Money Management is proud to host the first-ever Women in Finance Network Lunch later this month.
The Albanese government has confirmed superannuation will be paid on the Commonwealth paid parental leave scheme from next year, addressing a longstanding “gender blind spot” in the retirement system.
Two fund managers have shared how they look to exploit psychological biases in their portfolio construction and the behavioural traits at work when investors flood into stocks such as Nvidia.
The Financial Services and Credit Panel has made its latest decision on a case regarding Statements of Advice and rolling over superannuation funds.
InvestSMART is positioning its business to be a leading digital wealth and advice platform in Australia as it launches its own white label online investing platform.
In the latest Meet the Manager profile, Money Management speaks with Merlon Capital portfolio manager and principal Andrew Fraser about setting up a fund manager in the wake of the GFC, portfolio construction and ESG.