The downsides of the $4.9tn intergenerational wealth ‘tsunami’

female-investors/intergenerational-wealth/wealth-transfer/foresters-financial/JBWere/

| By Jasmine Siljic |

Two reports have highlighted potential problems around the $4.9 trillion intergenerational wealth “tsunami”, particularly for women who are most likely to be a beneficiary.

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female investors

intergenerational wealth

wealth transfer

foresters financial

JBWere

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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Platypus AM appoints new CEO

Platypus-Asset-Management/australian-unity/CEOs/

| By Laura Dew |

Funds management

Equity fund manager Platypus Asset Management, which is owned by Australian Unity, has appointed a new chief executive.

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Platypus Asset Management

australian unity

CEOs

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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HNW female investors defying ‘risk-averse’ stereotypes

female-advisers/female-investors/JBWere/risk-profile/risk-tolerance/

| By Jasmine Siljic |

Financial planning

While previous data often portrays female investors as more risk-averse and unconfident compared to male counterparts, JBWere research shows high-net-worth women have similar risk profiles to men.

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AUTHOR

Jasmine Siljic

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Perpetual appoints Charles River for Australian asset management business

Pendal-Group/Perpetual/

| By Laura Dew |

Funds management

Perpetual has appointed Charles River Development – part of State Street – to manage the front office operations of its Australian asset management business.

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Pendal Group

Perpetual

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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Allianz Retire+ makes wealth management appointment

allianz-retire+/distribution/wealth-management/retirement/hires/

| By Laura Dew |

People & Products

Allianz Retire+ has appointed Brendon Rodda from PIMCO as chief distribution officer for wealth management.

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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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Former economics committee chair Wilson plots political return

Superannuation/tim-wilson/politics/Josh-Frydenberg/Jane-Hume/

| By Laura Dew |

Financial planning

Former chair of the House of Representatives’ Standing Economics Committee, Tim Wilson, is planning a return to politics after losing his seat in the 2022 federal election.

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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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Reflecting on ‘whirlwind’ first year of running an advice firm

financial-advisers/advice-practice/business-growth/

| By Jasmine Siljic |

Financial planning

One year after launching their own financial advice businesses, two advisers share their reflections with Money Management including the challenge of balancing steady growth as a smaller practice.

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financial advisers

advice practice

business growth

AUTHOR

Jasmine Siljic

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Strategic review prompts multi-asset reshuffle at Perpetual

Pendal-Group/Perpetual/multi-asset-strategies/

| By Maja Garaca Djurdjevic |

Funds management

Following a review of Perpetual Group’s multi-asset capabilities, the asset manager has decided to combi

AUTHOR

Do diversified portfolios still pay off for clients?

crypto-asset/morningstar/diversified-strategies/portfolio-construction/

| By Laura Dew |
Funds management

It is becoming harder for financial advisers to build investment portfolios as Morningstar finds broad portfolio diversification has failed to add value in recent years compared to a vanilla portfolio of equities and bonds.

Read more about:

crypto-asset

morningstar

diversified strategies

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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E-mail Author

Twitter

The outsourcing piece in the advice gap equation

outsourcing/paraplanning/Virtual-Business-Partners/AZ-NGA/financial-advisers/

| By Jasmine Siljic |
Features

Australian financial advice firms are increasingly looking towards outsourcing as a tool to optimise their business, two industry professionals share, freeing advisers to focus more on client-facing duties.

Read more about:

outsourcing

paraplanning

Virtual Business Partners

AZ NGA

financial advisers

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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The downsides of the $4.9tn intergenerational wealth ‘tsunami’

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Platypus AM appoints new CEO

AUTHOR

Laura Dew

Laura 's social profiles:

HNW female investors defying ‘risk-averse’ stereotypes

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Perpetual appoints Charles River for Australian asset management business

AUTHOR

Laura Dew

Laura 's social profiles:

Allianz Retire+ makes wealth management appointment

AUTHOR

Laura Dew

Laura 's social profiles:

Former economics committee chair Wilson plots political return

AUTHOR

Laura Dew

Laura 's social profiles:

Reflecting on ‘whirlwind’ first year of running an advice firm

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Strategic review prompts multi-asset reshuffle at Perpetual

AUTHOR

Do diversified portfolios still pay off for clients?

AUTHOR

Laura Dew

Laura 's social profiles:

The outsourcing piece in the advice gap equation

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Never miss the latest news and developments in wealth management industry

The First 90 Days as a Sole Trader: Setting Up For Long-Term Success

Smart finance is the key to winning in the property investment surge

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