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WAM Leaders to acquire QVE creating $2bn entity

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WAM Leaders, a listed investment company run by Wilson Asset Management, has entered into a scheme implementation agreement to merge with QV Equities with an enhanced offer.

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Why diversified managed funds deserve a place in client portfolios

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The number of advisers using managed accounts has exploded in recent years, often at the expense of dive

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Maximising client outcomes with multi-asset portfolios

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Diversified managed funds could make an ideal addition to a managed account, as the broad toolset availa

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Managed accounts approach $200bn with strong H2 gains

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Managed accounts grew by $33 billion in the second half of 2023, double the volume that they grew in the previous six months, according to IMAP.

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The ‘mind-blowing’ client pipeline in country advice firms

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Rather than looking at high-net-worth CBD advice firms, one Queensland practice is looking to expand nationally via acquiring regional firms with strong client pipelines.

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Philip Lowe makes first post-RBA move

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Former RBA governor Philip Lowe has made his first board move since departing the central bank last year.

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How to attract more female clients to advice

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A female adviser has shared how financial advice firms can be more appealing to female clients who may feel intimidated by a male-dominated industry.

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Regulatory grid seeks to reduce firms’ compliance burden

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A new Treasury financial services regulatory initiatives grid will work with ASIC to reduce compliance burdens for financial services firms, particularly those which are small or medium-sized businesses.

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Meet the Manager: Sarah Shaw of 4D Infrastructure

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In the latest Meet the Manager profile, Money Management speaks with 4D Infrastructure CEO, CIO and portfolio manager Sarah Shaw.

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