FAAA kicks off 2024 with hire of marketing lead

hire/appointments/bt-financial-group/

| By Rhea Nath |

A former BT executive is set to head up the association’s marketing and communications team towards raising awareness around financial advice and the CFP designation.

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hire

appointments

bt financial group

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Cash weightings begin to fall after RBA pause

cash/fixed-income/State-Street/equities/

| By Laura Dew |

Funds management

Investors are entering 2024 with high weightings to cash but allocations are starting to fall in favour of equities as the RBA opts to hold rates.

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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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GQG enters new year with record FUM

GQG-Partners/Pacific-Current-Group/

| By Rhea Nath |

Funds management

In its latest update, the global investment boutique has reported quarterly net inflows of US$1.8 billion, driving its funds under management as at the end of 2023 to record highs.

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GQG Partners

Pacific Current Group

AUTHOR

Rhea Nath

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Morningstar’s verdict on 2 Insignia acquisition bids

insignia/insignia-financial/M&A/morningstar/

| By Laura Dew |

Financial planning

With Insignia shares up 32 per cent in the past month and the firm enacting a five-year growth plan, Morningstar believes the two recent acquisition bids from private equity firms demonstrate the company is undervalued.

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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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Magellan reports H2 FUM figures

Magellan/Andrew-Formica/David-George/

| By Laura Dew |

Funds management

Magellan has shared its average funds under management for the second half of 2023 as it reports a second month of rising assets thanks to improved institutional flows.

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Magellan

Andrew Formica

David George

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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How much did super return in 2023?

SuperRatings/Superannuation/superannuation-funds/performance/Kirby-Rappell/

| By Laura Dew |

Superannuation

SuperRatings has revealed the estimated annual performance of balanced superannuation funds for 2023, welcoming the “strong return to form” after losses in the previous year.

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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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Clime seeks to boost profitability with TIP tie-up

Clime-Investment-Management/Madison-Financial-Group/

| By Laura Dew |

Funds management

Clime Investment Management has entered into negotiations about a strategic business alliance with listed investment house Teaminvest Private Group in a move to return the firm to profitability.

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Clime Investment Management

Madison Financial Group

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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The outlook for AI investments in 2024

artificial-intelligence/technology/

| By Rhea Nath |

Funds management

With artificial intelligence garnering significant investor interest and inflows over the last year, fund managers are bracing for the many opportunities and risks stemming from these investments.

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artificial intelligence

technology

AUTHOR

Rhea Nath

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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.

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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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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.

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financial advice

funds management

quality of advice review

ASIC

super funds

mergers and acquisitions

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MARKET INSIGHTS

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FAAA kicks off 2024 with hire of marketing lead

AUTHOR

Rhea Nath

Rhea 's social profiles:

Cash weightings begin to fall after RBA pause

AUTHOR

Laura Dew

Laura 's social profiles:

GQG enters new year with record FUM

AUTHOR

Rhea Nath

Rhea 's social profiles:

Morningstar’s verdict on 2 Insignia acquisition bids

AUTHOR

Laura Dew

Laura 's social profiles:

Magellan reports H2 FUM figures

AUTHOR

Laura Dew

Laura 's social profiles:

How much did super return in 2023?

AUTHOR

Laura Dew

Laura 's social profiles:

Clime seeks to boost profitability with TIP tie-up

AUTHOR

Laura Dew

Laura 's social profiles:

The outlook for AI investments in 2024

AUTHOR

Rhea Nath

Rhea 's social profiles:

US recession and Trump presidency forecasts on investors’ minds

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Money Management’s top 10 stories of 2023

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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