Powered by MOMENTUM MEDIA
moneymanagement logo
 

Investors rethink 60/40 portfolios as alternatives gain prominence

blackrock/wealth-management/Alternatives/

Michael McCorry, chief investment officer at BlackRock Australia, has detailed how investors are reconsidering their 60/40 portfolios as macro uncertainty highlight the benefits of liquid alternatives.

Read more about:

AUTHOR

What were advised investors buying in H1 25?

AUSIEX/financial-advice/ETFs/australian-equities/

More than half of the top 20 most popular shares bought by advised investors during the first half of 2025 were ETFs, according to AUSIEX data.

Read more about:

AUTHOR

Netwealth FUA ends FY25 at $112.8bn

netwealth/platform/funds-under-administration/financial-advice/managed-accounts/

High transition rates from financial advisers have helped Netwealth’s funds under administration rise by $3.7 billion in the fourth quarter of FY25.

Read more about:

AUTHOR

Platinum/L1 merger to ‘inject new life’ to asset manager

Platinum-Asset-Management/L1-Capital/M&A/morningstar/

| By Miranda Brownlee |

The merger with L1 Capital will “inject new life” into Platinum, Morningstar believes, but is unlikely to boost Platinum’s declining funds under management.

AUTHOR

Bell Potter deal to bring in $6bn for Praemium

praemium/high-net-worth-investors/platforms/

Having reset its market focus to high-net-worth advisers, Praemium’s administration solution has been selected by Bell Potter in a deal that increases the platform's funds under administration by $6 billion.

Read more about:

AUTHOR

Relative Return Insider: Does the RBA’s unexpected hold signal a new direction?

Podcast/Relative-Return/

In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford take a look at th

AUTHOR

ASIC bans 2 advisers over inappropriate advice

ASIC/banning/switching/inappropriate-advice/

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests.

Read more about:

AUTHOR

AMP seeks to be market leader in digital advice

amp/digital-advice/amp-super/

AMP has unveiled enhancements to its digital advice platform, now offering personalised investment and contribution advice as it seeks to take a “market leading position” in the space.

Read more about:

AUTHOR

Intermediaries help ETF flows spike 97% in H1

Global-X-ETFs/ETFs/active-ETFs/

At least two-thirds of ETF flows are understood to be driven by intermediaries, according to Global X, as net flows into Australian ETFs spike 97 per cent in the first half of 2025.

Read more about:

AUTHOR

Former Platinum specialist joins Atrium in adviser-focused role

Platinum/Atrium/Fitzpatricks-Group/

A former Platinum investment specialist has joined Atrium, the multi-asset investment management arm of Fitzpatricks Financial Group.

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

6 days 9 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 2 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 3 days ago