Relative Return: Investing in a secure retirement
In this episode of Relative Return, host Phil Tarrant is joined by Amanda Gardner, National Strategy Manager at Challenger, to examine the latest retirement income innovations.
T. Rowe Price moves underweight on Australian equities and bonds
T. Rowe Price has moved underweight on both Australian equities and bonds after more than a year of neutral positioning as it is concerned about short-term earnings.
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.
Superannuation reverses losses with strong 2023 returns
Super funds have delivered a strong 2023 calendar year result, bolstered by strong international share markets, successfully reversing losses of 4.6 per cent in the previous year.
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.
Three Aussie firms among first signatories of global disclosure regime
Three investment managers are among the first 12 Australian organisations to state they intend to start making disclosures aligned with the global Taskforce on Nature-related Financial Disclosure.
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.
Government seeks to implement mandatory AI guardrails
With several financial services firms looking to implement AI into their business, the federal government is examining introducing mandatory guardrails to ensure it can be a global leader in responsible AI.
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.
Thousands of advisers risking career without new ASIC registration
Almost 6,000 financial advisers have just two weeks to register with ASIC if they wish to continue to provide advice with the FAAA warning “a lot is at stake” if they remain unregistered.
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.
Five ways the advice exam could change in the future
Money Management collates the recommendations of major associations and how they would like the financial advice exam to change in the future following consultation.
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.
Fund managers most bullish on rates in 23 years
Global fund managers are starting the year with an optimistic mindset and “have never been as bullish” on the prospect for short-term interest rates, according to Bank of America.
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.
Licensee switching prompts outflows at Praemium
Licensee switching by advisers has led Praemium to report $334 million in net outflows in the December quarter on its ultra-high net worth platform Powerwrap with the rate expected to continue for the next nine months.
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.
Adviser numbers start 2024 with double-digit gains
Adviser numbers are off to a good start for 2024 with double-digit gains for the first two weeks of the year, according to Wealth Data.
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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