Former Platinum co-founder James Simpson will take up a non-executive role at Income Asset Management as two directors retire.
Welcome to the latest edition of the Money Management Portfolio Construction Guide, where we explore and demystify five essential asset classes for financial advisers.
In this edition, we take a deep dive into the five key asset classes that continue to shape portfolio strategy in the 2025–26 financial year. With each chapter, you’ll gain direct insights from leading managers on current market trends, opportunities, and how each asset class can support more resilient and diversified client portfolios.
Specifically, this e-book will cover:
On behalf of Money Management and our partners, we hope you enjoy reading this guide.
As the industry navigates the fallout from recent product failures, two major AFSLs have detailed their APL selection process and relationship with research houses, warning a selection error could “destroy” a licensee.
The impending retirement of financial advisers in their 50s could see the profession face significant succession challenges over the coming decade and younger advisers may not be the answer.
With a third of AFSLs being solo advisers, how can they navigate key person risk and ensure they are still attractive propositions for buyers when it comes to their succession planning?
Magellan fund manager Nikki Thomas is to depart next month as the firm reviews its range of global equity funds and transitions her High Conviction fund.
The RBA assistant governor (business services) is set to speak at the Women in Finance Summit 2025, taking place this November.
Having predicted three ETF trends for Australia at the start of this year, State Street has shared how these are tracking and whether Australia will successfully reach US$30 billion ETF inflows for 2025.
While adviser numbers continue to slowly creep back up, the latest Wealth Data analysis reveals they would actually be in the green for the calendar year if it weren’t for so many losses in the limited advice space.
Iress has appointed a chief AI officer to spearhead the fintech’s strategic focus on AI, with chief executive Marcus Price describing how the technology opens the doors to a “new frontier for wealth advice”.
