What are millionaire stockholders’ top investments?

selfwealth/SMSFs/australian-equities/

| By Rhea Nath |

New data has explored the most popular holdings of over 1,000 millionaire investors on the Selfwealth platform, with almost a third being held in self-managed superannuation funds.

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selfwealth

SMSFs

australian equities

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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Over 17,000 AFCA complaints received during the pandemic

AFCA/covid-19/complaints/

| By Jasmine Siljic |

Financial planning

Since 11 March 2020, the financial services ombudsman has registered over 17,000 COVID-related complaints relating to banking, insurance and other financial services.

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AFCA

covid-19

complaints

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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Longevity in advice: The three levers of sustainable revenue growth

financial-advice/revenue/practifi/

| By Industry |

Expert Analysis

Sustainable cashflow is the apex for financial advice firms today and growth can be a bitter pill to swallow amid growing compliance and administration costs, writes Umesh Banga.

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financial advice

revenue

practifi

AUTHOR

AusSuper issues $70m refund to around 100,000 members

AustralianSuper/

| By Laura Dew |

Superannuation

Around 100,000 AustralianSuper members could receive refunds as the fund sets aside $70 million after a processing failure regarding multiple member accounts.

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AustralianSuper

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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AMP loses over 150 advisers in a year

Wealth-Data/AFSLs/insignia-financial/amp/

| By Jasmine Siljic |

Financial planning

Whilst micro-AFSLs’ numbers continue to grow, larger licensees including AMP and Insignia Financial are struggling to hold down their advisers.

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AUTHOR

Jasmine Siljic

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Morningstar wealth head to take over as ANZ MD

morningstar/wealth-management/promotion/

| By Laura Dew |

People & Products

Morningstar's managing director for Australia and New Zealand, Jamie Wickham, is to depart the business after 17 years and will be replaced by the firm’s wealth head.

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morningstar

wealth management

promotion

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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ASX ETF trading value drops 42% in April

ETFs/BetaShares/fixed-income/australian-equities/

| By Jasmine Siljic |

Funds management

The Australian ETF industry saw trading values fall to their lowest values in over two years as April’s figure was almost half its March value.

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AUTHOR

Jasmine Siljic

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ESG information to continue to overwhelm advisers

ESG/RIAA/responsible-investment/

| By Laura Dew |

Financial planning

It will be impossible to find a “sweet spot” of how much information on ESG is appropriate and advisers can expect overwhelming volumes to continue to be necessary for compliance, according to a panel.

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ESG

RIAA

responsible investment

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 power dynamics prompting sudden ESG portfolio changes

ESG/RIAA/sustainable-investing/

| By Laura Dew |

Financial planning

A change in power dynamics can mean the need to change an investment strategy’s ESG approach overnight, according to a panel of advisers.

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ESG

RIAA

sustainable investing

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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Federated Hermes appoints APAC distribution head

Federated-Hermes/APAC/appointment/

| By Laura Dew |

People & Products

Federated Hermes has appointed Jim Roland as head of distribution for Asia Pacific as the firm expands in the region.

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Federated Hermes

APAC

appointment

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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Longevity in advice: The three levers of sustainable revenue growth

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AusSuper issues $70m refund to around 100,000 members

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AMP loses over 150 advisers in a year

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Morningstar wealth head to take over as ANZ MD

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ASX ETF trading value drops 42% in April

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Jasmine Siljic

Jasmine 's social profiles:

ESG information to continue to overwhelm advisers

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The power dynamics prompting sudden ESG portfolio changes

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Federated Hermes appoints APAC distribution head

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