Zenith bullish on return expectations

bonds/australian-equities/Zenith/

| By Charbel Kadib |

Investment return expectations across asset classes are “far better” than they’ve been for years, according to the investment research and portfolio solutions provider.

AUTHOR

Charbel Kadib

Charbel is an experienced financial services journalist, previously serving as news editor of The Adviser and Mortgage Business. Prior to joining Money Management, he also covered defence and national security developments as news editor of Defence Connect, Cyber Security Connect, and Space Connect. Charbel graduated from the University of Notre Dame with a double major in politics and journalism.

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Inflation, GDP dip below market expectations

inflation/Consumer-Price-Index/GDP/economic-growth/interest-rates/

| By Charbel Kadib |

Funds management

The latest monthly inflation and GDP figures have surprised markets with weaker than expected growth.

AUTHOR

Charbel Kadib

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Are advice firms overlooking incentive schemes?

Australian-earnings/advice-firm/financial-advice/Financial-planning/

| By Jasmine Siljic |

Financial planning

A Business Health survey has looked into benefits packages currently offered by firms, including incentive and bonus schemes and average adviser earnings.

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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Highly educated workers driving trend into later retirement: KPMG

retirement/KPMG/labour-market/employment/

| By Rhea Nath |

Financial planning

Australia’s educated workers have benefitted from a tight labour market and improved job flexibility in

Read more about:

retirement

KPMG

labour market

employment

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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The three themes shaping modern advisory firms in 2023

financial-advice/AFSL/advisory-firms/bell-direct/

| By Rhea Nath |
Financial planning

New research by Desktop Broker has explored the key themes that would influence modern financial advisory firms and determine their growth trajectory in the years ahead.

Read more about:

financial advice

AFSL

advisory firms

bell direct

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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Australian dividends hit record high in 2022

dividends/banking/mining/investment-trends/

| By Rhea Nath |
Funds management

Investors in Australia witnessed record dividend payouts in the past year, largely from the mining and banking sector, according to the Janus Henderson Global Dividend Index.

Read more about:

dividends

banking

mining

investment trends

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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Labor’s super tax reform ‘moves the goalposts’ again

taxation/Superannuation/super-cap/

| By Rhea Nath |
Policy & Regulation

The Albanese government has moved to raise the concessional tax rate for superannuation balances exceedi

Read more about:

taxation

Superannuation

super cap

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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Wealth perceptions evolving beyond ‘great Australian dream’: AMP

amp/Financial-planning/wealth-management/

| By Staff |
Financial planning

Homeownership is no longer the predominant metric of wealth in Australia, according to new research from financial services giant AMP.

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amp

Financial planning

wealth management

AUTHOR

‘Hard work starts now’: FPA/AFA merger to move forward

merger/FPA/AFA/Financial-planning/

| By Rhea Nath |
Financial planning

With over 95% of both FPA and AFA votes in favour, the proposed merger of the entities into the Financial Advice Association of Australia (FAA) has been confirmed.

Read more about:

merger

FPA

AFA

Financial planning

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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New practice profile: Unite Wealth

new-practice-profile/financial-advice/charity/

| By Jasmine Siljic |
Financial planning

Creating a charitable arm to your firm expands the ways you can support everyday Australians, shares this adviser.

Read more about:

new practice profile

financial advice

charity

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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Zenith bullish on return expectations

AUTHOR

Charbel Kadib

Charbel 's social profiles:

Inflation, GDP dip below market expectations

AUTHOR

Charbel Kadib

Charbel 's social profiles:

Are advice firms overlooking incentive schemes?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Highly educated workers driving trend into later retirement: KPMG

AUTHOR

Rhea Nath

Rhea 's social profiles:

The three themes shaping modern advisory firms in 2023

AUTHOR

Rhea Nath

Rhea 's social profiles:

Australian dividends hit record high in 2022

AUTHOR

Rhea Nath

Rhea 's social profiles:

Labor’s super tax reform ‘moves the goalposts’ again

AUTHOR

Rhea Nath

Rhea 's social profiles:

Wealth perceptions evolving beyond ‘great Australian dream’: AMP

AUTHOR

‘Hard work starts now’: FPA/AFA merger to move forward

AUTHOR

Rhea Nath

Rhea 's social profiles:

New practice profile: Unite Wealth

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Never miss the latest news and developments in wealth management industry

Trump, tariffs, and turmoil: Why investors are seeking alternatives

Bancara: The Future of Wealth, Built for Those Who Live Without Limits

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