Why mindset coaching could benefit female clients

netwealth/women's-wealth/women/gender-diversity/financial-advice/

Female investors hold different financial drivers, beliefs and goals than their male counterparts, which need to be unpacked for a successful adviser-client relationship.

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Inflation hits spending patterns of retirees

challenger/retirement/

Some 80% of retirees say they are already negatively feeling the impact of inflation and the majority are concerned it will mean they run out of money, according to Challenger.

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Which licensee has seen the most adviser growth YTD?

Wealth-Data/Colin-Williams/adviser-numbers/

A Victoria-based licensee has reported the highest volume of adviser growth since the start of the year, according to Wealth Data.

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Schroders slashes equity weighting on flagship fund to 15-year low

Schroders/multi-asset/Adam-Kibble/Simon-Doyle/equities/cash/

The $2.8 billion flagship Schroder Real Return fund is holding its lowest weighting to equities since inception in 2008, as its managers are opting to hold cash for unexpected opportunities instead.

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How can the advice industry collectively improve the PY?

professional-year/the-advisers-association/striver/financial-advice/

Members of the financial planning industry have shared with Money Management how they believe the Professional Year could be further developed.

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Former ANZ and AMP financial planning exec joins super fund

legalsuper/amp/ANZ/hires/

A former chief executive of financial planning at ANZ has taken up a role as the head of a major superannuation fund.

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MLC Asset Management expands investment team

mlc/MLC-Asset-Management/hires/

MLC has internally appointed two joint heads of the capital markets research team and co-portfolio managers of choice products.

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Morrison & Co appoints senior BlackRock exec

Alternatives/blackrock/infrastructure/

Alternative asset manager Morrison & Co has hired a senior BlackRock executive to join its board as non-executive director.

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Asendium partners with national advice group

technology/Asendium/

Financial advice technology provider Asendium has announced a partnership with FYG Planners as a key supplier of advice software.

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Ex-Goldman Sachs exec to lead APAC iShares markets

blackrock/hires/Goldman-Sachs/ishares/

Nicholas Peach has been appointed APAC head of markets and investments for iShares and index investments at BlackRock.

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