Advisers' crypto hesitancy feeding into client allocations
With advisers expressing a reluctance to invest in cryptocurrency, advised clients are tending to have a smaller allocation to the asset than their unadvised peers.
AUTHOR
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How should advisers navigate increasing their fees?
A panel of advisers have argued charging fees accordingly is a top priority for the industry, but Peloton Partners has found firms are reluctant to increase them until the business pressure is “unavoidable”.
Fintech firm appoints ex-ANZ head as board executive
Financial services software and technology provider Fin365 has appointed a new executive chairman to the board to support the firm’s strategic growth plans.
AUTHOR
Shy-Ann Arkinstall
ETF inflows rocket YTD for Vanguard and Betashares
Helped by adviser demand, year-to-date flows into the two-largest ETF providers are more than double the volume they were at the same time last year as Vanguard’s largest ETF passes $20 billion.
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.
Advisers favour benefits from equal weighted ETFs
Equal weighted ETFs are gaining ground with financial advisers, according to AUSIEX, as they believe they can bring balance to client portfolios.
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.
Global X targets $20bn AUM by 2027
ETF provider Global X has surpassed $10 billion in assets under management and is now targeting to double this figure by 2027.
AUTHOR
Adrian Suljanovic
FSCP raps adviser over ‘extraordinary fees’ for inappropriate advice
The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to switch their superannuation into a poorly performing product.
Perennial Partners takes majority stake in responsible manager
Perennial Partners has acquired a majority stake in Melior Investment Management which will see it take over management of the Melior Australian Impact Fund.
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.
The business model set to drive EOFY losses
With adviser losses set to continue, Wealth Data founder Colin Williams has detailed which business model is likely to drive the exodus.
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.
Betashares eyes private markets arena
Betashares is preparing to enter the private asset space, with the ETF provider set to unveil plans to roll out a suite of unlisted funds starting with a US private credit offering.
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