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Winning over the unadvised amid $3.5tn wealth wave

fidelity/Fidelity-International/wealth-transfer/intergenerational-wealth/advice-fees/

| By Jasmine Siljic |
Financial planning

Lower fees and trustworthiness are the top factors enticing unadvised Australians to seek a financial adviser, according to Fidelity International, common across all generations.

AUTHOR

New Zealand to launch financial advice review

financial-advice/New-Zealand/reform/

| By Laura Dew |
Financial planning

New Zealand’s financial regulator is following the footsteps of its Tasman neighbours and proposing to conduct a review on improving the accessibility of financial advice and advice business models.

AUTHOR

Relative Return Unplugged: Liberation Day hits and markets react

Podcast/Relative-Return/

| By Keith Ford |
Editorial

In this week’s episode of Relative Return Unplugged, AMP chief economist Shane Oliver joins the show to unravel

AUTHOR

AFCA set to expel United Global Capital

AFCA/complaints/financial-advice/

| By Keith Ford |
Financial planning

AFCA has confirmed United Global Capital’s membership of the body will not be extended to accept further complaints, avoiding a repeat of the Dixon Advisory scenario.

AUTHOR

Fund managers enact bidding wars for specialist talent

fund-manager/private-markets/private-credit/salary/recruitment/

| By Laura Dew |
Funds management

Fund managers may be operating in a squeezed environment, but a salary guide shows they are willing to pay up for specialist talent to diversify their fund range.

AUTHOR

BTC on your APL? Licensees air views on crypto

crypto/cryptocurrency/bitcoin/approved-product-list/APLs/

| By Jasmine Siljic |
Financial planning

Three of Australia’s largest financial advice groups have shared their thoughts with Money Management on whether they would include crypto on their approved product lists.

AUTHOR

Coalition’s Taylor commits to advice reforms within 100 days

federal-election/coalition/financial-advice/

| By Keith Ford |
Financial planning

Shadow treasurer Angus Taylor has vowed to introduce a bill to legislate a raft of financial services reforms if the Coalition is elected.

AUTHOR

Reach Alts joins forces with Russell Investments

Russell-Investments/Alternatives/private-markets/infrastructure/

| By Jasmine Siljic |
Funds management

Reach Alternative Investments has entered into a strategic partnership with Russell Investments to bolster its wholesale private markets offering for financial advisers and investors.

AUTHOR

Nuveen appoints global real estate head

Nuveen/real-estate/appointment/

| By Laura Dew |
Funds management

Nuveen has appointed a global head of estate, a successor to Chris McGibbon who steps down after almost 25 years.

AUTHOR

Genium confirms senior hire from Morningstar

research-house/ratings/morningstar/

| By Jasmine Siljic |
Funds management

Boutique investment consulting and research house Genium Investment Partners has announced a senior appointment to drive further growth in its research ratings business.

AUTHOR

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