Winning over the unadvised amid $3.5tn wealth wave

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

| By Jasmine Siljic |

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

Read more about:

fidelity

Fidelity International

wealth transfer

intergenerational wealth

advice fees

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.

View articles by Jasmine

Jasmine 's social profiles:

E-mail 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.

Read more about:

financial advice

New Zealand

reform

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.

View articles by Laura

Laura 's social profiles:

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

Keith Ford

View articles by Keith

Keith 's social profiles:

E-mail 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

Keith Ford

View articles by Keith

Keith 's social profiles:

E-mail 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.

Read more about:

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.

View articles by Laura

Laura 's social profiles:

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.

Read more about:

crypto

cryptocurrency

bitcoin

approved product list

APLs

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail 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

Keith Ford

View articles by Keith

Keith 's social profiles:

E-mail 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.

Read more about:

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail 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.

Read more about:

Nuveen

real estate

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.

View articles by Laura

Laura 's social profiles:

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.

Read more about:

research house

ratings

morningstar

AUTHOR

MARKET INSIGHTS

So we are now underwriting criminal scams?...

UGC to blame for 'eyewatering' CSLR cost increase

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

Stephen Jones to retire

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

Adviser sees registration suspended over ROA usage

7 months 1 week ago

Winning over the unadvised amid $3.5tn wealth wave

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

New Zealand to launch financial advice review

AUTHOR

Laura Dew

Laura 's social profiles:

Relative Return Unplugged: Liberation Day hits and markets react

AUTHOR

Keith Ford

Keith 's social profiles:

AFCA set to expel United Global Capital

AUTHOR

Keith Ford

Keith 's social profiles:

Fund managers enact bidding wars for specialist talent

AUTHOR

Laura Dew

Laura 's social profiles:

BTC on your APL? Licensees air views on crypto

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Coalition’s Taylor commits to advice reforms within 100 days

AUTHOR

Keith Ford

Keith 's social profiles:

Reach Alts joins forces with Russell Investments

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Nuveen appoints global real estate head

AUTHOR

Laura Dew

Laura 's social profiles:

Genium confirms senior hire from Morningstar

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Never miss the latest news and developments in wealth management industry

Tariffs Across Eras: Why 2025 Is Not 1930

Zagga Retains 4-Star ‘Superior’ Rating by SQM Research for Fifth Consecutive Year

A Smarter Way to Invest in Property: WINIM Launches Australian Ready-to-Ready First Fund

From Investment Banking to Boutique Fund Management: How Rixon Capital’s Founder is Redefining Private Credit

MARKET INSIGHTS

Podcast

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

STAY CONNECTED

USEFUL LINKS

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

LINKS

CATEGORIES

STAY CONNECTED