Selfwealth acquirer raises $123m to accelerate Aussie expansion

selfwealth/financial-advice/australia/

| By Jasmine Siljic |

With the Selfwealth acquisition under its belt, APAC investment platform Syfe has shared how it is investing in a hybrid financial advice model to target mass affluent Australians.

Read more about:

selfwealth

financial advice

australia

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

Wealth management players confirm senior hires

financial-advice/Affinia/hires/appointments/

| By Staff |

Financial planning

National licensee Capstone Financial Planning has welcomed an executive manager for growth and development, while wealth manager Cameron Harrison has brought a new chair on board.

Read more about:

AUTHOR

Relative Return Insider: Weak GDP, rate cut expectations, and global tensions

Podcast/Relative-Return/

| By Keith Ford |

Editorial

In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to unpack Aus

AUTHOR

Keith Ford

View articles by Keith

Keith 's social profiles:

E-mail Author

Wealth managers face imminent ‘flight risk’ of next-gen clients and advisers

capgemini/financial-advice/wealth-management/intergenerational-wealth/inheritance/digital-advice/

| By Laura Dew |

Financial planning

Wealth management is facing a “fundamental transformation” as 81 per cent of next-gen inheritors have said they will likely switch away from their parents’ wealth manager, while one in four advisers are looking to switch jobs.

Read more about:

capgemini

financial advice

wealth management

intergenerational wealth

inheritance

digital advice

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:

What would protect investors in private market funds?

private-credit/private-markets/ASIC/research-houses/sqm-research/

| By Laura Dew |

Funds management

Reacting to ASIC’s public and private markets discussion paper, research houses BondAdviser and SQM Research have detailed how they believe investors can be better protected from the risks of these funds.

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:

Melbourne v Sydney: Which has the most sustainable investors?

stockspot/ESG/sustainable-investing/

| By Jasmine Siljic |

Financial planning

Stockspot data has uncovered the top Australian suburbs boasting the greatest percentage of sustainable investors for financial advisers targeting these clients.

Read more about:

stockspot

ESG

sustainable investing

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Netwealth confirms chair successor ahead of Antonie’s exit

netwealth/chair/appointment/

| By Jasmine Siljic |

Financial planning

Netwealth’s chair Tim Antonie is set to depart after a decade spent on the board, with the firm naming his successor who will take up the position this September.

Read more about:

netwealth

chair

appointment

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Schroders updates active ETF range in response to feedback

ETFs/active-ETFs/Schroders/global-equities/

| By Laura Dew |

Funds management

Schroders has listed an active ETF version of the Global Core Fund while making fee and distribution changes to its existing Real Return Active ETF in response to investor feedback.

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:

Acadian launches EM fund for wholesale investors

emerging-markets/wholesale/global-equities/Acadian/

| By Laura Dew |

Funds management

Acadian Asset Management has launched an emerging markets equity fund for wholesale investors and intends to add it to platforms in due course.

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:

ASIC issues fresh warning to licensees on FAR deadline

ASIC/far/financial-advice/regulation/

| By Jasmine Siljic |

Financial planning

With more than 4,600 advisers yet to meet the qualifications standards, the corporate regulator has once again urged relevant providers to check their Financial Advisers Register status.

Read more about:

AUTHOR

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

The succession planning dilemma for younger staff

6 days 17 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

Working collaboratively with law firms to settle family disputes

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

Fixing the PY pipeline: Addressing the challenge for licensees

1 month 1 week ago

Selfwealth acquirer raises $123m to accelerate Aussie expansion

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Wealth management players confirm senior hires

AUTHOR

Relative Return Insider: Weak GDP, rate cut expectations, and global tensions

AUTHOR

Keith Ford

Keith 's social profiles:

Wealth managers face imminent ‘flight risk’ of next-gen clients and advisers

AUTHOR

Laura Dew

Laura 's social profiles:

What would protect investors in private market funds?

AUTHOR

Laura Dew

Laura 's social profiles:

Melbourne v Sydney: Which has the most sustainable investors?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Netwealth confirms chair successor ahead of Antonie’s exit

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Schroders updates active ETF range in response to feedback

AUTHOR

Laura Dew

Laura 's social profiles:

Acadian launches EM fund for wholesale investors

AUTHOR

Laura Dew

Laura 's social profiles:

ASIC issues fresh warning to licensees on FAR deadline

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Never miss the latest news and developments in wealth management industry

Real-Time Settlement Efficiency in Modern Crypto Wealth Management

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

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

The First 90 Days as a Sole Trader: Setting Up For Long-Term Success

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