Powered by MOMENTUM MEDIA
moneymanagement logo
 

Barings strengthens Aussie presence with key hire

financial-advice/wealth-management/Zenith/

The $673 billion global investment manager has appointed a former Zenith sales head as it seeks to expand its reach in the Australian wealth management market.

Read more about:

AUTHOR

Winning over the unadvised amid $3.5tn wealth wave

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

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:

AUTHOR

New Zealand to launch financial advice review

financial-advice/New-Zealand/reform/

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:

AUTHOR

Relative Return Unplugged: Liberation Day hits and markets react

Podcast/Relative-Return/

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/

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/

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

BTC on your APL? Licensees air views on crypto

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

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:

AUTHOR

Coalition’s Taylor commits to advice reforms within 100 days

federal-election/coalition/financial-advice/

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/

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

Nuveen appoints global real estate head

Nuveen/real-estate/appointment/

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

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

6 days 14 hours ago

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

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...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 2 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 4 days ago