Magellan shutters 2 sustainable funds

ESG/sustainable-funds/Magellan/

| By Rhea Nath |

Magellan Financial Group has terminated three funds in its Core Series, including a sustainable fund and ESG fund, having determined they are “unlikely to achieve the necessary scale”.

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Insignia’s Hartley on unlocking Shadforth and Bridges’ potential

insignia-financial/insignia/Scott-Hartley/Shadforth/bridges/

| By Jasmine Siljic |

Financial planning

As Insignia Financial looks to bolster its two financial advice businesses, Shadforth and Bridges, CEO Scott Hartley describes to Money Management how the firm will achieve these strategic growth plans.

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.

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Centrepoint Alliance targets growth across all 3 adviser streams

centrepoint-alliance/financial-advice/AFSL/licensees/

| By Laura Dew |

Financial planning

Centrepoint Alliance says it is “just getting started” as it looks to drive growth via expanding all three streams of advisers within the business.

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.

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Which licensees saw the most complaints in FY24?

AFCA/

| By Rhea Nath |

Financial planning

AFCA’s latest statistics have shed light on which of the major licensees recorded the most consumer complaints in the last financial year.

AUTHOR

Rhea Nath

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AWAG takes equity stake in Victorian advice firm

financial-advice/M&A/regional/Victoria/

| By Laura Dew |

Financial planning

Four months after making its first equity partnership, the Australian Wealth Advisors Group has taken a second stake in a regional Victorian advice and accountancy firm.

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.

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Schroders establishes new group executive committee

Schroders/executive/appointment/

| By Jasmine Siljic |

People & Products

The UK-based global asset manager has formed a new group executive committee to accelerate its growth strategy following the commencement of its new CEO this month.

AUTHOR

Jasmine Siljic

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PAC eyes accretive opportunities for long-term growth

Pacific-Current-Group/GQG-Partners/funds-under-management/

| By Laura Dew |

Funds management

Pacific Current Group has used its AGM to detail its long-term growth plans after a period of multiple divestments and the progress of plans for a share buyback.

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.

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Winners unveiled for Women in Finance Awards 2024

women-in-finance/women-in-financial-services/awards/gender-equality/gender-diversity/

| By Staff |

Funds management

Money Management and principal partner, Mortgage Choice, are proud to announce 30 winners for the annual Women in Finance Awards 2024.

AUTHOR

Financial adviser numbers swell by over a dozen

financial-advice/Wealth-Data/AFSL/Colin-Williams/

| By Jasmine Siljic |

Financial planning

The financial advice profession has lifted back above the 15,500 mark this week thanks to a double-digit net rise in adviser numbers, according to Wealth Data.

AUTHOR

Jasmine Siljic

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Ambitious HNW advisers sharpen focus on alternatives

Alternatives/HNW/high-net-worth/praemium/financial-advisers/

| By Rhea Nath |

Financial planning

High-net-worth advisers seeking to grow their businesses are likely to find alternatives to be a key part of the puzzle amid investor demand, according to Praemium’s head of private wealth.

AUTHOR

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Magellan shutters 2 sustainable funds

AUTHOR

Rhea Nath

Rhea 's social profiles:

Insignia’s Hartley on unlocking Shadforth and Bridges’ potential

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Centrepoint Alliance targets growth across all 3 adviser streams

AUTHOR

Laura Dew

Laura 's social profiles:

Which licensees saw the most complaints in FY24?

AUTHOR

Rhea Nath

Rhea 's social profiles:

AWAG takes equity stake in Victorian advice firm

AUTHOR

Laura Dew

Laura 's social profiles:

Schroders establishes new group executive committee

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

PAC eyes accretive opportunities for long-term growth

AUTHOR

Laura Dew

Laura 's social profiles:

Winners unveiled for Women in Finance Awards 2024

AUTHOR

Financial adviser numbers swell by over a dozen

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Ambitious HNW advisers sharpen focus on alternatives

AUTHOR

Rhea Nath

Rhea 's social profiles:

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