Advisers warming to thematic ETFs for diversification and growth

crypto/ETFs/Thematics/

| By Rhea Nath |

Thematic ETFs are beginning to gain ground among advisers seeking to enhance portfolio diversification and tap into specific growth themes, according to leading ETF providers.

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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Mason Stevens welcomes new asset allocation lead from AMP

Mason-Stevens/amp/impact-investing/asset-allocation/appointments/hires/

| By Rhea Nath |

Funds management

Mason Stevens has appointed a portfolio manager from AMP as its new head of asset allocation as David Macri departs after just over a year.

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Rhea Nath

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Platinum sees initial ‘green shoots’ from turnaround

Platinum/fund-management/fund-launch/Regal-Partners-Limited/

| By Laura Dew |

Funds management

Platinum chief executive Jeff Peters says the firm’s turnaround strategy is beginning to demonstrate its first “green shoots” amid slowing outflows and improved investment performance.

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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Investments and advice systemic issues decline in 2H24

AFCA/financial-advice/complaints/

| By Jasmine Siljic |

Financial planning

Just one of the nearly 50 systemic issues reported by AFCA to regulators in the second half of FY24 related to investments and advice, a report has uncovered.

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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AMP North bolsters senior leadership team

amp/amp-north/appointments/

| By Jasmine Siljic |

Financial planning

AMP has announced three senior appointments in its North leadership team to drive forward its strategy and transformation plans.

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Jasmine Siljic

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E&P’s ‘dishonourable’ decision to turn back on shareholders

E&P-Financial-Group/Dixon-Advisory/delisting/

| By Laura Dew |

Funds management

A major E&P shareholder has admonished the firm’s decision to delist the company at a time when shares are finally starting to recover from significant losses, as “only a handful” of its shareholders will have benefited.

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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Long-term career development pivotal for retention beyond PY

professional-year/retention/Count-Financial/viridian/

| By Jasmine Siljic |

Financial planning

Two licensees have shared how providing a structured career pathway that extends beyond the Professional Year is critical to ensure candidates won’t pursue other opportunities after their training.

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Jasmine Siljic

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Sydney-based advice practices to form $1.3bn business

M&A/merger-and-acquisition/financial-advice/

| By Jasmine Siljic |

Financial planning

Two Sydney-based financial advice firms are set to join forces to create a “stronger, more resilient” advice offering with a combined AUM of $1.3 billion.

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Jasmine Siljic

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Praemium pivots to be leading platform in HNW advice

praemium/platforms/high-net-worth-investors/financial-advice/high-net-worth/

| By Laura Dew |

Financial planning

Praemium is pivoting the business to offer a “white gloves” service as it launches a three-year strategy to be the leading platform for high-net-worth 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.

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Spatium Capital expands global footprint with APAC partnership

fund-management/Singapore/M&A/

| By Rhea Nath |

Funds management

Boutique fund manager Spatium Capital has announced consolidation plans with Singapore-based investment group Conduit Group.

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Advisers warming to thematic ETFs for diversification and growth

AUTHOR

Rhea Nath

Rhea 's social profiles:

Mason Stevens welcomes new asset allocation lead from AMP

AUTHOR

Rhea Nath

Rhea 's social profiles:

Platinum sees initial ‘green shoots’ from turnaround

AUTHOR

Laura Dew

Laura 's social profiles:

Investments and advice systemic issues decline in 2H24

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

AMP North bolsters senior leadership team

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

E&P’s ‘dishonourable’ decision to turn back on shareholders

AUTHOR

Laura Dew

Laura 's social profiles:

Long-term career development pivotal for retention beyond PY

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Sydney-based advice practices to form $1.3bn business

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Praemium pivots to be leading platform in HNW advice

AUTHOR

Laura Dew

Laura 's social profiles:

Spatium Capital expands global footprint with APAC partnership

AUTHOR

Rhea Nath

Rhea 's social profiles:

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