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.

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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.

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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

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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.

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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.

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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.

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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.

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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.

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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.

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Genium confirms senior hire from Morningstar

research-house/ratings/morningstar/

Boutique investment consulting and research house Genium Investment Partners has announced a senior appointment to drive further growth in its research ratings business.

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