Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FIDELITY INTERNATIONAL
Financial planning
Despite younger generations representing the largest group of potential inheritors, CoreData has discovered less than half of beneficiaries have professional advice to na...
Financial planning
Lower fees and trustworthiness are the top factors enticing unadvised Australians to seek a financial adviser, according to Fidelity International, common across all gene...
Funds management
Fidelity International will see its managing director for Australia depart this month, with the firm having found a new successor internally to take on the position....
Editorial
As developed economies continue to tackle inflationary pressures, emerging markets are rebounding over their inflation curve and into a growth period....
Features
New legislation that aims to improve the living standards of millions of Australians in retirement falls squarely onto the shoulders of wealth advisers and trustees, writ...
Expert Analysis
Transitioning from working to retirement is one of the biggest life changes and challenges most people will face, writes Richard Dinham....
Financial planning
Women are reporting investment communications are ‘complicated’ and ‘intimidating’, according to Fidelity, creating a gap for firms to help them get engaged....
Features
Oksana Patron checks how COVID-19 has changed Australians’ thinking about superannuation and their own retirement and what lies ahead for product and solutions providers....
Funds management
The US dollar weakened last week, encouraging investors to turn to emerging markets and creating the largest inflows since 2018. ...
Financial planning
Advisers need to understand the types of risk specific to retirees and implement strategies to minimise the risk of outliving their savings as two-thirds do not believe t...
Funds management
Fidelity International has launched its latest sustainable fund, focusing on water and waste management, in response to client demand. ...
Financial planning
The price of oil fell by more than 30% yesterday, its biggest one-day drop since 1991, after a fallout between major oil-producing nations over production cuts....
Funds management
Money Management has named five women as finalists for its inaugural Female Portfolio Manager of the Year Award....
Financial planning
It is the cost of advice rather than trust that is stopping Australians from seeking financial advice, a report has found....
People & Products
Fidelity International has announced the appointment of Jenn-Hui Tan as global head of stewardship and sustainable investing....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...