Powered by MOMENTUM MEDIA
moneymanagement logo
 

STRATEGY

Funds management

Platinum Asset Management chief executive, Jeff Peters, has shared a progress update on its newly announced turnaround strategy....

Platforms & wraps

The investment platform has issued its first financial results update following the sale of its international business. ...

People & Products

Advisory business Frontier has hired Megan Mulia as its head of strategy, responsible for corporate strategy and driving growth for the firm as it sets its sight on Asian...

Financial planning

The corporate regulator’s chair, James Shipton has said that the watchdog would not look into AMP’s buyer of last resort arrangements unless there were further and better...

Financial planning

AMP Limited has outlined its $1 billion strategy remake entailing fewer, more productive advisers and different approach to buyer of last resort....

Funds management

BT Panorama has added the ARCO Absolute Return Fund to the platform, providing more advisers and clients with access to the manager’s 10-year track record....

Policy & Regulation

The new ombudsman vows to “proactively work with consumers, small business and the financial services sector to resolve and reduce financial disputes”....

Funds management

Pengana International Equities Limited (PIA) announces a half year profit of $12 million following new strategies and portfolio repositioning. ...

Financial planning

Financial services group, Countplus has made a key appointment to its board as it pursues its two-year expansion and turnaround strategy....

People & Products

KPMG has hired former head of group strategy and planning at Australian Super, Rohit Mendiretta, to lead the firm’s asset and wealth management strategy team....

Superannuation

Milliman has released research to analyse the future state of the retirement income market across the Asia-Pacific region....

People & Products

Northern Trust has appointed Sarah Boddey as the chief diversity officer for Europe, the Middle East, Africa, and the Asia-Pacific....

Knowledge Centre

Recent times have been challenging for value investors globally, as momentum and the chase for yield have dominated winning investment strategies. Is it time for the mar...

Funds management

Legg Mason has made three moves to help their ETFs, hedge funds, and real estate game....

Funds management

Advisers need to rethink their traditional “index-hugging” approach to defensive allocations in the current climate of uncertainty, Western Asset believe....

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’...

1 week 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 3 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 3 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 5 days ago