wealth management

Financial planning

Investors rethink 60/40 portfolios as alternatives gain prominence

Michael McCorry, chief investment officer at BlackRock Australia, has detailed how investors are reconsidering their 60/40 portfolios as macro uncertainty highlight the b...

Financial planning

Australian Wealth Management Awards reveal finalists for 2025

The finalists for the 2025 Australian Wealth Management Awards have been revealed, shining a spotlight on the top performers and rising stars across the nation’s wealth s...

Funds management

Wealth managers look to active management for outperformance potential

Wealth managers are planning to increase their use of active strategies as they believe active management offers diversification and outperformance potential for their cl...

Financial planning

3 areas to expect asset and wealth management M&A in H2

At the halfway point of the year, consolidation pressures continue to drive financial services M&A with three areas identified as targets for asset and wealth managers, a...

Funds management

BlackRock model portfolios take profits on Aussie equities

BlackRock has opted to reduce exposure to Australian equities in its model portfolios, taking profits after strong ASX performance year-to-date. ...

Financial planning

1 in 10 Aussies are millionaires as median wealth soars: UBS

Australians have the second-highest median wealth in the world, beaten only by Luxembourg, as those in the middle bands are experiencing pronounced wealth growth, UBS has...

Funds management

‘Wise up or lose out’ as clients demand alts expertise

Wealth managers who lack expertise in alternatives could find themselves at risk of losing clients, according to iCapital, with a shift towards evergreen funds already at...

People & Products

Australian Wealth Management Summit returns for a groundbreaking conference

Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025. ...

Funds management

BlackRock sets its sights on wealth for private markets expansion

Global asset manager BlackRock has identified bringing private markets to the wealth channel as a key business area for the firm that could generate US$500 million in rev...

Financial planning

Wealth managers face imminent ‘flight risk’ of next-gen clients and advisers

Wealth management is facing a “fundamental transformation” as 81 per cent of next-gen inheritors have said they will likely switch away from their parents’ wealth manager...

Financial planning

Ironbark bolsters wealth business with family office acquisition

Ironbark Investment Partners has acquired a Sydney-based family office business as it looks to double down on the delivery of high-net-worth advice....

Financial planning

Wealth manager appoints head of risk

Sydney wealth management firm Altus Financial has appointed a head of risk as the business strengthens its provision of risk advice....

Financial planning

Aussie advisers garner higher client loyalty than global peers

An EY report has revealed Australians are more loyal to their advisers than the global average, highlighting relationship-building opportunities amid market changes....

Financial planning

Access to financial advice crucial to grow the number of self-funded retirees

Australia’s retirement system is under mounting pressure, and industry leaders have warned that without broader access to financial advice, the country will go “broke”....

Funds management

JPMAM actively seeking strategic partnerships in wealth management

Strategic partnerships are the number one priority for JPMAM, according to its EMEA CEO, having already enacted two deals with large New Zealand and UK wealth management ...