WEALTH MANAGEMENT
Funds management
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
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 has opted to reduce exposure to Australian equities in its model portfolios, taking profits after strong ASX performance year-to-date. ...
Financial planning
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
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
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025. ...
Funds management
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 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 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
Sydney wealth management firm Altus Financial has appointed a head of risk as the business strengthens its provision of risk advice....
Financial planning
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
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
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 ...
Financial planning
The Australian Wealth Advisors Group has taken a 20 per cent stake in two Australian wealth management firms, having also made two investments last year....
Financial planning
Consulting firm Bain & Company has shared how it believes the wealth management industry can be transformed and three questions firms should consider. ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...