Latest News | Money Management
6 days ago · Assured Support explores five tips to help financial advisers embed compliance into the heart of their business, with 2025 set to see further…
The hottest topics for advisers in 2024 | Money Management
6 days ago · As the year draws to a close, a new report has explored the key trends and areas of focus for financial advisers over the last 12 months. Collating data from over 9,000 users, Ensombl’s Adviser Wrapped found technology among the most common discussions across the adviser sector. Conversations ...
Money Management Portfolio Construction Guide 2024
The economy is entering a new phase as markets call an end to monetary policy tightening campaigns. Inflation is well past its peak and is returning to the target range, albeit at a slower pace than originally anticipated. But despite interest …
Money Management Portfolio Construction guide 2023–24
Money Management’s 2023–24 Portfolio Construction Guide – a complete guide to portfolio construction and asset allocation over the next financial year.. Uncertainty has characterised market conditions over the course of 2023, with the ongoing battle to quell inflationary pressures via aggressive monetary policy tightening rattling investor confidence.
About us - Money Management
Target audience Aimed primarily at financial planners and dealer group principals, Money Management is also widely read by fund managers, accountants, bankers, insurers and government. Editorial coverage Money Management provides accurate, informative and insightful editorial coverage of the Australian financial services market, with topics including taxation, managed funds, property ...
The outlook for private credit in 2024 | Money Management
Jan 31, 2024 · The 2024 outlook for the Australian economy is cautiously optimistic, with Gross Domestic Product (GDP) growth to remain positive as inflation comes off its peak and the economy continues to adjust to higher interest rates and cost of credit.
Thriving in the ‘brave new world of advice’ | Money Management
Nov 5, 2024 · Adviser Ratings has pinpointed five key trends characterising the future of the Australian financial advice profession. The research house’s quarterly Musical Chairs Report for Q3 2024 explored several themes that are currently emerging in the advice sector.
Retaining client assets in the face of wealth transfer
Oct 22, 2024 · Nearly half of financial advisers worldwide view the intergenerational wealth transfer as an existential threat, Natixis Investment Managers finds, as one-third say they have lost clients because of generational attrition.
Which wealth platform saw the highest FUA growth in 1H24?
Mar 6, 2024 · The platform underlying net profit after tax (NPAT) grew 14 per cent to $30.4 million in the past six months, while the firm is expecting record net inflows for the full year of $16 billion.
How did Aussie fund managers fare in FY24? | Money Management
Sep 9, 2024 · After a financial year full of turnaround steps, the firm announced its statutory NPAT was $238 million, up from $182 million in FY23. FUM was $36.6 billion, comprising $17.1 billion in retail assets and $19.4 billion in institutional ones, and …