Latest News | Money Management
WEB6 days ago — Funds management. 21 August, 2024. Equity funds suffer $2.2bn outflows in 1H 2024. Equity funds saw $2.2 billion in outflows during the first half of 2024, according to Calastone, despite reporting modest gains in the second quarter. ... Read more. Funds management. 21 August, 2024. Perpetual appoints new CEO.
News - Money Management
WEBPrivate wealth firm launched after Pitcher Partners buyout. A new Sydney wealth manager for high-net-worth individuals has launched, formed from a buyout of multiple operational aspects of Pitcher Partners’ wealth management arm a... Funds management.
Top 100 | Money Management
WEBThe Money Management TOP Financial Planning Group Survey is the longest running annual snapshot of the leading advice groups in the sector....
SUPERANNUATION FUNDS - Money Management
WEBMorningstar to expand to superannuation ratings. Morningstar is going to offer research ratings of funds in the $3.5 trillion superannuation sector for the first time in response to demand from financial advisers.... Financial planning.
Aussie wealth management amounts to $3.06t
WEBAug 18, 2021 — Michele Levine, chief executive officer, Roy Morgan, said that despite the COVID-19 pandemic and significant worries at that time about the durability of the Australian economy as well as key financial assets such as housing, stock-market investments and traditional banking and wealth management accounts, the majority of these fears proved largely unfounded.
EQUITY MARKETS - Money Management
WEBGlobal equities top Aussie peers for 2019. As we enter the second quarter of 2019, Money Management used data from FE Analytics to find that, thus far, global equities’ returns have topped those of their Aussie pe... Funds management.
funds - Money Management
WEBLazard Asset Management has reduced the management fee on two of its Australian equity funds for institutional and retail clients....
Financial planning - Money Management
WEBFutureproofing an advice practice as a business owner. With a growing number of advisers now running their own business, they need to pivot their career identity to being a business owner rather than just as a financial advis... INDUSTRY NEWS.
Guide to Managed Accounts 2021 - Money Management
WEBOct 7, 2021 — Guide to Managed Accounts 2021. Managed accounts not only have weathered the impact of the COVID-19 pandemic but have innovated in the last 12 to 24 months, all while growing funds under management to new heights. As mentioned in this Money Management Managed Accounts Guide, financial advisers found the ability to de-risk client portfolios ...
Australians rebounding from pandemic | Money Management
WEBApr 6, 2021 — Australians assessed as “thriving” financially have rebounded after sliding backwards during the first six months of the COVID-19 pandemic, according to Financial Mindfulness. The firm’s Financial Stress Index (FSI) showed that 25.8% of 645 respondents were rated as “thriving”, a proportion that was 18.8% pre-COVID, but crashed 2.4% ...