Latest News | Money Management
1 day ago · As Insignia Financial formally completes the separation of MLC from NAB, Money Management reflects back on how the acquisition came to be and where…
News - Money Management
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients....
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 ...
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.
Managed accounts see 50% rise in adviser usage - Money …
Feb 27, 2024 · “Decision making is constantly shifting, with advisers, platforms and investment consultants playing far bigger roles than from years past. Advisers are not just keeping pace with industry shifts; they are leading the charge towards a more customised, efficient and responsive financial advice sector.”
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 …
How did Australia’s largest super funds perform in FY22–23?
Jul 6, 2023 · AustralianSuper and Australian Retirement Trust (ART) have posted their financial results for the 2022–23 financial year. ART, which has 2.2 million members and over $240 billion in assets under management, saw returns of 10 per cent in its Super Savings Balanced portfolio.
Are you with the top 10 super fund of 2022–23? - Money …
Jul 17, 2023 · The top five performing balanced options were rounded up by UniSuper (10.3 per cent) and Equip Super (10.1 per cent). SuperRatings said fund options classed as balanced are those with between 60 and 70 per cent of their portfolio invested in growth assets.
wealth management | Money Management
Four individuals, including three senior staff from Canaccord Genuity, have collaborated to launch their own Western Australian wealth management firm. ...
The changing financial goals of Australian investors
Apr 28, 2023 · At 57 per cent, affluent clients signalled the clearest appetite for more advice on investment services. Scott Glover, EY Oceania’s financial services strategy leader, said: “There is an appetite among Australian investors for more advice and for finding new ways of accumulating and protecting their wealth.