GQG forecasts continued FUM uptick amid ‘solid’ quarterly results

GQG Partners fund flows Funds management

| By Rhea Nath |

The fund manager has seen consistent growth in funds under management for the quarter in what it describes as a ‘solid start’ to 2024.

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Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Magellan sees fifth monthly FUM increase despite slower pace in March

Magellan fund flows Andrew Formica Sophia Rahmani australian equities

| By Maja Garaca Djurdjevic |

Funds management

Although the fund manager continued to recover in March, the pace was slower compared to previous months.

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How to deliver quality responsible investment advice

responsible investment RIAA ESG ethical investment

| By Shy-Ann Arkinstall |

Financial planning

Advisers need to expand their understanding of responsible investing in response to Australia’s increasing demand, according to an RI specialist.

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Shy-Ann Arkinstall

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New lead partner appointed to Perpetual’s wealth management division

Perpetual appointments wealth management

| By Jessica Penny |

People & Products

The firm’s wealth management arm is welcoming an experienced corporate leader to its team.

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Jessica Penny

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IAM bolsters fixed income executive team

appointments fixed income

| By Jasmine Siljic |

Funds management

Income Asset Management has announced seven appointments in its fixed income team as the firm strengthens its reach across Australia.

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Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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Which licensee has seen the highest adviser losses FYTD?

Wealth Data Count Financial Centrepoint adviser numbers

| By Jasmine Siljic |

Financial planning

Wealth Data has revealed which financial advice licensee has lost the greatest number of advisers this financial year-to-date, with the firm declining by 59 advisers over the period.

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Jasmine Siljic

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Meet the Manager: Phillip Hudak of Maple-Brown Abbott

Maple-Brown Abbott Small caps global equities resources

| By Jasmine Siljic |

Funds management

In the latest Meet the Manager profile, Money Management speaks with Phillip Hudak of Maple-Brown Abbott.

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Jasmine Siljic

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Relative Return: Dissecting the Australian small caps market

Podcast Relative Return

| By Maja Garaca Djurdjevic |

Editorial

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Retirees’ happiness underpinned by financial advice: Challenger

challenger retirement retirees financial advice

| By Jessica Penny |

Financial planning

Support from advisers alongside financial education continues to be an integral driver of older Australians’ contentment in retirement, according to new data from Challenger.

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Jessica Penny

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Financial advice M&A deals rise in Q1 2024

mergers and acquisitions merger Count Financial Sequoia insignia financial

| By Jasmine Siljic |

Financial planning

With the first quarter of 2024 behind us, Money Management takes a look back at the biggest M&A deals in financial advice over the period.

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

Adviser sees registration suspended over ROA usage

1 month 1 week ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

Adviser sees registration suspended over ROA usage

1 month 2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

AZ NGA makes first acquisition post-Oaktree deal

1 month 3 weeks ago

GQG forecasts continued FUM uptick amid ‘solid’ quarterly results

AUTHOR

Rhea Nath

Rhea 's social profiles:

Magellan sees fifth monthly FUM increase despite slower pace in March

AUTHOR

How to deliver quality responsible investment advice

AUTHOR

Shy-Ann Arkinstall

Shy-Ann 's social profiles:

New lead partner appointed to Perpetual’s wealth management division

AUTHOR

Jessica Penny

Jessica 's social profiles:

IAM bolsters fixed income executive team

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Which licensee has seen the highest adviser losses FYTD?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Meet the Manager: Phillip Hudak of Maple-Brown Abbott

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Relative Return: Dissecting the Australian small caps market

AUTHOR

Retirees’ happiness underpinned by financial advice: Challenger

AUTHOR

Jessica Penny

Jessica 's social profiles:

Financial advice M&A deals rise in Q1 2024

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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