Dixon’s $16m class action settlement approved by Federal Court
The Federal Court has approved the $16 million class action settlement regarding Dixon Advisory and Superannuation Services.
AUTHOR
POWERED BY MOMENTUM MEDIA
The post-SOA future: How are advisers adapting?
As statements of advice move into the rear-view mirror, Vital Business Partners explores how financial advisers are adopting innovative documentation strategies.
AUTHOR
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.
Relative Return: Building the foundations of a new asset manager
In this episode of Relative Return, host Laura Dew speaks with Blackwattle Investment Partners managing director and chief investment officer, Michael Skinner, about setting up an asset manager and what he looks for in an investment team.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Australian Ethical FUM passes $10bn
Australian Ethical has seen its funds under management reach $10 billion, driven by organic customer growth and superannuation contributions.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Key adviser exits continue to dent Praemium’s performance
Praemium’s Powerwrap platform experienced net outflows of $53 million as advisers continued to transition, bringing total gross outflows from these transitioning advisers to over $700 million.
AMP North sees $544m quarterly adviser inflows
The wealth management company reported $544 million of inflows from financial advisers in the first quarter of 2024.
AUTHOR
Keith Ford
The financial benefits of a specialised client base
Adviser Ratings has explored whether there is a financial benefit to advice firms seeking to have a specialised client base in terms of client assets and fees charged.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Platinum CEO shares first turnaround progress update
Platinum Asset Management chief executive, Jeff Peters, has shared a progress update on its newly announced turnaround strategy.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Culture or salary: What do financial services professionals value most?
Research by two recruiters has revealed whether salary or team culture is more important to financial services professionals when considering a new position.
AUTHOR
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.
WTW launches first fund for advisers
Financial advisers will have access to private equity investments run by WTW for the first time as it launches a pooled fund to provide savers with access to traditionally institutional assets.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
