GQG forecasts continued FUM uptick amid ‘solid’ quarterly results

GQG-Partners/fund-flows/Funds-management/

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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Magellan sees fifth monthly FUM increase despite slower pace in March

Magellan/fund-flows/Andrew-Formica/Sophia-Rahmani/australian-equities/

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/

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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New lead partner appointed to Perpetual’s wealth management division

Perpetual/appointments/wealth-management/

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

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IAM bolsters fixed income executive team

appointments/fixed-income/

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

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Which licensee has seen the highest adviser losses FYTD?

Wealth-Data/Count-Financial/Centrepoint/adviser-numbers/

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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Meet the Manager: Phillip Hudak of Maple-Brown Abbott

Maple-Brown-Abbott/Small-caps/global-equities/resources/

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

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Relative Return: Dissecting the Australian small caps market

Podcast/Relative-Return/

     

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Retirees’ happiness underpinned by financial advice: Challenger

challenger/retirement/retirees/financial-advice/

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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Financial advice M&A deals rise in Q1 2024

mergers-and-acquisitions/merger/Count-Financial/Sequoia/insignia-financial/

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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