Why diversified managed funds deserve a place in client portfolios

Premium-Content/No-Ads/

The number of advisers using managed accounts has exploded in recent years, often at the expense of dive

AUTHOR

Maximising client outcomes with multi-asset portfolios

Premium-Content/No-Ads/

Diversified managed funds could make an ideal addition to a managed account, as the broad toolset availa

AUTHOR

Managed accounts approach $200bn with strong H2 gains

managed-accounts/IMAP/funds-under-management/toby-potter/

Managed accounts grew by $33 billion in the second half of 2023, double the volume that they grew in the previous six months, according to IMAP.

AUTHOR

The ‘mind-blowing’ client pipeline in country advice firms

Acquisitions/M&A/financial-advice/queensland/

Rather than looking at high-net-worth CBD advice firms, one Queensland practice is looking to expand nationally via acquiring regional firms with strong client pipelines.

AUTHOR

Philip Lowe makes first post-RBA move

RBA/Phil-Lowe/listed-investment-company/

Former RBA governor Philip Lowe has made his first board move since departing the central bank last year.

AUTHOR

How to attract more female clients to advice

financial-advice/financial-advisers/BT/female-advisers/

A female adviser has shared how financial advice firms can be more appealing to female clients who may feel intimidated by a male-dominated industry.

AUTHOR

Regulatory grid seeks to reduce firms’ compliance burden

financial-services-reform/Stephen-Jones/treasury/compliance/United-Kingdom/

A new Treasury financial services regulatory initiatives grid will work with ASIC to reduce compliance burdens for financial services firms, particularly those which are small or medium-sized businesses.

AUTHOR

Meet the Manager: Sarah Shaw of 4D Infrastructure

infrastructure/airports/4d-infrastructure/sarah-shaw/

In the latest Meet the Manager profile, Money Management speaks with 4D Infrastructure CEO, CIO and portfolio manager Sarah Shaw.

AUTHOR

Enforceable undertaking rise highlights ASIC’s return to litigation era

ASIC/enforcement/Hall-and-Wilcox/

The fact there has already been two enforceable undertakings this year, including one from a former adviser, compared to just five in 2023 indicates ASIC is returning to its litigation era, according to Hall & Wilcox.

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 17 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago