Back from the dead – why diversified managed funds deserve a place in your client portfolios
In this episode of Money Management's Meet the Manager, we're joined by Chris Hestelow, investment speci
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ASIC defeated in major crypto case
The regulator has lost a case against Finder regarding crypto products in the Federal Court, with the comparison site stating that “innovation always moves faster than regulation”.
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.
Selfwealth expands executive team with three appointments
Selfwealth has made a number of appointments to its executive leadership team, as new CEO Craig Keary focuses on strategic growth.
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.
Adviser numbers enter ‘period of decline’ after strong start
After initial strong growth in the first few weeks of the year, there have now been five consecutive weeks of decline or no growth in adviser numbers, according to Wealth Data.
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.
Senator Jane Hume to speak at the Australian Wealth Management Summit 2024
Senator Jane Hume will join the speaker line-up at the inaugural Australian Wealth Management Summit.
FSCP by numbers: Which issues are occurring most?
There have been 16 outcomes issued by the Financial Services and Credit Panel since its launch in 2023, which issues or breaches are frequently occurring?
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.
Relative Return: Making private credit accessible to retail investors
In this episode, host Keith Ford speaks with Frank Danieli, managing director and head of credit investments and lending at MA Financial, about the evolving landscape of private credit in Australia.
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.
FAAA urges ATO to refine tax deductibility of advice fees
The FAAA is calling on the ATO to refine its position on the tax deductibility of financial advice fees related to advice to clients with pre-existing investments.
AUTHOR
Keith Ford
AMP North AUM reaches $14bn
AMP North has reached $14 billion in assets under management in its managed portfolios, a 66 per cent annual increase.
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.
How to value a financial planning practice in 2024
The demand for financial planning businesses for sale isn’t decreasing but firms need to know how to value their business to achieve the best price, writes Fiona Ettles.
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