60/40 portfolio poised for another strong decade, says Vanguard

vanguard portfolio construction

| By Rhea Nath |

The fund manager has voiced optimism regarding the 60/40 allocation, noting the strategy can be a wise choice for clients in the long term.

AUTHOR

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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Fixed income ETFs capture over $900m in October flows

fixed income BetaShares

| By Rhea Nath |

Funds management

Fixed income ETFs have staged a comeback after seeing a dip in September, according to Betashares’ latest monthly report, with three funds being among the top 10 largest monthly inflows.

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Rhea Nath

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Bell AM bolsters growth ambitions with operations hire

Bell Asset Management distribution hires appointments

| By Rhea Nath |

Funds management

The firm has looked overseas to tap Lucinda Hill for the newly created role of executive general manager, product and operations, as it looks to expand into the US.

AUTHOR

Rhea Nath

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Insignia unveils 5-year plan to cut costs and maximise scale

insignia insignia financial Scott Hartley financial advice asset management mlc

| By Laura Dew |

Financial planning

Insignia Financial intends to be the leading wealth manager by 2030 as it moves away from acquisitions to achieve $200 million in cost savings per annum over the next five years.

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.

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The Manager Mix – Alternatives: Claire Smith of Schroders

Videos

| By Robyn Tongol |

Editorial

In this new episode of The Manager Mix, host Laura Dew speaks with Claire Smith, head of private assets sales at

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Selfwealth receives acquisition bid from Bell Financial Group

selfwealth Bell Financial Group acquisition M&A

| By Laura Dew |

Funds management

Selfwealth has announced it has received a “highly attractive” bid from Bell Financial Group to acquire 100 per cent of the company, valuing the company at $51 million.

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.

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Count’s Humphrey on leading the new world of advice

professional year Hugh Humphrey financial advice licensee AFSL

| By Laura Dew |

Features

Count CEO Hugh Humphrey is keen for the firm to be a leader in the new world of advice as the industry generates valuable businesses post-Hayne royal commission.

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.

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Canaccord Genuity execs unite to launch WA wealth manager

financial advice wealth management Perth

| By Laura Dew |

Financial planning

Four individuals, including three senior staff from Canaccord Genuity, have collaborated to launch their own Western Australian wealth management firm.

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.

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Advisers warming to thematic ETFs for diversification and growth

crypto ETFs Thematics

| By Rhea Nath |

Financial planning

Thematic ETFs are beginning to gain ground among advisers seeking to enhance portfolio diversification and tap into specific growth themes, according to leading ETF providers.

AUTHOR

Rhea Nath

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Mason Stevens welcomes new asset allocation lead from AMP

Mason Stevens amp impact investing asset allocation appointments hires

| By Rhea Nath |

Funds management

Mason Stevens has appointed a portfolio manager from AMP as its new head of asset allocation as David Macri departs after just over a year.

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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

3 weeks 1 day 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

3 weeks 6 days ago

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

AZ NGA makes first acquisition post-Oaktree deal

1 month ago

60/40 portfolio poised for another strong decade, says Vanguard

AUTHOR

Rhea Nath

Rhea 's social profiles:

Fixed income ETFs capture over $900m in October flows

AUTHOR

Rhea Nath

Rhea 's social profiles:

Bell AM bolsters growth ambitions with operations hire

AUTHOR

Rhea Nath

Rhea 's social profiles:

Insignia unveils 5-year plan to cut costs and maximise scale

AUTHOR

Laura Dew

Laura 's social profiles:

The Manager Mix – Alternatives: Claire Smith of Schroders

AUTHOR

Selfwealth receives acquisition bid from Bell Financial Group

AUTHOR

Laura Dew

Laura 's social profiles:

Count’s Humphrey on leading the new world of advice

AUTHOR

Laura Dew

Laura 's social profiles:

Canaccord Genuity execs unite to launch WA wealth manager

AUTHOR

Laura Dew

Laura 's social profiles:

Advisers warming to thematic ETFs for diversification and growth

AUTHOR

Rhea Nath

Rhea 's social profiles:

Mason Stevens welcomes new asset allocation lead from AMP

AUTHOR

Rhea Nath

Rhea 's social profiles:

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