Australians favour families’ retirement over inheritance

inheritance inheritance planning aged care retirement

| By Rhea Nath |

Amid aged care funding discussions, new research reveals 73 per cent of Australians would be willing to forego an inheritance to let older family members enjoy a comfortable retirement.

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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BlackRock and BetaShares expand ETF ranges

blackrock BetaShares ETFs

| By Jasmine Siljic |

People & Products

Both fund management firms have launched two new exchange-traded funds with a focus on developed markets, infrastructure and real estate trusts.

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.

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Mercer to own BT’s $1.9bn portfolio management service

mercer managed accounts BT BT Super

| By Rhea Nath |

People & Products

BT’s Private Portfolio Management business will transition to Mercer later this year, following the acquisition of Advance Asset Management and the transfer of BT Super.

AUTHOR

Rhea Nath

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Former Courtenay House contractor sentenced over $180m Ponzi scheme

ASIC Ponzi scheme

| By Rhea Nath |

Financial planning

Athan Papoulias, former contractor to and promoter of Courtenay House investments, has been sentenced to two years’ imprisonment for his role in the Ponzi scheme.

AUTHOR

Rhea Nath

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Count eyes success as significant wealth player

quality of advice review Countplus Hugh Humphrey

| By Laura Dew |

Financial planning

Count’s chief executive, Hugh Humphrey, has told Money Management he hopes the firm’s rebranding will help it streamline its business as it acquires Affinia and sets out to be a significant player in wealth management.

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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Is adviser experience equivalent to education?

Kaplan FPA AFA phil anderson

| By Jasmine Siljic |

Financial planning

In light of the recent experience pathway consultation, former AFA chief executive Phil Anderson has debated whether 10 years of experience can be comparable to a university degree.

AUTHOR

Jasmine Siljic

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Responsible investors driven by convenience and pragmatism

ESG ESG investments netwealth

| By James Mitchell |

Funds management

New data has revealed that while more Australians are investing responsibly, those who are sceptical of ESG have hardened their stance.

AUTHOR

James Mitchell

James Mitchell is a senior financial services reporter with over ten years experience. He has covered the Murray Inquiry, the Hayne royal commission and the evolution of Australia's financial intermediary sectors since 2011, with a focus on banking, superannuation, mortgages and wealth management.

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GQG approaches US$100bn FUM

GQG Partners flows fund flows

| By Laura Dew |

Funds management

Funds under management at GQG Partners are approaching US$100 billion thanks to inflows of more than US$5 billion since the start of 2023.

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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Hindenburg disaster: Icahn, Jefferies and the ‘Ponzi’ hand grenade

Donald Trump research activist investors

| By James Mitchell |

Funds management

Iconic investor Carl Icahn’s $15 billion conglomerate lost 40 per cent of its value last week following the publication of a damning report by Hindenburg Research.

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James Mitchell

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Where are managers making their equity and fixed income allocations?

Schroders lonsec Lonsec Research

| By Laura Dew |

Funds management

Fund managers at the recent Lonsec Symposium have shared their thoughts on where investors should seek their equity and fixed income exposure in portfolios.

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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