Relative Return Unplugged: The global impacts of a week of Trump
In this episode, hosts Maja Garaca Djurdjevic and Keith Ford take a look at what’s making news in the investment
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Uncovering the Broader Landscape of Innovation
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Second bidder emerges for Selfwealth acquisition
Just one day after Selfwealth received a “highly attractive” acquisition bid from Bell Financial Group, it has received a second non-binding indicative proposal from a rival.
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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.
Insignia's ambitious $1.3m revenue per adviser target by 2030
Insignia Financial is targeting its salaried financial advisers increase their revenue per adviser by 62.5 per cent over the next five years.
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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.
Private markets capability critical to LGT-CBA deal
LGT Crestone chief executive Michael Chisholm believes the firm was chosen to acquire Commonwealth Bank’s personal advice arm due to its strong private market capability.
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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.
The succession fund helping advisers enjoy la dolce vita
AWAG and Teaminvest Private Group have teamed up to offer a succession lending fund to help advice principals navigate succession planning and enjoy their retirement.
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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.
Australian Ethical fixes gaze on adviser market
With nearly one-third of financial advisers utilising Australian Ethical’s investment options, expanding its advised channels remains a key focus for the firm.
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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.
CFS Edge expands menu with new international managed accounts
Advisers will now be able to tap into global markets on the platform through international signature managed accounts from global managers like T. Rowe Price and Lazard.
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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.
60/40 portfolio poised for another strong decade, says Vanguard
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.
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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.
Fixed income ETFs capture over $900m in October flows
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.
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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