Relative Return: The real story behind financial services

Podcast/Relative-Return/

| By James Mitchell |

In this episode, Momentum Media’s managing editor of financial services, Phil Tarrant, sits down with senior journalist and host, James Mitchell, to discuss the vision of Relative Return and the growth of Momentum’s financial services team.

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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The changing financial goals of Australian investors

EY/wealth-management/financial-advice/

| By Rhea Nath |

Financial planning

As financial goals evolve with market volatility, ensuring adequate income is no longer the number one priority for investors, according to EY Global Wealth Management Research.

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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A state-by-state look at the adviser landscape

Adviser-Ratings/financial-advice/states/

| By Laura Dew |

Financial planning

The latest annual Adviser Ratings Landscape report has revealed state-wide statistics of which ones are coming out on top by increasing their clients and their funds under advice.

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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Iress expands super fund digital advice offerings

iress/hostplus/industry-funds/

| By Rhea Nath |

People & Products

Hostplus and Industry Fund Services are the latest sign-ups to Iress’ new tool that combines digital advice with personalised financial education based on member demographics and preference data.

AUTHOR

Rhea Nath

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Perpetual Wealth Management buoyed by market rebound

Perpetual/Pendal-Group/

| By Charbel Kadib |

Funds management

Positive market movements have propelled a multibillion-dollar boost to the group’s wealth management business.

AUTHOR

Charbel Kadib

Charbel is an experienced financial services journalist, previously serving as news editor of The Adviser and Mortgage Business. Prior to joining Money Management, he also covered defence and national security developments as news editor of Defence Connect, Cyber Security Connect, and Space Connect. Charbel graduated from the University of Notre Dame with a double major in politics and journalism.

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MLC managed accounts strategies hit $1bn FUM mark

managed-accounts/managed-investments/MLC-Asset-Management/

| By Rhea Nath |

Funds management

Less than three years since it was launched, MLC Asset Management’s managed account strategies have surpassed $1 billion in funds under management.

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Rhea Nath

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Insignia adviser numbers thin amid model revamp

insignia-financial/renato-mota/Shadforth/bridges/

| By Charbel Kadib |

Financial planning

Insignia has announced it has changed the naming conventions used to describe its adviser channels, now divided into professional services, self-employed, and self-licensed.

AUTHOR

Charbel Kadib

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How an adviser gambled $3.4m of his clients’ cash

Gavin-Fineff/fraud/gambling/

| By James Mitchell |

Financial planning

Financial planner, Gavin Fineff, used his position as a trusted adviser to swindle a dozen victims and feed an insatiable gambling addiction that ultimately landed him in prison last week.

AUTHOR

James Mitchell

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AIA Australia introduces incentives for healthy behaviours

Premium-Content/

| By partnerarticle |

Life/Risk

AIA Australia has taken the next step in its pursuit of healthier, longer, better lives for all Australians, wit

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Partner Article

Our partner businesses are invited to pen articles that offer unique insight from within the industry for the benefit of our readers. If you read something you would like to learn more about you can contact our partners direct or we are happy to put you in touch.

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Treasurer confirms inflation peak

inflation/ABS/RBA/State-Street/VanEck/Jim-Chalmers/

| By Laura Dew |

Funds management

The Treasurer has confirmed inflation has “passed its peak”, as data shows CPI inflation fell in the 12 months to the March quarter.

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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