Women keen to learn about money from other women: Fidelity Investments

women/fidelity/financial-advice/female-advisers/Women-in-Business/

| By Rhea Nath |

New research has found that women want to support and be supported by other women when it comes to their finances, emphasising the importance of diversity in financial advice.

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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.

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Advisers using managed accounts triple in last decade

SPDR/ssga/State-Street-Global-Advisors/investment-trends/managed-accounts/

| By Rhea Nath |

Financial planning

A new report evaluating advisers’ attitudes and use of managed accounts has highlighted its sustained popularity, with ETFs among the most popular products in these portfolios.

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Rhea Nath

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BetaShares announces adviser service offering

ETFs/BetaShares/

| By Rhea Nath |

People & Products

The fund manager has launched a new service with a range of tools, content, and information to support financial advisers and planners with business growth and client servicing.

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Rhea Nath

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Intelliflo Australia announces two senior hires

intelliflo/sales/hires/

| By Rhea Nath |

People & Products

The cloud-based technology platform for advisers has ramped up local operations, hiring two business development managers to drive its ongoing expansion.

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Rhea Nath

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Will banks return to wealth management?

CBA/Big-four-banks/ANZ/wealth-management/NAB/westpac/

| By Laura Dew |

Financial planning

There is an estimated $3.7 trillion opportunity for the big four banks to return to wealth management and with the Quality of Advice Review focusing on digital advice, the temptation could be too big for banks to resist.

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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.

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FPA/AFA complete merger with Perera to depart

FPA/AFA/mergers-and-acquisitions/

| By Rhea Nath |

Financial planning

AFA national president Sam Perera has announced he will not be joining the board of the newly-formed Financial Advice Association Australia.

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Rhea Nath

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Govt opens consultation on $3m super balance tax changes

Superannuation/treasury/Jim-Chalmers/

| By Rhea Nath |

Superannuation

The consultation paper on doubling the concessional tax rate for superannuation balances exceeding $3 million would take feedback from stakeholders until mid-April.

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Rhea Nath

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Sydney wealth manager launches online solution

intergenerational-wealth/young-clients/young-investors/

| By Laura Dew |

People & Products

Sydney-based wealth manager Sarto Advisory has launched its own online investing solution with OpenInvest to help younger investors.

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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Chicago asset manager expands into Australia

gcm/fund-management/

| By Laura Dew |

People & Products

GCM Grosvenor has opened an office in Sydney and appointed Andy Lukas as managing director of its Australia and New Zealand operations.

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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AMP CEO updates on portfolio simplification progress

amp/Alexis-George/platforms/financial-advice/

| By Laura Dew |

Financial planning

AMP has updated shareholders on its portfolio simplification program, stating negative short-term profit impacts from strategic decisions around banks and platforms will benefit the long-term business.

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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