Relative Return Unplugged: The economic outlook for 2025
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by AMP chie
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ASIC completes global CEO search
The corporate regulator has named its new chief executive, who is set to replace retiring interim CEO Greg Yanco in March.
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Keith Ford
Mitigating the psychological impact of advice M&A
With AMP advisers moving to Entireti and Insignia being the subject of a private equity bidding war, how can deals be navigated to ensure minimal stress and uncertainty for staff and advisers?
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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.
What common business pitfalls should advisers dodge in 2025?
There are seven key mistakes that financial advice businesses need to steer clear of in 2025 to avoid hindering their business growth and profitability, according to Adviser Ratings.
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.
The investor education piece of the alts puzzle
While advisers are increasingly eyeing private markets and alternative investments, two reports have underlined the lack of investor understanding that persists among both advisers and clients.
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.
Advisers’ private credit usage under ASIC scrutiny
The volume that financial advisers have invested in private credit funds could be among disclosures that providers have to make to ASIC amid a regulatory crackdown on private markets.
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.
Platinum appoints Northern Trust for $11bn mandate
Platinum Asset Management has appointed Northern Trust to provide asset servicing solutions for their $11 billion Australian funds.
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.
FAAA calls for CSLR cost review after FOI revelations
The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would affect financial advisers.
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.
Aussie distributors to benefit as overseas managers assess cost
A leading consultancy believes asset managers will be reluctant to expand overseas in 2025 as high distribution costs blow out potential benefits, but this is providing tailwinds for Australian third-party distributors.
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.
Alternatives equal key to success for HNW advisers
Nearly seven in 10 HNW-focused advisers view alternatives as the asset class that will be fundamental to meeting client demands in the future, according to Praemium.
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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