International equities spur $35bn ETF flows in 2024

ETFs/VanEck/international-equities/

| By Jasmine Siljic |

VanEck has named international equity ETFs as “the clear frontrunner in 2024”, with the asset class accounting for over 40 per cent of the industry’s total net flows during the year.

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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Building a 60/40 portfolio fit for challenges ahead

State-Street-Global-Advisors/portfolio-construction/private-markets/

| By Laura Dew |

Funds management

State Street Global Advisors has shared three tips for financial advisers when it comes to their portfolio construction for the year ahead as 60/40 portfolios face hurdles.

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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Harnessing AI for ‘made-to-order’ advice

capgemini/artificial-intelligence/technology/

| By Jasmine Siljic |

Financial planning

As Capgemini recommends artificial intelligence be used for hyper-personalised advice strategies, two professionals explore the impact it is having on advisory practices.

AUTHOR

Jasmine Siljic

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Is a third bidder in the frame for Insignia?

insignia/M&A/private-equity/insignia-financial/

| By Laura Dew |

Financial planning

Insignia Financial has issued a statement to the ASX regarding a potential bid from a third global private equity business to acquire the firm.

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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New year kicks off with adviser loss above 30

Wealth-Data/financial-advice/financial-advisers/

| By Jasmine Siljic |

Financial planning

More than 30 advisers fell off the FAR during the Christmas and New Year period, according to Wealth Data, with half of these coming from licensee giant Entireti.

AUTHOR

Jasmine Siljic

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Preventing client exodus amid great wealth transfer

capgemini/wealth-transfer/wealth-management/intergenerational-wealth/inheritance/

| By Rhea Nath |

Financial planning

With next-generation heirs unlikely to retain their family’s financial advisers after receiving an inheritance, Capgemini has explored how firms can work with younger generations to maintain a relationship.

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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FSC appoints executive director in newly created role

FSC/appointments/hires/

| By Laura Dew |

People & Products

The Financial Services Council has appointed Justine Earl-Smith as executive director for commercial partnerships and growth, a newly created role for the organisation.

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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Bennelong bets on RE service for diversified income stream

Bennelong/responsible-entity/fund-trustees/compliance/

| By Laura Dew |

Funds management

Bennelong Funds Management chief executive, John Burke, has shared the firm’s priorities for 2025 including offering its responsible entity service to third parties.

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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Advice firms encouraged to broaden tech usage

Adviser-Ratings/artificial-intelligence/technology/

| By Laura Dew |

Financial planning

The use of technology and data analytics will be a way for advice firms to grow in 2025, according to Adviser Ratings, with those who are using it successfully reporting 10 per cent higher profit margins.

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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Alternative managers to benefit from market shifts in 2025

ratings-agency/funds-management/Alternatives/asset-management/active-funds/

| By Rhea Nath |

Funds management

Moody’s has painted an optimistic picture for alternative asset managers in the year ahead, with lower interest rates and deregulation likely to prove supportive for their growth.

AUTHOR

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International equities spur $35bn ETF flows in 2024

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Jasmine Siljic

Jasmine 's social profiles:

Building a 60/40 portfolio fit for challenges ahead

AUTHOR

Laura Dew

Laura 's social profiles:

Harnessing AI for ‘made-to-order’ advice

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Is a third bidder in the frame for Insignia?

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Laura Dew

Laura 's social profiles:

New year kicks off with adviser loss above 30

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Preventing client exodus amid great wealth transfer

AUTHOR

Rhea Nath

Rhea 's social profiles:

FSC appoints executive director in newly created role

AUTHOR

Laura Dew

Laura 's social profiles:

Bennelong bets on RE service for diversified income stream

AUTHOR

Laura Dew

Laura 's social profiles:

Advice firms encouraged to broaden tech usage

AUTHOR

Laura Dew

Laura 's social profiles:

Alternative managers to benefit from market shifts in 2025

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Rhea 's social profiles:

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