Finalists revealed for the first-ever Momentum Media Australian AI Awards 2024

| By Malavika |

Several wealth management companies have been selected as finalists at the inaugural awards, which champions those who have transformed the Australian economy with their AI solutions.

AUTHOR

Malavika Santhebennur

Malavika Santhebennur was a news and features financial services journalist at Money Management, part of Financial Express. She has previously written in various industrial publications at Cirrus Media, including mining, food, franchising, and health.

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Zenith continues managed account growth trajectory

Zenith Zenith Investment partners managed accounts insignia financial

| By Jasmine Siljic |

Financial planning

Zenith Investment Partners has launched a range of new managed account portfolios over the past quarter, including on Insignia Financial’s Expand platform.

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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Iress completes launch of digital advice solution

iress digital advice Superannuation super funds

| By Jasmine Siljic |

Financial planning

The financial services technology firm has officially launched its digital advice and education solution for superannuation funds and other industry players.

AUTHOR

Jasmine Siljic

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Nuveen

Nuveen is a global investment leader, managing an array of public and private assets for clients around the world and on behalf of our parent company TIAA , one of the world’s largest institutional investors,1 a highly-rated2 insurance company and a retirement provider.

Pendal to close Enhanced Credit fund

Pendal Group Perpetual bonds fixed income

| By Jessica Penny |

Funds management

Pendal has told investors it will start winding up its Enhanced Credit fund from December, its third fund closure this year.

AUTHOR

Jessica Penny

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Knowing when to scale up an advice business

financial advisers Virtual Business Partners scale

| By Laura Dew |

Financial planning

VBP consultant Sue Viskovic has warned advisers thinking of going self-licensed that they need to act “from a business head, not an adviser head” when it comes to scaling up their practice.

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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Growing interest in private markets presents new opportunities for advisers

praemium private markets high net worth financial advisers

| By Maja Garaca Djurdjevic |

Financial planning

A report has highlighted a growing appetite among high-net-worth individuals for private market investments, creating a significant opportunity for advisers.

AUTHOR

BT and Striver unveil career pathways program

striver BT bt financial group new entrants financial advisers

| By Jasmine Siljic |

Financial planning

The two firms have announced a new online development program to support career changers, advice support staff and university graduates in joining the financial advice profession.