Bell AM bolsters growth ambitions with operations hire

Bell-Asset-Management/distribution/hires/appointments/

| By Rhea Nath |

The firm has looked overseas to tap Lucinda Hill for the newly created role of executive general manager, product and operations, as it looks to expand into the US.

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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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Insignia unveils 5-year plan to cut costs and maximise scale

insignia/insignia-financial/Scott-Hartley/financial-advice/asset-management/mlc/

| By Laura Dew |

Financial planning

Insignia Financial intends to be the leading wealth manager by 2030 as it moves away from acquisitions to achieve $200 million in cost savings per annum over the next five years.

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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The Manager Mix – Alternatives: Claire Smith of Schroders

Videos/

| By Robyn Tongol |

Editorial

In this new episode of The Manager Mix, host Laura Dew speaks with Claire Smith, head of private assets sales at

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Selfwealth receives acquisition bid from Bell Financial Group

selfwealth/Bell-Financial-Group/acquisition/M&A/

| By Laura Dew |

Funds management

Selfwealth has announced it has received a “highly attractive” bid from Bell Financial Group to acquire 100 per cent of the company, valuing the company at $51 million.

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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Count’s Humphrey on leading the new world of advice

professional-year/Hugh-Humphrey/financial-advice/licensee/AFSL/

| By Laura Dew |

Features

Count CEO Hugh Humphrey is keen for the firm to be a leader in the new world of advice as the industry generates valuable businesses post-Hayne royal commission.

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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Canaccord Genuity execs unite to launch WA wealth manager

financial-advice/wealth-management/Perth/

| By Laura Dew |

Financial planning

Four individuals, including three senior staff from Canaccord Genuity, have collaborated to launch their own Western Australian wealth management 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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Advisers warming to thematic ETFs for diversification and growth

crypto/ETFs/Thematics/

| By Rhea Nath |

Financial planning

Thematic ETFs are beginning to gain ground among advisers seeking to enhance portfolio diversification and tap into specific growth themes, according to leading ETF providers.

AUTHOR

Rhea Nath

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Mason Stevens welcomes new asset allocation lead from AMP

Mason-Stevens/amp/impact-investing/asset-allocation/appointments/hires/

| By Rhea Nath |

Funds management

Mason Stevens has appointed a portfolio manager from AMP as its new head of asset allocation as David Macri departs after just over a year.

AUTHOR

Rhea Nath

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Platinum sees initial ‘green shoots’ from turnaround

Platinum/fund-management/fund-launch/Regal-Partners-Limited/

| By Laura Dew |

Funds management

Platinum chief executive Jeff Peters says the firm’s turnaround strategy is beginning to demonstrate its first “green shoots” amid slowing outflows and improved investment performance.

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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Investments and advice systemic issues decline in 2H24

AFCA/financial-advice/complaints/

| By Jasmine Siljic |

Financial planning

Just one of the nearly 50 systemic issues reported by AFCA to regulators in the second half of FY24 related to investments and advice, a report has uncovered.

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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