Fidelity creates new leadership role in Australian team

fidelity/fund-management/appointments/

| By Jasmine Siljic |

Fidelity International has looked internally to appoint a head of strategic sales and solutions for its Australian division, which is a newly created role for the business.

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.

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Lonsec positions managed accounts for political storm

Lonsec-Research/lonsec/geopolitics/managed-accounts/market-volatility/

| By Jasmine Siljic |

Funds management

Lonsec’s deputy CIO Deanne Baker has highlighted what investment tools the firm is harnessing to mitigate the impact of geopolitical risks in its managed account offerings.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Barings launches 2 private credit funds

private-markets/private-credit/fund-launch/

| By Laura Dew |

Funds management

Global investment manager Barings has launched two private credit funds for Australian investors as advisers indicate an expectation of increasing allocations to 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.

View articles by Laura

Laura 's social profiles:

E&P Financial Group shareholders vote on de-listing

e&p/E&P-Financial-Group/Dixon-Advisory/

| By Jasmine Siljic |

Financial planning

Following an extraordinary general meeting today, Dixon Advisory parent company E&P Financial Group’s shareholders have voted on its proposed delisting from the ASX.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Rhombus Advisory nears 500 advisers

Wealth-Data/adviser-numbers/insignia-financial/darren-whereat/

| By Jasmine Siljic |

Financial planning

While overall financial adviser numbers have dipped below 15,500 this week, Rhombus Advisory is experiencing growth and approaching 500 advisers in its ranks.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Xplan retains omnipresent position in software market

netwealth/XPLAN/iress/financial-planning-software/

| By Jasmine Siljic |

Financial planning

Iress’ Xplan continues to dominate the financial planning software market with a multitude of uses, according to Netwealth research, despite newer players battling for a piece of the pie.

AUTHOR

Jasmine Siljic

View articles by Jasmine

Jasmine 's social profiles:

E-mail Author

Regulation delaying speed of super fund advice: Boal

Stephen-Jones/Deloitte/andrew-boal/financial-advice/

| By Laura Dew |

Financial planning

Deloitte’s Andrew Boal believes digital advice delivered by superannuation funds is years away yet from being able to solve the financial advice gap.

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.

View articles by Laura

Laura 's social profiles:

Australian private markets manager detracts from Pacific Current FUM

Pacific-Current-Group/private-markets/funds-under-management/GQG-Partners/

| By Laura Dew |

Funds management

Outflows from an Australian private markets fund manager have caused FUM at Pacific Current to decline by $1 billion in the last quarter.

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.

View articles by Laura

Laura 's social profiles:

Former RIAA CEO joins ethical fund manager

RIAA/simon-o'connor/ethical-investing/

| By Laura Dew |

Funds management

Former RIAA chief executive Simon O’Connor has joined the ethical advisory panel at U Ethical 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.

View articles by Laura

Laura 's social profiles:

Why do some advisers see more referrals than others?

Astute-Wheel/client-engagement/financial-advisers/

| By Industry |

Expert Analysis

Referral arrangements with other professional advisers, known as Centres of Influence, can help financial advisers to build client relationships, engagement and trust over time.

AUTHOR

Subscribe to

Never miss the latest news and developments in wealth management industry

SUBSCRIBE TO OUR NEWSLETTER

MARKET INSIGHTS

So we are now underwriting criminal scams?...

UGC to blame for 'eyewatering' CSLR cost increase

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

Stephen Jones to retire

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

Adviser sees registration suspended over ROA usage

4 months 4 weeks ago

Fidelity creates new leadership role in Australian team

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Lonsec positions managed accounts for political storm

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Barings launches 2 private credit funds

AUTHOR

Laura Dew

Laura 's social profiles:

E&P Financial Group shareholders vote on de-listing

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Rhombus Advisory nears 500 advisers

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Xplan retains omnipresent position in software market

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Regulation delaying speed of super fund advice: Boal

AUTHOR

Laura Dew

Laura 's social profiles:

Australian private markets manager detracts from Pacific Current FUM

AUTHOR

Laura Dew

Laura 's social profiles:

Former RIAA CEO joins ethical fund manager

AUTHOR

Laura Dew

Laura 's social profiles:

Why do some advisers see more referrals than others?

AUTHOR

Never miss the latest news and developments in wealth management industry

Diversify to defend wealth amidst rising volatility

Navigating the AT1 hybrids transition

Small caps: An election trump card for 2025?

Drones in Defence: Reshaping Modern Warfare and its Economics

MARKET INSIGHTS

Podcast

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

STAY CONNECTED

USEFUL LINKS

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

LINKS

CATEGORIES

STAY CONNECTED