Majority of Aussies lacking financial confidence: MLC

financial-advice/mlc/retirement/

| By Jasmine Siljic |

Less than a third of Australians feel prepared to make effective financial decisions, according to new MLC research, underscoring the peace of mind that advisers bring to 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.

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What ETFs launched for Aussie investors in Q3?

ETFs/product-launch/exchange-traded-funds/

| By Jasmine Siljic |

Funds management

An array of exchange-traded funds were launched over the past three months, including new products from Global X, Betashares and BlackRock.

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Jasmine Siljic

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National advice group rolls out estate planning solution

estate-planning/financial-advisers/retirement/

| By Laura Dew |

Financial planning

Financial services group Tribel has entered into agreement to roll out an estate planning solution from Yodal to its financial advisers to offer greater visibility of the process.

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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Australian asset managers make board changes

GSFM/Australian-Ethical/board-appointment/

| By Laura Dew |

Funds management

GSFM and Australian Ethical have both made changes to their boards which will take effect this month.

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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Capturing income in a ‘higher for longer’ environment

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| By partnerarticle |

Knowledge Centre

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Partner Article

Our partner businesses are invited to pen articles that offer unique insight from within the industry for the benefit of our readers. If you read something you would like to learn more about you can contact our partners direct or we are happy to put you in touch.

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Backed by ‘significant financial horsepower’: AZ NGA chief on Oaktree deal

AZ-NGA/Paul-Barrett/Oaktree-Capital-Management/mergers-and-acquisitions/financial-advice/

| By Jasmine Siljic |
Financial planning

AZ NGA chief executive Paul Barrett has unpacked how its strategic partnership with Oaktree will take the professional advisory firm “to the next level” through further M&A.

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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Should aspiring advisers complete the exam before PY?

adviser-exam/professional-year/new-entrants/exam/Joel-Ronchi/

| By Jasmine Siljic |
Financial planning

Industry commentators have discussed the benefits of ticking off the ASIC adviser exam and gaining entry-level experience prior to commencing their professional 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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Praemium debuts new adviser solution targeting HNWs

praemium/high-net-worth/financial-advisers/

| By Shy-Ann Arkinstall |
Financial planning

The platform has expanded its wealth management suite with a new solution designed for financial advisers who service high-net-worth investors.

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Shy-Ann Arkinstall

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‘Overwhelming’ demand for ETFs among financial advisers

VanEck/ETFs/financial-advisers/

| By Staff |
Funds management

Almost all financial advisers are using ETFs in their client portfolios, up from 87 per cent in 2020, according to VanEck.

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How to cultivate strategic alliances in the workplace

women-in-finance/

| By Malavika |
Financial planning

A financial adviser has outlined how forming relationships in the workplace could help women progress in their careers.

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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Majority of Aussies lacking financial confidence: MLC

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

What ETFs launched for Aussie investors in Q3?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

National advice group rolls out estate planning solution

AUTHOR

Laura Dew

Laura 's social profiles:

Australian asset managers make board changes

AUTHOR

Laura Dew

Laura 's social profiles:

Capturing income in a ‘higher for longer’ environment

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Partner Article

Partner 's social profiles:

Backed by ‘significant financial horsepower’: AZ NGA chief on Oaktree deal

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Jasmine Siljic

Jasmine 's social profiles:

Should aspiring advisers complete the exam before PY?

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Jasmine Siljic

Jasmine 's social profiles:

Praemium debuts new adviser solution targeting HNWs

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Shy-Ann Arkinstall

Shy-Ann 's social profiles:

‘Overwhelming’ demand for ETFs among financial advisers

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How to cultivate strategic alliances in the workplace

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Malavika Santhebennur

Malavika 's social profiles:

Never miss the latest news and developments in wealth management industry

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