Latest News | Money Management
WEBSep 30, 2024 · The platform has expanded its wealth management suite with a new solution designed for financial advisers who service high-net-worth investors.
News - Money Management
WEBMore than half of the past 13 weeks of Q3 enjoyed a rise in financial adviser numbers, according to Wealth Data figures, an improvement on the same time a year ago....
The changing financial goals of Australian investors
WEBApr 28, 2023 · At 57 per cent, affluent clients signalled the clearest appetite for more advice on investment services. Scott Glover, EY Oceania’s financial services strategy leader, said: “There is an appetite among Australian investors for more advice and for finding new ways of accumulating and protecting their wealth.
EQUITY MARKETS - Money Management
WEBEquity markets are in denial about the potential impact of a US recession and failing to price its impact in, according to Platinum....
Australian Equities - Money Management
WEBEquity funds saw $2.2 billion in outflows during the first half of 2024, according to Calastone, despite reporting modest gains in the second quarter. ...
Aussie wealth management amounts to $3.06t
WEBAug 18, 2021 · Michele Levine, chief executive officer, Roy Morgan, said that despite the COVID-19 pandemic and significant worries at that time about the durability of the Australian economy as well as key financial assets such as housing, stock-market investments and traditional banking and wealth management accounts, the majority of these fears proved largely unfounded.
wealth management | Money Management
WEBHoxton Capital Management has rebranded its business to have a greater focus on wealth management and technology....
Fixed Income - Money Management
WEBSystematic fixed income approaches are finally hitting the mainstream. For those starting to incorporate them, it is important to seek managers with a long and proven ped...
superannuation - Money Management
WEBSuperannuation trustees should be permitted to provide personal advice to members, according to recommendations handed down under the final report of the Quality of Advic...
Australians rebounding from pandemic | Money Management
WEBApr 6, 2021 · The proportion of respondents that were “managing” fell from 41.5% in the first six months of the pandemic to 26.1% in the six months from September 2020 to the end of February 2021.