Latest News | Money Management
WEB3 days ago · Funds management. 21 August, 2024. Equity funds suffer $2.2bn outflows in 1H 2024. Equity funds saw $2.2 billion in outflows during the first half of 2024, according to Calastone, despite reporting modest gains in the second quarter. ... Read more. Funds management. 21 August, 2024. Perpetual appoints new CEO.
News - Money Management
WEBWhat has unfolded since the experience pathway’s passage? Money Management examines how the experienced provider pathway has impacted the advice industry, one year since it was passed on 6 September 2023.... Financial planning.
Top 100 | Money Management
WEBThe Money Management TOP Financial Planning Group Survey is the longest running annual snapshot of the leading advice groups in the sector....
Zenith continues managed account growth trajectory
WEB2 days ago · The transition process to date has been very straightforward and well-supported,” Creaser commented. Zenith currently manages $5.3 billion in client assets across public menus and customised managed account portfolios. Earlier this year, the Institute of Managed Account Professionals’ conference detailed …
Should Platinum proceed with Regal merger? | Money Management
WEB2 days ago · A potential acquisition of Platinum Asset Management by Regal Partners will benefit the “challenged” fund manager, believes Morningstar, but it has warned fund management mergers don’t always run smoothly. Earlier this week, Platinum Asset Management confirmed that it has received an unsolicited …
Guide to Managed Accounts 2021 - Money Management
WEBOct 7, 2021 · Guide to Managed Accounts 2021. Managed accounts not only have weathered the impact of the COVID-19 pandemic but have innovated in the last 12 to 24 months, all while growing funds under management to new heights. As mentioned in this Money Management Managed Accounts Guide, financial advisers found the ability to de-risk client portfolios ...
About us - Money Management
WEBTarget audience Aimed primarily at financial planners and dealer group principals, Money Management is also widely read by fund managers, accountants, bankers, insurers and government. Editorial coverage Money Management provides accurate, informative and insightful editorial coverage of the Australian financial services market, with topics including taxation, managed funds, property ...
The end of an era - Money Management
WEBOct 2, 2020 · According to the 2020 Money Management’s survey, all three groups represented a decline in adviser numbers compared to last year by 29%, 46% and 56%, respectively. As of July, 2020, NAB also still owned NAB Financial Planning which had 131 advisers, down from 276 in 2019 and 449 in 2018. TOP 10 FIRMS. With a continued outflow of planners from ...
Aussie wealth management amounts to $3.06t
WEBAug 18, 2021 · Aussie wealth management amounts to $3.06t. The wealth management has seen an increase of $266 billion during the financial year 2020-21 despite the overall share in the financial services market declining by 0.9% points, according to Roy Morgan. The sector accounted for over a quarter of the entire financial services market in …
Moving to a new era - Money Management
WEBJun 27, 2022 · Moving to a new era. After 35 years, Money Management has published its final print edition. Launched in 1987 by Sunrise host David Koch, the magazine has been the pre-eminent publication for financial advisers and wealth managers ever since. Not only has there been the magazine, the brand also expanded to …
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