Latest News | Money Management
5 天之前 · Having received bids from Bell Financial Group and AxiCorp, trading platform Selfwealth has confirmed it has entered into a scheme implementation…
Which wealth platform saw the highest FUA growth in 1H24?
2024年3月6日 · The platform underlying net profit after tax (NPAT) grew 14 per cent to $30.4 million in the past six months, while the firm is expecting record net inflows for the full year of $16 billion.
About us - Money Management
Target 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 ...
Ausbil set to unveil inaugural ETF | Money Management
1 天前 · The Ausbil Active Dividend Income strategy is set to debut as an exchange-traded fund (ETF) in the Australian market next year. Focusing on maximising dividend income and franking credits, the strategy has proven popular among investors, …
News - Money Management
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients....
Money Management Portfolio Construction Guide 2024
The economy is entering a new phase as markets call an end to monetary policy tightening campaigns. Inflation is well past its peak and is returning to the target range, albeit at a slower pace than originally anticipated. But despite interest …
How did Aussie fund managers fare in FY24? | Money Management
2024年9月9日 · After a financial year full of turnaround steps, the firm announced its statutory NPAT was $238 million, up from $182 million in FY23. FUM was $36.6 billion, comprising $17.1 billion in retail assets and $19.4 billion in institutional …
The changing financial goals of Australian investors
2023年4月28日 · 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.
Managed accounts see 50% rise in adviser usage - Money …
2024年2月27日 · “Decision making is constantly shifting, with advisers, platforms and investment consultants playing far bigger roles than from years past. Advisers are not just keeping pace with industry shifts; they are leading the charge towards a more customised, efficient and responsive financial advice sector.”
Are you with the top 10 super fund of 2022–23? - Money …
2023年7月17日 · The top five performing balanced options were rounded up by UniSuper (10.3 per cent) and Equip Super (10.1 per cent). SuperRatings said fund options classed as balanced are those with between 60 and 70 per cent of their portfolio invested in growth assets.