Latest News | Money Management
WEB6 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
WEBPrivate wealth firm launched after Pitcher Partners buyout. A new Sydney wealth manager for high-net-worth individuals has launched, formed from a buyout of multiple operational aspects of Pitcher Partners’ wealth management arm a... Funds management.
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....
How did Australia’s largest super funds perform in FY22–23?
WEBJul 6, 2023 · Superannuation. AustralianSuper and Australian Retirement Trust (ART) have posted their financial results for the 2022–23 financial year. ART, which has 2.2 million members and over $240 billion in assets under management, saw returns of 10 per cent in its Super Savings Balanced portfolio. Head of investment strategy, Andrew Fisher, said …
Superannuation - Money Management
WEBSuperannuation reverses losses with strong 2023 returns. Super funds have delivered a strong 2023 calendar year result, bolstered by strong international share markets, successfully reversing losses of 4.6 per cent in the previ... INDUSTRY NEWS.
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 …
Financial planning - Money Management
WEBFutureproofing an advice practice as a business owner. With a growing number of advisers now running their own business, they need to pivot their career identity to being a business owner rather than just as a financial advis... INDUSTRY NEWS.
funds - Money Management
WEBLazard Asset Management has reduced the management fee on two of its Australian equity funds for institutional and retail clients....
Top 100 | Money Management
WEBNon-aligned advisers are half of industry. Non-aligned advisers make up one in every two planners, according to the 2015 Top 100 research conducted by Money Management.... Financial planning.
LIFE INSURANCE - Money Management
WEBHigher bar for life insurers in new financial year. The Financial Services Council and Council of Australian Life Insurers have welcomed the new Life Insurance Code of Practice, coming into effect 1 July 2023, that will de... People & Products.