If you are unable to see the message below, click here to view online
MM Newsletter
16 Aug 2024
desktop timertrk_px
Latest News
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1682923939/Money%20Management/arrow-up-down-mm_kqxo3n.jpg
Financial planning
The licensees that led Q2 adviser growth

Adviser Ratings’ quarterly data has uncovered the top 10 financial advice licensees for growth and losses in the second quarter of the 2024 calendar year.

Read More
desktop timertrk_px
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1723701964/Money%20Management/sad-happy-face-mm_awhsii.jpg
Financial planning
How has adviser sentiment changed over the past decade?

Back in 2014, the proportion of optimistic advisers sat at 55 per cent, but how has the past decade and the fallout from the Hayne royal commission changed things?

Read More
d445a8435f184e6da76036b921ecb5d5.gif
Promoted Content
Free e-book: Portfolio Construction Guide 2025

Download Money Management’s Portfolio Construction Guide 2025 to explore and demystify five asset classes that will assist advisers in enhancing portfolio construction strategies.

Download the free e-book
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1707957826/Money%20Management/david-george_sophia-rahmani_mm_kvufo9.jpg
Funds management
Magellan profits spike as firm invests in $22bn fund manager

Magellan has seen its statutory net profit after tax rise by almost a third in FY24, as it announces a minority stake acquisition in a $22 billion investment manager.

Read More
desktop timertrk_px
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1687742816/Money%20Management/businessman-exit-mm_eejrl4.jpg
Funds management
Global X portfolio management head exits

Global X ETFs’ head of portfolio management is set to depart the firm in October, the second major departure alongside outgoing CEO Evan Metcalf’s exit.

Read More
desktop timertrk_px
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1718086805/Money%20Management/growth-blocks-mm_arvq9e.jpg
Financial planning
Adviser inflows boost FY24 NPAT for Fiducian

Fiducian Group has shared its FY24 results, reporting consistent net inflows of $281 million from its adviser network.

Read More
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1693467805/Money%20Management/handshake-mm_kyu8eu.jpg
Funds management
Lazard makes distribution appointment
from PGIM

The former head of Australia wealth at PGIM has taken up a new role as an investment specialist at Lazard Asset Management.

Read More
desktop timertrk_px
Podcast
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1723687110/Money%20Management/kellie-wood-mm_brl74x.jpg
Editorial
Relative Return: The return to favour for
fixed income

In this episode of Relative Return, host Laura Dew chats with Kellie Wood, head of fixed income and deputy head of fixed income and multi-asset at Schroders Australia, to discuss why fixed income is returning to favour after a 12-year wait.

Read More
desktop timertrk_px
Facebook Twitter Linkedin

© 2024 Money Management. All Rights Reserved. You have received this email because you have subscribed to Money Management or a Momentum Media publication. This email has been sent automatically and you cannot reply to it. If you have any questions please contact us directly. You are subscribed to our Bulletin service with this email newsletter@newslettercollector.com. The contents of this newsletter are purely for your information. Click here to read our disclaimer.

Click here to update your email receiving preferences.

Click here to remove yourself from this list or call us on 02 9922 3300.