If you are unable to see the message below, click here to view online
MM Newsletter
06 May 2024
desktop timertrk_px
Latest News
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1706848292/Money%20Management/old-man-thinking-retirement-mm_nwpojz.jpg
Financial planning
The lone rangers: Are solo advice practices becoming the norm?

Single adviser-led firms continue to expand their footprint in the Australian advice ecosystem, Adviser Ratings research shows, as market conditions prove favourable for boutique practices.

Read More
desktop timertrk_px
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1689574316/Money%20Management/coins-cut-mm_iojslg.jpg
Funds management
Asset managers examine product ranges in cost-cutting bid

Almost 70 per cent of asset managers are planning to control costs via product rationalisation, according to a global survey by Northern Trust, as they seek to offer clients a best-in-class experience.

Read More
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1691113398/Money%20Management/janus-henderson-building-mm_kixyuo.jpg
Funds management
Janus Henderson responds to client demand with two acquisitions

Asset manager Janus Henderson has made two acquisitions in the ETFs and emerging markets space as it takes strategic steps to meet client needs.

Read More
desktop timertrk_px
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1685591803/Money%20Management/merger-puzzle-mm_js0pa0.jpg
Funds management
The need for collaboration to avoid greenwashing

Fund managers should work collaboratively with data providers to minimise greenwashing risks in their products as a positive ESG score can be a “game changer” for a fund’s demand with advisers.

Read More
desktop timertrk_px
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1693380791/Money%20Management/hugh-humphrey-count-mm_xsapuu.jpg
Financial planning
Count upgrades cost synergies from Diverger deal by $1m

Having completed the successful integration of Diverger, Count has upgraded its forecast for expected synergy benefits achieved by the acquisition by a third.

Read More
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1693378630/Money%20Management/financial-planning-team-mm_hdczf8.jpg
Financial planning
HNW alternative demand spells advice opportunity

With HNW investors representing the largest market for alternative assets, Praemium and CoreData research underscores why this presents a compelling opportunity for advisers.

Read More
desktop timertrk_px
Feature
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1687325093/Money%20Management/coin-jars-super-mm_nlm38d.jpg
Features
Is now time to switch clients from cash
to bonds?

Asset managers have shared how it may be time for advisers to switch clients out of cash and term deposits and back into bonds.

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.