Turbocharging a wealth brand; Finding your 2IC when scaling up
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MM Newsletter
21 Oct 2024
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Latest News
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Financial planning
Turbocharging a wealth brand

Charlie Viola, founder of private wealth brand Viola Private Wealth, is confident he can find the "best of the best" when it comes to clients and advisers.

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Financial planning
Two's company: Finding your 2IC when
scaling up

Having a trusted second-in-command to handle daily operations is critical for financial advice leaders who are seeking greater work/life balance, according to an advisory firm.

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Funds management
Schroders' Dear takes up senior portfolio manager role

Former Schroders head of fixed income, Stuart Dear, has taken up a new role after leaving the asset manager after almost 12 years.

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Funds management
Australian Ethical sees 24% quarterly FUM rise

Australian Ethical's acquisition of Altius Asset Management has helped its funds under management grow to nearly $13 billion over the September quarter.

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Funds management
RIAA names 11 new responsible investment leaders

Magellan and Hyperion are among 11 new entrants in RIAA's list of responsible investment leaders for 2024, which recognises asset managers leading the ESG space.

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Funds management
International equity ETFs lure Aussies away from domestic bias

Three in four Australian investors are looking to invest in international equity ETFs in the next 12 months, VanEck reports, as Betashares launches its latest product focused on the Nasdaq 100.

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Feature
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Features
Secrets of success: Advice leaders share
their tips

Four advice industry leaders share tips from their career experiences and what has helped progress to their senior leadership positions.

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