Latest News | Money Management
2 days ago · Money Management is a website that covers news, research and insights for financial planners, advisers, fund managers and other professionals in the industry. Find the latest updates on funds management, policy and regulation, awards, events and more.
News - Money Management
With multiple funds seeing assets frozen, three platforms have shared with Money Management how they guard against holding a troubled product and how much responsibility ...
How did Aussie fund managers fare in FY24? | Money Management
Sep 9, 2024 · 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 ones, and …
Are you with the top 10 super fund of 2022–23? - Money …
Jul 17, 2023 · Source: SuperRatings, July 2023. SuperRatings observed that in 2023, funds have managed to deliver a competitive outcome during uncertain times, with funds that invested between 60 and 76 per cent of their portfolio in growth …
Aussies overestimating funds needed for comfortable retirement
Apr 24, 2024 · Colonial First State (CFS) research has highlighted how much advised and unadvised Australians believe they will need to retire comfortably. The investment firm’s Rethinking Retirement Report 2024, surveying over 2,200 Australians including 430 retirees, revealed how much Australians expect they will need to retire with.
Aussie wealth management amounts to $3.06t
Aug 18, 2021 · Michele Levine, chief executive officer, Roy Morgan, said that despite the COVID-19 pandemic and significant worries at that time about the durability of the Australian economy as well as key financial assets such as housing, stock-market investments and traditional banking and wealth management accounts, the majority of these fears proved largely unfounded.
Managed accounts see 50% rise in adviser usage - Money …
Feb 27, 2024 · “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.”
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 …
About us - Money Management
Money Management is a publication for financial planners, dealer group principals and other professionals in the wealth management industry. It covers topics such as taxation, superannuation, investment strategies, events and awards.
The state of financial wellbeing in Australia - Money Management
Mar 14, 2023 · Such statistics could not be taken lightly when financial wellbeing was intrinsically linked to the overall physical, mental and social health of individuals and communities, said Caroline Stewart, chief executive of Ecstra Foundation, a charitable organisation committed to building financial wellbeing.