Latest News | Money Management
4 days ago · 6 November, 2024. Magellan FUM flat as firm launches 2 funds. Funds under management at Magellan Financial Group were unchanged in October as the firm launched its first two funds with Vinva Investment Management.... Read more. Funds management. 3 October, 2024. Magellan adds to Airlie portfolio management team.
About us - Money Management
[email protected]. 02 9922 3300. Russell is a media executive with a career spanning 15+ years working across a range of professional sectors, including marketing, mortgages, real estate, wealth, legal and small-to-medium enterprises. He is the commercial growth director at Momentum Media, where he develops and implements ...
News - Money Management
Platform v adviser: Who decides on product selection? 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 ... Financial planning.
Which wealth platform saw the highest FUA growth in 1H24?
Mar 6, 2024 · HUB24 recorded the highest growth in total funds under administration (FUA) of $18.2 billion (25 per cent) to $91.2 billion from $73 billion in the previous period. The platform underlying net profit after tax (NPAT) grew 14 per cent to $30.4 million in the past six months, while the firm is expecting record net inflows for the full year of $16 ...
Managed accounts see 50% rise in adviser usage - Money …
Feb 27, 2024 · In 2023, 54 per cent of advisers surveyed said they were using managed accounts for all or a portion of their clients, up from 49 per cent in 2022. The total is a 50 per cent rise from statistics five years ago, when only 36 per cent were using them in 2019. Reasons for advisers to favour the vehicle include personalised solutions, compliance ...
White paper - Money Management
The ‘recipe for success’ of highly profitable advice firms. 2 months 2 weeks ago. Find the latest white papers produced by Money Management, providing accurate, informative and insightful editorial coverage of the Australian financial services market.
Are you with the top 10 super fund of 2022–23? - Money …
Jul 17, 2023 · The $34 billion fund delivered a 13.3 per cent return in the last 12 months, followed by Vision Super (11 per cent) and Brighter Super (10.6 per cent). The top five performing balanced options were rounded up by UniSuper (10.3 per cent) and Equip Super (10.1 per cent). SuperRatings said fund options classed as balanced are those with between 60 ...
Aussie wealth management amounts to $3.06t
Aug 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 Australia and ...
Which platform scores highest with advisers? | Money Management
Feb 21, 2022 · In the latest annual platform report from Investment Trends, Netwealth has claimed the top spot with a satisfaction score of 91.5% for its overall platform functionality. This was followed by HUB24 (91.1%), which came top in 2020, Praemium (89.3%), BT Panorama (85.1%) and Mason Stevens (82.6%). In its Platform Benchmarking and Competitive ...
Editorial - Money Management
Fixed income finding its place. In Money Management’s panel discussion on the latest trends in the fixed income space, industry experts discuss the role fixed income should play in a client’s portfolio.... Read more. Editorial.