Latest News | Money Management
WEB3 days ago · Funds management. 21 August, 2024. Equity funds suffer $2.2bn outflows in 1H 2024. Equity funds saw $2.2 billion in outflows during the first half of 2024, according to Calastone, despite reporting modest gains in the second quarter. ... Read more. Funds management. 21 August, 2024. Perpetual appoints new CEO.
News | Money Management
WEBPrivate wealth firm launched after Pitcher Partners buyout. A new Sydney wealth manager for high-net-worth individuals has launched, formed from a buyout of multiple operational aspects of Pitcher Partners’ wealth management arm a... Funds management.
The outlook for private credit in 2024 - Money Management
WEBJan 31, 2024 · Growth credit opportunities expected in 2024. Valuation resets for private growth businesses occurred during 2023, in line with public market declines. Limited availability of private growth capital resulted in businesses continuing to refocus on profitability at the expense of growth. Several high-profile insolvencies during the …
Top 100 | Money Management
WEBThe Money Management TOP Financial Planning Group Survey is the longest running annual snapshot of the leading advice groups in the sector....
RETIREMENT - Money Management
WEBAustralians delay retirement as cost-of-living surges. With just one-quarter of Australian workers aiming to retire by the age of 65, many are working into their 70s due to rising economic pressures, according to Equip Super.... Financial planning.
SUPERANNUATION FUNDS - Money Management
WEBMorningstar to expand to superannuation ratings. Morningstar is going to offer research ratings of funds in the $3.5 trillion superannuation sector for the first time in response to demand from financial advisers.... Financial planning.
Aussie wealth management amounts to $3.06t
WEBAug 18, 2021 · The wealth management market has seen a growth of $266 billion during financial year 2020-21 despite the overall share in the financial services market declining by 0.9% points, according to Roy Morgan.
Superannuation - Money Management
WEBSuperannuation reverses losses with strong 2023 returns. Super funds have delivered a strong 2023 calendar year result, bolstered by strong international share markets, successfully reversing losses of 4.6 per cent in the previ... INDUSTRY NEWS.
The changing financial goals of Australian investors - Money …
WEBApr 28, 2023 · As financial goals evolve with market volatility, ensuring adequate income is no longer the number one priority for investors, according to EY Global Wealth Management Research.
wealth management | Money Management
WEBWealth clients consider switching amid complex investment needs. Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch... Funds management.