Latest News | Money Management
2024年12月19日 · Adviser Ratings shares five ways that financial advice changed in 2024 with an optimistic outlook for 2025, thanks to the Delivering Better Financial…
5 ways advice changed in 2024 - Money Management
2024年12月19日 · Adviser Ratings shares five ways that financial advice changed in 2024 with an optimistic outlook for 2025, thanks to the Delivering Better Financial Outcomes (DBFO) legislation. With 2024 coming to a close, the Australian financial advice industry has reached a “pivotal moment of transformation ...
News - Money Management
Fund managers are entering 2025 with the most bullish sentiment since August 2021 and record high allocations to US equities, thanks to the incoming Trump administration....
The hottest topics for advisers in 2024 | Money Management
3 天之前 · As the year draws to a close, a new report has explored the key trends and areas of focus for financial advisers over the last 12 months. Collating data from over 9,000 users, Ensombl’s Adviser Wrapped found technology among the most common discussions across the adviser sector. Conversations ...
About us - Money Management
Target audience Aimed primarily at financial planners and dealer group principals, Money Management is also widely read by fund managers, accountants, bankers, insurers and government. Editorial coverage Money Management provides accurate, informative and insightful editorial coverage of the Australian financial services market, with topics including taxation, managed funds, property ...
Advice opportunity as billionaires rise in Australia
2024年12月17日 · Locally, the number of billionaires increased from 41 in 2023 to 43 in 2024, marking a rise of 4.9 per cent. There was a 16.3 per cent rise in Australian billionaire wealth from US$173.5 billion last year to $201.8 billion this year.
How did Aussie fund managers fare in FY24? | Money Management
2024年9月9日 · 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 …
Thriving in the ‘brave new world of advice’ | Money Management
2024年11月5日 · Adviser Ratings has pinpointed five key trends characterising the future of the Australian financial advice profession. The research house’s quarterly Musical Chairs Report for Q3 2024 explored several themes that are currently emerging in the advice sector.
Financial stress in Australia hits decade-high: AMP
2024年10月8日 · Financial stress levels among working Australians has reached its highest point in a decade, AMP has reported. The firm’s Financial Wellness report examined the state of financial stress and wellbeing among 2,475 Australians aged 18 years and over.
Managed accounts see 50% rise in adviser usage - Money …
2024年2月27日 · “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.”