Money Management (Australia)

Money Management offers precise and insightful editorial content focused on the Australian financial services sector. It covers a range of subjects such as taxation, managed funds, property investments, stocks, risk insurance, master trusts, superannuation, margin lending, financial planning, portfolio building, and investment strategies.

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Fintech firm appoints ex-ANZ head as board executive

5 days ago | moneymanagement.com.au | Shy-ann Arkinstall

Financial services software and technology provider Fin365 has appointed a new executive chairman to the board to support the firm’s strategic growth plans. Fin365 has appointed Scott Hoy, the founder and managing principal of Kirkwall Capital, as an executive director to work alongside the firm’s founder and chief executive Stephen Handley, as well as Greg Davis and Jo Hall.
Advisers demand more guidance from BDMs amid evolving business models

1 week ago | moneymanagement.com.au | Shy-ann Arkinstall

Traditional relationships between advisers and business development managers (BDMs) are evolving, with the expectations for them to provide meaningful guidance to the advice practice.
Padua expands technical team with CFS hire

1 week ago | moneymanagement.com.au | Shy-ann Arkinstall

Padua Solutions has poached an individual from Colonial First State to take on a newly created role focused on overseeing its technical capabilities. Previously with CFS, Dimitri Diamantes has been appointed as a senior technical services manager for Padua Solutions, a newly minted role at the firm designed to further support its growth within the advice market.
‘Wise up or lose out’ as clients demand alts expertise

1 week ago | moneymanagement.com.au | Laura Dew

Wealth managers who lack expertise in alternatives could find themselves at risk of losing clients, according to iCapital, with a shift towards evergreen funds at play in asset allocation. The firm’s Global Advisor Survey 2025 questioned 603 advisers globally and found 96 per cent of respondents said they plan to maintain or increase their exposure over the next year.
GDG appoints Evidentia’s Smith to board

1 week ago | moneymanagement.com.au | Laura Dew

Generation Development Group (GDG) has appointed former Evidentia chief executive Peter Smith as an executive director. Smith will join the board with immediate effect, and the firm said he has experience across wealth management, asset management and private wealth advice, both domestically and internationally. He spent 14 years with NAB across London and Australia before founding investment manager Evidentia in 2018.
Private equity funds ‘lift their game’ to attract wealth managers

1 week ago | moneymanagement.com.au | Laura Dew

The development of semi-liquid private equity funds is providing a way for wealth managers to get easy access to the asset class, according to a panel. Semi-liquid funds are those which offer a greater amount of liquidity while still providing access to illiquid asset classes like private equity and private credit. These options also allow investments of smaller ticket sizes which are more suited to a retail market rather than the large sums invested by institutional players.
Adviser losses quadruple, signalling heavy EOFY losses ahead

1 week ago | moneymanagement.com.au | Shy-ann Arkinstall

With just 10 days left of the financial year, adviser numbers have taken a notable hit with further losses expected as 30 June approaches. In what is shaping up to be a month of four consecutive weekly losses, the latest Wealth Data analysis has reported a net loss of 41 advisers for the week ending 19 June. This is the biggest drop for the calendar year so far and brings the total of advisers down to 15,544.
CFS expands Edge menu with fixed income manager

1 week ago | moneymanagement.com.au | Shy-ann Arkinstall

Colonial First State has announced the latest expansion of the Edge managed accounts menu, with the latest development aimed at supporting advisers and clients’ needs in the fixed income landscape. Less than three months on from the last expansion, CFS has added the Sandstone Income Portfolio, managed by MST Financial, to the CFS Edge platform, building on its existing menu of more than 170 managed accounts.
Fixed income specialists see boosted flows from defensive clients

1 week ago | moneymanagement.com.au | Laura Dew

Only three active asset managers are forecast to see positive flows in the upcoming year, according to Morningstar, with those focused on specialist fixed income or private markets in the best position. In its Australian Asset Manager report for Q2 2025, the research house surveyed seven active asset managers in Challenger, GQG, Insignia, Magellan, Perpetual, Pinnacle and Platinum.
Trump’s whiplash decisions prompting portfolio changes by advisers

1 week ago | moneymanagement.com.au | Shy-ann Arkinstall

Despite the perception that short-term market events shouldn’t affect portfolio decisions, Praemium research finds 60 per cent of advisers have made portfolio changes in response to US President Donald Trump’s decisions. The last several months have seen international markets rocked following Trump’s so-called “Liberation Day”, sparking significant anxiety among investors.