 HUB24 Pty Ltd
HUB24 PTY LTD | MONDAY, 26 JUN 2023 This paper brings together industry experts in ESG investing to discuss how it is spanning generations and influencing how advisers engage with their clients. Read more HUB24 PTY LTD | MONDAY, 21 FEB 2022 HUB24 has developed this paper to illustrate how great advice together with innovative platform capabilities can be leveraged by advisers to deliver enhanced client outcomes which can make a considerable difference to a client's portfolio over t ... Read more HUB24 PTY LTD | TUESDAY, 23 FEB 2021 Financial advisers currently face a challenging environment, with interest rates at historic lows, significant market volatility and increasing regulatory pressure to satisfy clients best interests. Read more HUB24 PTY LTD | MONDAY, 14 SEP 2020 This paper brings together the perspectives gathered by HUB24 of financial advisers, investment managers and research houses who have provided their thoughts on the state of the market, how they are approaching responsible investing and the opportunities ... Read more HUB24 PTY LTD | MONDAY, 15 JAN 2018 In a world where technology is reshaping the way we live, it was always a question of when, not if, digital innovation would change the way consumers manage their money and their wealth. From the advent of online share trading in the mid-1990s, to the ... Read more HUB24 PTY LTD | MONDAY, 7 MAR 2016 It is no secret that financial advisers are under increasing pressure to grow their businesses which means focusing on revenue growth and profitability as well as delivering quality financial product advice to their clients in the context of an increasing ... Read more PAGE: 1 |
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GDG sales hit record as FUM grows 29%
Generation Development Group (GDG) reported stronger funds under management (FUM) across its wealth business in the September quarter, led by record investment-bond sales at Generation Life despite more cautious investor and adviser activity.
Magellan sheds name, enters new focus as Barrenjoey
Magellan Financial Group will retire its name and rebrand to Barrenjoey Capital Partners, as the newly combined group heightens its focus on investment banking, institutional sales, trading and execution services.
Wealthy investors keep cash despite market optimism
Australia's high-net-worth investors remain optimistic about market returns but are retaining significant cash holdings as interest rates, inflation and policy uncertainty complicate investment decisions.
MA Financial locks down flagship private credit fund, shutters another
MA Financial has now suspended all redemptions and applications to its MA Secured Loan Series Fund and will also wind up the MA Secured Real Estate Income Fund.
Further Reading
Cover Story
On the horizon
MICHAEL TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
Tim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't mean just any solution will do. Eliza Bavin writes.
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