 Jamie Williamson Managing Editor, Rainmaker Information Pty Ltd Jamie has been the editor of Financial Standard since 2019. Prior to that she was a senior journalist on the Financial Standard team and oversaw FS Advice: The Australian Journal of Financial Planning for several years. Prior to journalism, Jamie worked in PR, specialising in financial services and working with industry associations, advice licensees and boutique fund managers. In addition to Financial Standard, Jamie also regularly contributes to Money magazine. She holds a Bachelor of Communications from the University of Newcastle.
JAMIE WILLIAMSON | MONDAY, 12 OCT 2020 Ethical Investment Advisers principal adviser Karen McLeod shares how the bespoke models her firm built from scratch are helping her clients make a difference. Jamie Williamson writes. Read more JAMIE WILLIAMSON | MONDAY, 7 MAY 2018 First, there was the proliferation of managed funds that saw the advent of master trusts. Then a surge in popularity of direct share ownership saw the creation of investment wraps that quickly infiltrated advice practices, promising efficacy and better ... 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
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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.
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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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