Reflecting on ‘whirlwind’ first year of running an advice firm; HNW female investors defying ‘risk-averse’ stereotypes

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26 Mar 2024

Latest News Financial Planning Reflecting on 'whirlwind' first year of running an advice firm One year after launching their own financial advice businesses, two advisers share their reflections with Money Management including the challenge of balancing steady growth as a smaller practice. Read More Financial Planning HNW female investors defying 'risk-averse' stereotypes While previous data often portrays female investors as more risk-averse and unconfident compared to male counterparts, JBWere research shows high-net-worth women have similar risk profiles to men. Read More Promoted Content Global giants and hidden gems in equity investing Actively managed global equity investments are on investors' radars in 2024, given the mixed outlook for global economic growth. Explore Macquarie's active ETF solutions. Funds Management Perpetual appoints Charles River for Australian asset management business Perpetual has appointed Charles River Development – part of State Street – to manage the front office operations of its Australian asset management business. Read More Funds Management Do diversified portfolios still pay off for clients? It is becoming harder for financial advisers to build investment portfolios as Morningstar finds broad portfolio diversification has failed to add value in recent years compared to a vanilla portfolio of equities and bonds. Read More People & Products Allianz Retire+ makes wealth management appointment Allianz Retire+ has appointed Brendon Rodda from PIMCO as chief distribution officer for wealth management. Read More Financial Planning Former economics committee chair Wilson plots political return Former chair of the House of Representatives' Standing Economics Committee, Tim Wilson, is planning a return to politics after losing his seat in the 2022 federal election. Read More Feature Features Culture is king: Retaining PY talent in advice Retaining new entrants in the advice industry as they complete their Professional Year is a key focus for advice firms in 2024, with younger generations increasingly valuing workplace culture more than ever. Read More

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