Winner of Executive of the Year – Funds Management 2025
NEWS AND RESEARCH
While M&A has ramped up nationwide, three advice heads have explored Western Australia’s emergence as a region of interest among medium-sized…
Former CEO of Global X ETFs Australia, Evan Metcalf, has taken up a new position at a specialist ETF provider.
BlackRock has expanded its iShares fixed-income ETF range, with a global bond fund designed as a ‘building block’ for Australian advisers.
A failure to maintain operations and governance models could prove problematic for private managers in the future as their funds grow in popularity…
The Australian Financial Complaints Authority has reported an 18 per cent increase in investment and advice complaints received in the financial year…
EY has broken down which uses of artificial intelligence are presenting the most benefits for wealth managers as well as whether it will impact…
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
215.17 3 y p.a(%)
2
Loftus Peak Global Disruption Fund Hedged
118.15 3 y p.a(%)
3
Global X 21Shares Bitcoin ETF
75.00 3 y p.a(%)
4
UBS Solactive Global Pure Gold Miners UCITS ETF Dis USD
61.11 3 y p.a(%)
5
Global X Ultra Long Nasdaq 100 Complex ETF
60.93 3 y p.a(%)
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INVESTMENT INSIGHTS
EQUITIES
Private markets manager Fortitude Investment Partners has launched an evergreen small-cap private equity fund. ...
ETF provider Global X has expanded its GARP ETF range with the launch of a vehicle focusing on Australian equities. ...
Domestic equity managers are lagging the ASX 200 in the first half of the year, according to S&P, with almost three-quarters of Australian equity funds underperforming ov...
Ausbil has launched its first active ETF in response to adviser demand for a dual-access product offering regular monthly income. ...
Betashares has expanded its equity range, launching its latest Australian equity ETF and reducing the management fee on its existing global dividend ETF....
FIXED INCOME
BlackRock has expanded its iShares fixed-income ETF range, with a global bond fund designed as a ‘building block’ for Australian advisers. ...
Franklin Templeton has continued the review of its fixed-income fund range, with multiple changes announced across 15 funds, including several management fee reductions. ...
PIMCO has announced the launch of a new active fixed-income ETF, marking its fifth active solution on the Australian market after the launch of four ETFs earlier in the y...
In this new series in partnership with MFS Investment Management, delve into all things fixed income and discover how you can use the asset class to build better client p...
Advisers should be wary of allocating too heavily to fixed income ETFs, believes BondAdviser’s Charlie Callan, as it could present a diversification risk if the vehicle i...
MANAGED ACCOUNTS
Russell Investments has partnered with financial advice firm Invest Blue to launch a managed portfolio offering to deliver broader private market access for Australian ad...
While efficiency remains a top priority for Australian advisers, State Street has revealed the profession is now juggling this desire with the need to maintain personalis...
Vanguard has launched a suite of five model portfolios in partnership with Lonsec Investment Solutions to offer active-passive solutions for financial advisers....
ASIC commissioner Alan Kirkland has detailed the regulator’s intentions to conduct surveillance on licensees and advisers who are recommending managed accounts, noting a ...
As private markets garner mainstream attention, a panel of experts believe access to the asset class through managed accounts will become more widely available, providing...
FINANCIAL PLANNING
While M&A has ramped up nationwide, three advice heads have explored Western Australia’s emergence as a region of interest among medium-sized firms vying for growth oppor...
The Australian Financial Complaints Authority has reported an 18 per cent increase in investment and advice complaints received in the financial year 2025, rebounding fro...
EY has broken down which uses of artificial intelligence are presenting the most benefits for wealth managers as well as whether it will impact employee headcounts....
Advice licensee Sequoia Financial Group has promoted Sophie Chen as an executive director, following her work on the firm’s Asia Pacific strategy. ...
The former licensee of Anthony Del Vecchio, a Melbourne adviser sentenced for a $4.5 million theft, has seen its AFSL cancelled by ASIC after a payment by the Compensatio...
PEOPLE & PRODUCTS
Lonsec Research and Ratings has appointed a head of sales, completing the leadership team to boost its reach with financial advisers....
Allianz Retire+ has announced major leadership changes with the appointment of a new CEO and distribution heads to help expand its presence across the wealth channel....
The RBA assistant governor (business services) is set to speak at the Women in Finance Summit 2025, taking place this November....
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025. ...
Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certan...
FUNDS MANAGEMENT
Former CEO of Global X ETFs Australia, Evan Metcalf, has taken up a new position at a specialist ETF provider. ...
BlackRock has expanded its iShares fixed-income ETF range, with a global bond fund designed as a ‘building block’ for Australian advisers. ...
A failure to maintain operations and governance models could prove problematic for private managers in the future as their funds grow in popularity with a retail and whol...
Russell Investments has partnered with financial advice firm Invest Blue to launch a managed portfolio offering to deliver broader private market access for Australian ad...
Franklin Templeton has continued the review of its fixed-income fund range, with multiple changes announced across 15 funds, including several management fee reductions. ...
SUPERANNUATION
Data and technology provider Novigi has acquired Iress’ superannuation consulting and managed services business from Apex Group. ...
AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...
Unveiling its performance for the calendar year 2024, AMP has noted a “careful” investment in bitcoin futures proved beneficial for its superannuation members....
SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...
The second tranche of DBFO reforms has received strong support from superannuation funds and insurers, with a new class of advisers aimed to support Australians with thei...
LIFE/RISK
The Federal Court has dismissed a conflicted remuneration case brought by ASIC against the director of life insurance distributor Freedom Group, where Bali holidays and V...
Policy and advocacy specialist Benjamin Marshan has left the Council of Australian Life Insurers after less than a year, having joined in March from the Financial Plannin...
The declining volume of risk advisers meant KPMG has found a rising lapse rate for insurance policies arranged by independent financial advisers, particularly in the TPD ...
The Life Insurance Code of Practice has transferred from the Financial Services Council to the Council of Australian Life Insurers....
The firm has announced it will no longer be writing new life insurance policies in the retail advised and corporate group insurance channels, citing a declining market an...
ACCOUNTING
Australian Ethical has reported its net profit after tax (NPAT) fell 15% to $9.6 million for the year ended 30 June, while its underlying profit after tax (UPAT) declined...
Insignia Financial has announced a 59% increase in its underlying net profit after tax (UNPAT) to $234.5 million in FY22....
Having completed their educational qualifications, those advisers who remain in the industry are reporting being “run off their feet” with new clients....
With October being Mental Health Month, it’s a good opportunity for people in the profession to look out for each other’s mental health....
The Administrative Appeals Tribunal has rejected an application by a former tax agent to stay a Tax Practitioners Board decision to terminate his registration with the ma...
POLICY & REGULATION
The Reserve Bank of Australia (RBA) has lowered rates to a level not seen since mid-2023....
Financial Services Minister Stephen Jones has shared further details on the second tranche of the Delivering Better Financial Outcomes reforms including modernising best ...
The Federal Court has found a company director guilty of operating unregistered managed investment schemes and carrying on a financial services business without holding a...
The Governance Institute has said ASIC’s governance arrangements are no longer “fit for purpose” in a time when financial markets are quickly innovating and cyber crime b...
Compliance professionals working in financial services are facing burnout risk as higher workloads, coupled with the ever-changing regulation, place notable strain on sta...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...