Wealth managers who lack expertise in alternatives could find themselves at risk of losing clients, according to iCapital, with a shift towards evergreen funds already at...
The development of semi-liquid private equity funds is providing an easier way for wealth managers to access the asset class, according to a panel, while firms are substa...
Generation Development Group has appointed former Evidentia chief executive Peter Smith as an executive director. ...
Equity Trustees has paid three infringement notices issued by ASIC in which the corporate regulator alleged it made misleading statement about investments in a sustainabl...
Only three active asset managers are forecast to see positive flows through to FY29, according to Morningstar, with those focused on specialist fixed income in the best p...
Platinum Asset Management has provided an update on the possibility of a merger with asset manager L1 Capital following a period of due diligence....
Fund manager Pacific Current has appointed a former superannuation chief executive as its newest chair, succeeding Tony Robinson who departs after almost a decade to focu...
The possibility of a private credit ETF is looking unlikely for now with US vehicles seeing limited uptake, according to commentators, but fixed income alternatives exist...
Ahead of the approaching end of the financial year, State Street has shared five tips for advisers who are using ETFs in their client portfolios. ...
BT has appointed global fund manager Wellington Management to launch the Global Opportunistic Value Fund for Australian financial advisers. ...
The use of active ETFs in model portfolios by financial advisers is a key factor in the growth of the products for iShares, according to BlackRock. ...
Global asset manager BlackRock has identified bringing private markets to the wealth channel as a key business area for the firm that could generate US$500 million in rev...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...