News

Platinum scraps LIC conversion after L1 Capital opposition

The possibility of a dissenting vote from shareholder L1 Capital has led Platinum Asset Management to scrap its conversion plan for the $450 million Platinum Capital LIC ...

Financial planning

Private wealth head zones in on advice efficiency

Shaw and Partners’ new national head of private wealth believes the biggest challenge for financial advisers right now is being able to deliver efficient advice delivery ...

Financial planning

Orbis targets advised retail audience with marketing hire

Global equity manager Orbis Investments has appointed a head of marketing from Capital Group as it becomes the latest manager to target advised retail investors. ...

Funds management

‘Enough is enough’: Takeover bid made for commercial property fund

Family office Lederer Group has made an off-market takeover bid for ASX-listed Elanor Commercial Property Fund, with chair Paul Lederer taking exception at the firm’s lac...

Financial planning

Gender imbalance in advice hindering intergenerational wealth transfer

While Australia prepares for the $3.5 trillion intergenerational wealth transfer, two female advisers have discussed why women may be detracted from seeking advice and th...

Financial planning

Betashares backs fixed income boom with global ETF

ETF provider Betashares has launched a global bond ETF as investors pour billions into cash and fixed income ETFs....

Funds management

Janus Henderson seeks private wealth firms for strategic partnerships

Janus Henderson is actively seeking to partner with private wealth firms in Australia as it looks to expand its number of strategic partnerships, as well as focus on reti...

Financial planning

Sequoia ramps up APL scrutiny with new committee

Danielle Press, a former ASIC commissioner, is to chair a new AFSL committee set up by Sequoia which seeks to improve governance practices and review its approved product...

Financial planning

The cultural dealbreaker in advice M&A

Two commentators have shared why cultural alignment can be the biggest deal breaker when it comes to advice M&A and how to ensure a successful fit. ...

Editorial

Relative Return Insider: Productivity stagnation and the path forward

In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to discuss Australia’s stagnating productivity ahead of the government’...

Features

Going above and beyond: Is there value in additional education?

Formal education has played a large role in enhancing the advice profession over the last decade but, with the bar now so high, two advisers debate whether it is necessar...

Financial planning

Avoiding distractions from excessive private market choice

With an abundance of private market options coming to market, due diligence becomes increasingly important as advisers separate the wheat from the chaff, adviser Charlie ...