News

Relative Return Insider: Conflicting views, confusing markets: Who can you trust?

In the latest episode of Relative Return Insider, hosts Maja Garaca Djurdjevic, Shane Oliver, and Keith Ford unpack the twists and turns of today’s markets – from credit ...

Financial planning

Beating the risk of deal fatigue in advice M&A

With an advice M&A deal taking around six months to enact, two experts have shared their tips on how buyers and sellers can avoid “deal fatigue” and prevent potential dea...

Funds management

Women prioritising social media advice over professionals

Women are expected to inherit US$124 trillion through the intergenerational wealth transfer, but Capital Group has found they are twice as likely to rely on social media ...

Funds management

Challenger IM raises $350m for listed credit structure

Challenger Investment Management has raised $350 million during the offer period for its new ASX-listed investment structure....

Funds management

Research houses divided on Metrics' private credit funds

A week after Lonsec downgraded multiple funds from Metrics Credit Partners, rival research house Zenith Investment Partners has opted to retain its ratings for the same f...

Funds management

Praemium sees $1bn inflows to HNW Spectrum offering

Strong adviser engagement has helped Praemium reach $1 billion in inflows on its Spectrum offering, with a deal with Western Australian wealth firm Euroz Hartleys expecte...

Financial planning

Women in Finance Awards 2025 finalists revealed

Several financial advisers have been shortlisted in the ninth annual Women in Finance Awards 2025, to be held on 14 November. ...

Financial planning

Could digital advice tools place licensees at risk of class action?

Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from ...

Financial planning

Shaw and Partners, Ords both in growth mode with wealth appointments

Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley. ...

Financial planning

Optimistic Aussie investors targeting 10% annual gains

Australian investors are more confident than their APAC peers in reaching their financial goals and are targeting annual gains of more than 10 per cent, according to Fide...

Financial planning

Zenith loses another veteran, appoints portfolio solutions head

Zenith Investment Partners has lost its head of portfolio solutions Steven Tang after 17 years with the firm, the latest in a series of senior exits from the research hou...

Funds management

Franklin Templeton closes bond fund over insufficient AUM

Franklin Templeton has announced it will close its Australian Core Plus Bond Fund, having changed two fixed income funds in its Brandywine range last week. ...