Portfolio Construction Guide 2025: A comprehensive guide to portfolio construction for financial year 2024–25

Welcome to our Money Management special report, where we explore and demystify five asset classes for financial advisers.

This report is divided into five chapters, each featuring insights from a manager specialising in their respective field. Our partners provide analysis on the performance of their asset classes, their integration into client portfolios, and the current opportunities they observe.

Specifically, this e-book will cover:

Global equities with Capital Group
Commercial real estate opportunities with Metrics Credit Partners
Global private credit with Pengana Capital Group
Australian small-cap equities with Maple-Brown Abbott
Retirement income with Allianz Retire+

On behalf of Money Management and our partners, we hope you enjoy this report.

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As we approach Money Management's 30th Anniversary gala, Managing Editor, Mike Taylor, sat down with media heavyweight and Money Management founder, David Koch, to trace the genesis of Australia's longest-running financial services publication, and the colourful personalities that have shaped the industry.

First Guardian RE directors see travel restraints order imposed

ASIC/court/

| By Keith Ford |

Financial planning

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets.

AUTHOR

Keith Ford

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Which licensee has the largest share price growth of FY25?

licensees/share-price/australian-equities/equities/

| By Laura Dew |

Financial planning

For the 2025 financial year, all but one listed advice licensee has reported double-digit share price growth – but which licensee has seen the best performance and what activities have they enacted during the period?

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Insignia Financial bidder mulls latest takeover offer

insignia/insignia-financial/private-equity/

| By Keith Ford |

Financial planning

CC Capital, the last remaining player in the bid to acquire Insignia Financial, is still yet to finalise its offer, the firm has informed the market.

AUTHOR

Keith Ford

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Advisers identify platforms leading the field in 2025

platforms/research/financial-advice/technology/

| By Staff |

Financial planning

The top-performing investment platforms of 2025 have been revealed in the latest Money Management Advice Tech Review Survey by Agile Market Intelligence.

AUTHOR

Evidentia Group confirms exec leadership team

lonsec/generation-development-group/managed-accounts/

| By Laura Dew |

Financial planning

Evidentia Group has confirmed its new executive leadership structure, having been formed from the merger between Evidentia and Lonsec Investment Solutions, to shape the future of managed accounts.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Bitcoin ETFs on the rise, but advisers are skeptical

bitcoin/ETFs/crypto/cryptocurrency/

| By Laura Dew |

Funds management

VanEck’s Bitcoin ETF has amassed $290 million in assets in its first year, but the ETF provider has said financial advisers remain skeptical of the asset.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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ASIC’s banning actions against advisers in FY25

ASIC/financial-advice/banning/exam/

| By Laura Dew |

Financial planning

Money Management rounds up actions ASIC took against advice individuals in FY25 from exam falsifications to dishonest conduct.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Reliefs introduced to help licensees with reportable situations

ASIC/AFSL/enforcement/compliance/

| By Laura Dew |

Financial planning

Having proposed changes earlier this year, ASIC has clarified how it will support licensees with additional relief under the reportable situations regime.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

View articles by Laura