Fidelity rebrands Global Demographics fund

Fidelity-International/global-fund/fund-manager/rebrand/global-equities/

Fidelity International has rebranded its Global Demographics fund following an internal review to align the fund with a low-cost, research investment approach as well as reduced its management fee.

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AFCA seeks four C-suite hires

AFCA/hire/CTO/COO/

With complaints on the rise and an expanded jurisdiction, the Australian Financial Complaints Authority is on the hunt for four C-suite roles, three of which are newly-created positions.

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RLAM launches four global funds for Australian investors

fund-manager/Equity-Trustee/fund-launch/global-equity/

Royal London Asset Management has launched four global funds in Australia with Equity Trustees as its responsible entity as the fund manager builds “solid foundations” here.

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ASIC’s ‘final warning’ shows 15% of advice industry at risk

ASIC/adviser-exits/

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could be on their way out.

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Morningstar ups private credit research amid fund boom

morningstar/private-credit/private-markets/research-house/

Morningstar has become the latest research house to express concern about private credit funds, suggesting it is conducting further checks before handing out a fund rating.

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Alts pivotal to deep HNW client relationships

praemium/Alternatives/HNW/HNW-clients/

As high-net-worth investors look to opportunities in alternatives, Praemium has revealed that advisers who can deliver on this demand tend to have deeper relationships with their clients as they are seeking more involvement in the investment process.

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Hybrid advice key to tackling capacity hurdle

investment-trends/digital-advice/efficiency/advice-gap/

As adviser-client relationships stabilise, Investment Trends’ latest report said digital hybrid advice models are key to addressing the supply-demand gap in Australia.

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Koda Capital partner exits after three years

wealth-managers/departure/amp/

A Koda Capital partner and executive team member, who joined the firm from almost a decade in advice roles at AMP, has departed the wealth manager.

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Centuria acquires specialist fund manager Arrow

Centuria/fund-manager/M&A/acquisition/real-estate/

Real estate fund manager Centuria Capital has acquired Arrow Funds Management, a specialist agriculture fund manager.

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Perpetual raises $267m for Credit Income Trust

Perpetual/fund-manager/credit/fixed-income/

Perpetual has raised $267 million for its Credit Income Trust following strong demand to capitalise on a pipeline of corporate loan opportunities.

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