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Jonathan Belz – Redefining APAC Access to US Private Assets

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‘Hostage situation’ fears amid FAAA’s PY non-compete stance

professional-year/treasury/consultation/

An FAAA recommendation to make PY advisers subject to non-compete clauses would place candidates in a “hostage situation” with their employer and potentially deter new entrants, say commentators.

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Service v experience: Delivering ‘above the line’ advice

"financial-planning"/advice-business/Value-of-Advice/

As the advice industry evolves with technology, two business consultants have said successful advice firms will be those which focus on delivering an “experience” for their clients, beyond just a transactional service.

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Where are the missing third of ASIC exam passers?

professional-year/adviser-exam/education/paraplanners/

While the profession struggles to keep up with strong consumer demand, a third of people who have passed the ASIC adviser exam aren’t actively practising, so where is this missing third?

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Majority of Aussie equity funds underperforming ASX 200

australian-equities/global-equities/funds-management/

Domestic equity managers are lagging the ASX 200 in the first half of the year, according to S&P, with almost three-quarters of Australian equity funds underperforming over the six-month period.

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GSFM welcomes Auscap in latest distribution partnership

GSFM/distribution/fund-management/

GSFM has formed a distribution partnership with Auscap Asset Management to distribute its equities funds in Australia and New Zealand, its 10th distribution partner.

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Private markets FUM boom presenting investor risks: Yarra

private-markets/FUM/Relative-Return/

Amid substantial growth in private markets, Yarra Capital co-head of fixed income Roy Keenan has warned this speed in asset gathering could have unforeseen consequences for investors in the future.

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August inflows see ETF FUM approach $300bn

ETFs/BetaShares/fund-flows/active-ETFs/

ETFs saw almost $5 billion of inflows during August, with international equities gaining double those of fixed income funds, as total assets close in on $300 billion.

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The US alts firm making strides in the Aussie platform market

IMAP/managed-accounts/toby-potter/SMAs/MDAs/

For overseas fund managers coming to Australia, a focus on platforms is critical for achieving growth, according to IMAP chair Toby Potter, flagging iCapital’s partnership with Netwealth as a firm succeeding in this goal.

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