Powered by MOMENTUM MEDIA
moneymanagement logo
 

Don’t let private credit hype override due diligence: Pitcher Partners

private-capital/private-credit/private-debt/Pitcher-Partners/

Pitcher Partners has urged caution about the use of private credit funds, despite a widespread push by fund managers on the benefits of the products.

Read more about:

AUTHOR

AFSL cyber security failures on ASIC’s radar in 2025

ASIC/enforcement/compliance/AFSL/Joe-Longo/

A closer watch on licensees that fall short on cyber security protections is among a dozen new enforcement priorities announced by the corporate regulator for 2025.

Read more about:

AUTHOR

Relative Return Unplugged: The global impacts of a week of Trump

Podcast/Relative-Return/

In this episode, hosts Maja Garaca Djurdjevic and Keith Ford take a look at what’s making news in the investment

AUTHOR

Uncovering the Broader Landscape of Innovation

Premium-Content/

Read more about:

AUTHOR

Second bidder emerges for Selfwealth acquisition

selfwealth/M&A/platforms/

Just one day after Selfwealth received a “highly attractive” acquisition bid from Bell Financial Group, it has received a second non-binding indicative proposal from a rival.

Read more about:

AUTHOR

Insignia's ambitious $1.3m revenue per adviser target by 2030

insignia/insignia-financial/financial-advice/

Insignia Financial is targeting its salaried financial advisers increase their revenue per adviser by 62.5 per cent over the next five years.

Read more about:

AUTHOR

Private markets capability critical to LGT-CBA deal

lgt-crestone/CBA/commonwealth-bank/private-markets/

LGT Crestone chief executive Michael Chisholm believes the firm was chosen to acquire Commonwealth Bank’s personal advice arm due to its strong private market capability.

Read more about:

AUTHOR

The succession fund helping advisers enjoy la dolce vita

succession-plans/SUCCESSION-PLANNING/financial-advice/lending/

AWAG and Teaminvest Private Group have teamed up to offer a succession lending fund to help advice principals navigate succession planning and enjoy their retirement.

Read more about:

AUTHOR

Australian Ethical fixes gaze on adviser market

Australian-Ethical/responsible-investing/sustainability/ethical-investing/financial-advice/

With nearly one-third of financial advisers utilising Australian Ethical’s investment options, expanding its advised channels remains a key focus for the firm.

Read more about:

AUTHOR

CFS Edge expands menu with new international managed accounts

colonial-first-state/CFS/managed-accounts/platforms/

Advisers will now be able to tap into global markets on the platform through international signature managed accounts from global managers like T. Rowe Price and Lazard.

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 5 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 5 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 6 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 5 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 3 days ago