The fund selection consideration for real assets

UBS/State-Street/real-assets/real-estate/infrastructure/

Real asset commentators have shared what advisers should be considering when conducting their due diligence on the assets and how they can mitigate illiquidity for retail clients.

Read more about:

AUTHOR

Redemption pressures impact GQG flows in H1

ETFs/GQG-Partners/financial-results/

GQG Partners has announced net flows were down 28 per cent in the first half of 2025, with redemption pressure particularly hitting Australia.

Read more about:

AUTHOR

Betashares launches low-cost EM ETF

ETFs/active-ETFs/BetaShares/emerging-markets/

Betashares has launched a complex ETF focused on emerging market equities, helping advisers and investors to diversify beyond domestic and US exposure.

Read more about:

AUTHOR

Pengana LIC seeks restructure with global private credit move

Pengana-Capital-Group/private-credit/listed-investment-company/

The $374 million Pengana International Equities listed investment company is seeking to restructure and boost shareholder returns with a move into global private credit.

AUTHOR

FNZ launches AI tool as assets pass US$2tn

fnz/artificial-intelligence/technology/platform/

Global wealth management platform FNZ has reached US$2 trillion in assets on its platform as it launches an Advisor AI solution to improve adviser productivity.

Read more about:

AUTHOR

Australian Wealth Management Awards 2025 winners revealed

wealth-management/financial-advice/awards/

More than 25 winners have been announced at the second annual Australian Wealth Management Awards.

Read more about:

AUTHOR

Former adviser extradited over alleged $4.1m theft

ASIC/theft/New-Zealand/

A former financial adviser has been extradited from New Zealand after being alleged to have misappropriated $4.1 million from 13 clients.

Read more about:

AUTHOR

Triple-digit new entrants boost FY26 gains

financial-adviser-register/Wealth-Data/new-entrants/

Adviser numbers have continued the winning streak for the 2025–26 financial year with the seventh consecutive week in the green, buoyed by a steady flow of new entrants.

AUTHOR

Netwealth’s Heine optimistic after strong adviser growth

netwealth/platform/matt-heine/

Netwealth chief executive Matt Heine has explained the platform is focused on accelerating its share of the affluent advice market as its NPAT reaches $116 million.

AUTHOR

Insignia looks to AI for advice efficiency to meet 2030 targets

insignia/insignia-financial/Scott-Hartley/artificial-intelligence/

Insignia chief executive, Scott Hartley, has said the licensee is “on track” with 2030 revenue and client targets for its advice division, and is looking to AI for future efficiencies.

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

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

2 months 2 weeks 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 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 3 days ago
moneymanagement logo