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Platinum merger candidate opposes LIC conversion

Platinum/L1-Capital/ETFs/LICs/

L1 Capital, which is in talks to merge with Platinum Asset Management, has indicated it opposes a deal to convert a Platinum LIC into an ETF.

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Evidentia Group appoints quant head from AMP

managed-accounts/hires/appointments/

Evidentia Group has hired a head of quantitative investments who joins the investment firm and managed account provider from AMP.

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Bentham appoints 2 to distribution team

Bentham/bentham-asset-management/fixed-income/distribution/hires/

Bentham Asset Management has become the latest fund manager to expand its distribution team as it reports increased interest in its credit strategies.

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Relative Return Insider: Public-private discussions and the future of markets

Podcast/Relative-Return/

In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford discuss a busy we

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Former NSW adviser banned over cryptocurrency scam investment

ASIC/crypto/scams/banning/

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam.

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ASIC cracks down on finfluencers over unauthorised financial advice

ASIC/finfluencer/enforcement/compliance/

ASIC has sent warning notices to social media finfluencers who it suspects are providing unlicensed financial advice to Australians as part of a global crackdown by international regulators.

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The behavioural conflict from advising multigenerations

financial-advice/financial-adviser/code-of-ethics/intergenerational-wealth/

Financial advisers may be encouraged to work with multiple generations amid the intergenerational wealth transfer, but the FAAA has warned it can cause behavioural conflicts and ethical dilemmas.

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The ‘4 Ps’ of private market investment selection

Franklin-Templeton/private-markets/asset-allocation/

Franklin Templeton has shared four rules for financial advisers when it comes to including alternative investments in client portfolios.

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GQG Partners sees 3% growth in FUM

GQG-Partners/gqg/funds-under-management/

GQG Partners has reported net inflows of US$1.4 billion in May, its fifth consecutive month of inflows reaching more than US$1 billion.

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Fidelity teams up with wealth manager on SMA launch

fidelity/separately-managed-accounts/managed-accounts/global-equities/equities/

Fidelity International has worked in tandem with Australian wealth manager Emanuel Whybourne & Loehr to launch an actively managed global equities strategy aimed at financial advisers.

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