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How advisers can navigate ESG fund closures

ESG/sustainable-investing/responsible-investing/morningstar/

As the ESG and sustainable investment market undergoes greater consolidation, three commentators explore how financial advisers can explain a fund closure or renaming to their clients.

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AMP North continues digital service transformation

amp/amp-north/North/

In response to adviser feedback, AMP’s North platform has announced further enhancements to streamline the way advisers manage and action client requests on-platform.

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New Minister for Financial Services named to succeed Jones

Stephen-Jones/anthony-albanese/treasury/FSC/Blake-Briggs/

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister.

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The key features of advice practices growing their profitability

Adviser-Ratings/financial-advice/practice-management/profitability/technology/

Those financial advice practices which are seeing the strongest profitability and revenue growth share four similar characteristics in how they run their businesses.

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Looking beyond CRE for private debt exposure

private-credit/private-markets/lgt-crestone/

Private wealth manager LGT Crestone has shared how the firm is utilising private debt strategies via a satellite approach and encouraged advisers to look beyond domestic commercial real estate.

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How much are licensees spending on compliance?

Holley-Nethercote/compliance/ASIC/

The latest annual compliance survey from law firm Holley Nethercote has found licensees are reducing their annual compliance spending, but future DBFO reform could see this change going forward.

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International ETFs among top April buys

financial-advice/ETFs/AUSIEX/

Advisers sought to capitalise on market turbulence caused by US President Donald Trump’s tariffs in April, according to AUSIEX, with international ETFs remaining a popular buy.

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GQG Partners FUM rises for fourth month

GQG-Partners/Rajiv-Jain/funds-under-management/

GQG Partners has reported its fourth consecutive month of gains, bringing total funds under management to US$163.6 billion.

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Northern Trust AM appoints global co-CIOs

Northern-Trust/chief-investment-officer/appointments/

Northern Trust Asset Management has promoted two individuals to the position of global co-chief investment officers.

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Relative Return: What to consider when choosing a private debt fund

Podcast/Relative-Return/

In this episode of Relative Return, host Laura Dew chats with Andrew Lockhart, managing partner at Metrics Credi

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