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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Lonsec downgrades Metrics funds months after Count Financial exit call

private-credit/Metrics/ASIC/lonsec/research-houses/

Half a year after Count Financial told its advisers to exit several Metrics Credit Partners funds, research house Lonsec has now downgraded two of these products over governance concerns.

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Australian Unity transforms wealth business with investment bond focus

IOOF/australian-unity/investment-bonds/

Having divested its financial advice business to Fortnum Private Wealth, Australian Unity has shared further details on how it is transforming the wealth arm of the business to focus on investment bonds.

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Lazard AM welcomes global investment head as CEO

Lazard-Asset-Management/CEOs/appointment/asset-management/

Global investment firm Lazard Asset Management has appointed AllianceBernstein’s global head of investment as chief executive, as current CEO Evan Russo prepares to step down after almost two decades at the firm.

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Ausbil launches first active ETF with income offering

Ausbil/active-ETFs/ETFs/australian-equities/

Ausbil has launched its first active ETF in response to adviser demand for a dual-access product offering regular monthly income.

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AT1 phase-out prompts product rethink from ETF providers

active-ETFs/ETFs/fixed-income/bonds/hybrids/Macquarie-Asset-Management/BetaShares/Global-X-ETFs/

ETF providers are considering the phase-out of bank hybrids in their product development plans with billions of fixed income assets set to seek a new home in the coming years.

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‘The PY is just the beginning’: Ensuring successful adviser retention

professional-year/wilsons-advisory/education/retention/

With candidate retention a concern after a professional year, two large licensees have shared how they are structuring their programs to successfully ensure candidates are keen to remain beyond the year.

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How will advisers reallocate their AT1 assets?

fixed-income/bonds/APRA/hybrids/financial-advice/

Financial advisers have been urged to consider the role they are using AT1 hybrids for in client portfolios when it comes to deciding on a suitable fixed income replacement, particularly for their retiree clients.

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Platinum reports $454m outflows, further losses ahead

Platinum/Platinum-Asset-Management/outflows/

Platinum Asset Management has reported its second-highest monthly outflows for 2025 with more expected later this year, thanks to a major client redemption.

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