June adviser losses surpass 100

Wealth-Data/financial-advice/Colin-Williams/EOFY/

After a brutal month for adviser numbers, the net loss for June now stands at more than 100 advisers, but the financial year is still on track to end in positive territory.

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Efficiency viewed as greatest platform differentiator for advisers

platforms/CFS/mlc/insignia/Adviser-Ratings/

Two advice platforms have been identified by Adviser Ratings as standouts for efficiency as time-pressured advisers become evermore fickle in their platform selection.

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Aussie investors lean into volatility with $8.6bn managed fund flows

Calastone/australian-equities/multi-asset/managed-funds/fund-flows/

Australian investors have made “extraordinary” flows into managed funds since the start of the year, more than 20 times the same period a year ago.

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Regal Partners buys into hotel investor ahead of fund launch

Regal-Partners-Limited/M&A/Alternatives/

Regal Partners has announced its latest alternatives acquisition, taking a 50 per cent stake in real estate and advisory platform Ark Capital Partners ahead of a future hotel strategy launch.

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BFG partners with Briefcase on direct indexing tech

Bell-Financial-Group/technology/

Bell Financial Group has partnered with investment solution provider Briefcase to deliver access to direct indexing technology to its clients.

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Winners crowned at Fund Manager of the Year Awards 2025

Fund-Manager-of-the-Year/FMOTY/fund-management/awards/

More than 20 winners have been revealed for the annual Fund Manager of the Year Awards.

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Relative Return Insider: Conflict, defence spending, CPI, and a not-so-beautiful bill

Podcast/Relative-Return/

     

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FSC calls for per capita CSLR levy limit

CSLR/FSC/financial-advice/

The Financial Services Council has recommended implementing a per capita limit per annum for financial advisers when it comes to the CSLR levy to allow them to expand their business without levy uncertainty.

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Wealth managers look to active management for outperformance potential

Schroders/wealth-management/active-management/

| By Miranda Brownlee |

Wealth managers are planning to increase their use of active strategies as they believe active management offers diversification and outperformance potential for their clients, according to Schroders.

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Pinnacle’s Macoun backs Metrics’ future with share sale

Pinnacle/Metrics/australian-equities/fund-managers/

Pinnacle’s managing director Ian Macoun has offloaded a 1.73 per cent stake in the company, with plans to reinvest the proceeds into funds managed by Metrics Credit Partners.

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