Efficiency bottlenecks hinder client capacity growth

CFS/efficiency/financial-advisers/clients/

Advisers are now serving more ongoing clients, according to a CFS report, but efficiency limitations continue to hinder the 82 per cent looking to serve more.

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The super switching 'arms race' around technology: Mulino

scams/financial-advice/technology/

The advice industry is in an “arms race” according to minister for financial services, Daniel Mulino, ar

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RAM strengthens funds management team with executive appointment

Real-Asset-Management/real-estate/funds-management/appointments/hires/

Real Asset Management has appointed a head of funds management- real estate to support its growing property team as the firm expands its diversified real estate platform.

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T. Rowe Price taps Oak Hill for alternative credit fund

T-Rowe-Price/credit/multi-asset/

| By georgie preston |

T. Rowe Price has launched a multi-strategy credit fund in partnership with US firm Oak Hill Advisors to bring the strategy to Australia for the first time.

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Clime IM closes two retail funds

Clime-Investment-Management/retail-funds/wholesale/

The outlook for small-scale retail funds may be “terminal” and has prompted Clime Investment Management to close two of its Australian funds.

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Industry fearful of CSLR cost prompting shift to wholesale advice

financial-advisers/CSLR/adviser-exits/Sarah-Abood/

The FAAA is hopeful the education and experience pathway deadline will be the “last big thing” that could cause an adviser exodus but concern now turns to advisers moving to the wholesale space.

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What does Insignia’s acquisition forecast for Australian M&A in 2026?

insignia-financial/M&A/trends/

Insignia Financial’s acquisition by CC Capital is among the top five largest Australian M&A deals of the last 12 months, with the deal demonstrating not one but two key trends in the M&A environment.

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Advice firm driving private market access for retail clients with SMA

Invest-Blue/private-markets/managed-account/launch/

Invest Blue’s managing director says the firm is aiming to implement responsible private market access to its retail clients following the launch of its SMA last month.

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AMP launches next phase of digital advice offering

amp/digital-advice/launch/

After launching its digital advice offering earlier this year, AMP has announced the next phase of its strategy, providing its users with more personalised guidance.

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Global X appoints former CFS director to head marketing role

global-x/ETF/hire/CFS/ETFs/

| By georgie preston |

Global X has appointed a former CFS director as its new head of marketing to lead the firm’s brand strategy and marketing initiatives.

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