Platform launches aiming to democratise retail private market investment

platforms/private-markets/Alternatives/Brett-Jollie/

| By Jasmine Siljic |

Investment fund infrastructure provider FundBase Group is set to launch a new platform for Australian retail investors looking to enter the private markets universe.

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Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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Selfwealth/Bell deal in doubt as third bidder emerges

selfwealth/Bell-Financial-Group/M&A/merger-and-acquisition/

| By Jasmine Siljic |

Funds management

Selfwealth has received a third non-binding indicative offer from a new bidder which it says represents a “superior proposal” to its existing scheme implementation bid with Bell Financial Group.

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Jasmine Siljic

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Fidante adds Melbourne long-short manager as affiliate

Fidante/long-short/absolute-return/global-equities/

| By Laura Dew |

Funds management

Fidante has expanded its affiliate manager range with a strategic partnership with global long-short manager System Capital.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Fund houses double down on naming amid greenwashing fears

morningstar/australia/ESG/sustainable/

| By Laura Dew |

Funds management

Over 250 sustainable funds globally changed their names or dropped key ESG terms during 2024 amid regulatory greenwashing fears, according to Morningstar data.

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Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Schroders appoints Firetrail’s Doyle for investment director role

Schroders/Anthony-Doyle/appointment/funds-management/

| By Jasmine Siljic |

Funds management

Anthony Doyle, who departed Firetrail Investments last month, has joined Schroders as its investment director for global equities.

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Jasmine Siljic

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Former Perth adviser pleads guilty to $1m theft

ASIC/Perth/

| By Laura Dew |

Financial planning

A former Perth financial adviser has pleaded guilty in court to stealing $1 million from his clients for his own benefit.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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UGC to blame for 'eyewatering' CSLR cost increase

CSLR/AFCA/Dixon-Advisory/compensation-scheme-of-last-resort/complaints/

| By Laura Dew |

Financial planning

Contrary to expectations that Dixon Advisory would form the bulk of CSLR compensation, around three-quarters of the sum for FY26 relates to United Global Capital.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Should advisers detail regulatory fees to their clients?

Adviser-Ratings/advice-fees/fees/regulation/

| By Jasmine Siljic |

Financial planning

With consumers often unaware of the full extent of underlying costs in operating an advice practice, Adviser Ratings debates whether regulatory charges should be separated from advice fees.

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Jasmine Siljic

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Coastal Advice Group teams up with US capital partner

financial-advice/australia/M&A/expansion/

| By Jasmine Siljic |

Financial planning

National advice firm Coastal Advice Group has entered a long-term strategic partnership with New York-based Merchant Wealth Partners to accelerate its expansion.

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Jasmine Siljic

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FSC’s Briggs calls for regulation reassessment

FSC/Blake-Briggs/financial-advice/Hayne-Royal-commission/

| By Laura Dew |

Financial planning

FSC chief executive, Blake Briggs, believes the regulatory pendulum has “swung too far” over the last decade when it comes to financial advice, and it is appropriate to revisit some of Hayne’s recommendations.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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