Gearing for growth: Why advisers are looking to leverage portfolios

global-x/ETFs/financial-advice/gearing/

| By Rhea Nath |

Geared funds are proving to be a popular strategy for wealth accumulation, however its complex nature means financial advisers have an important role to play in harnessing the benefits while mitigating potential downsides.

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Centrepoint Alliance enters partnership with SuperConcepts

SuperConcepts/centrepoint-alliance/SMSF/self-managed-super-fund/financial-advice/

| By Laura Dew |

Financial planning

Advice licensee Centrepoint Alliance has announced a service partnership with self-managed superannuation fund solution provider SuperConcepts.

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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HMC Capital targets $50bn AUM in 3 years

funds-management/private-markets/private-credit/private-equity/assets-under-management/

| By Laura Dew |

Funds management

Boosted by its newly launched private credit division, asset manager HMC Capital has set an ambitious growth target of 42 per cent per annum over the next three years to reach $50 billion in assets under management.

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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CSLR identifies recurring financial advice complaints

CSLR/financial-advice/AFCA/complaints/compensation/

| By Laura Dew |

Financial planning

The Compensation Scheme of Last Resort says it has received over 200 claims for compensation relating to personal financial advice since its inception and detailed the specific recurring issues being raised by claimants.

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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Selecting an ‘untapped market’ for advice specialisation

financial-advice/client-relationships/practice-management/new-business/

| By Laura Dew |

Financial planning

Two financial advisers have shared with Money Management why they opted to specialise in certain client niches when setting up their own business.

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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Pinnacle bets on private markets for global expansion

private-markets/private-credit/Pinnacle-Investment-Management/M&A/funds-management/

| By Laura Dew |

Funds management

Pinnacle Investment Management is targeting increasing exposure to global private markets as domestic affiliates in Metrics and Five V lead its net inflows.

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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Franklin Templeton announces flurry of appointments

Franklin-Templeton/hires/appointments/

| By Rhea Nath |

Funds management

Franklin Templeton has signalled a new period of strong growth and expansion as it unveils five internal promotions in its Australian business, including a retail distribution lead.

AUTHOR

Rhea Nath

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Otivo appoints chief advice officer

otivo/digital-advice/colonial-first-state/financial-advice/hires/appointments/

| By Laura Dew |

People & Products

Online financial advice platform Otivo has made an internal promotion to chief advice officer to ensure the firm’s advisers are providing suitable and compliant advice.

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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Aussie fund managers launch active ETFs

active-ETFs/ETFs/global-equities/Aussie-equities/equities/global-small-and-mid-cap/

| By Laura Dew |

Funds management

Two Australian fund managers have launched active ETFs on the ASX, one investing in global equities and the other investing in Australian small caps.

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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Bravura makes 2 senior hires

Bravura-Solutions/Bravura/technology/Software/appointments/

| By Laura Dew |

People & Products

The former chief product officer at Iress, Aaron Knowles, has joined software firm Bravura Solutions as it seeks to “scale new heights” in global growth.

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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