Global X provides low-cost Japan exposure with ETF launch
Global X has announced the launch of its latest ETF, providing access to Japan’s largest companies under a low-cost structure.
AUTHOR
Unmet HNW advice needs centring around inheritance and private markets
High-net-worth clients with between $5-10 million are found to have the greatest unmet advice needs, according to LGT Crestone, with inheritance planning viewed as the most-sought after help.
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.
Efficiency bottlenecks hinder client capacity growth
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.
AUTHOR
Shy-Ann Arkinstall
The super switching 'arms race' around technology: Mulino
The advice industry is in an “arms race” according to minister for financial services, Daniel Mulino, ar
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.
RAM strengthens funds management team with executive appointment
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.
AUTHOR
Shy-Ann Arkinstall
T. Rowe Price taps Oak Hill for alternative credit fund
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.
Clime IM closes two retail funds
The outlook for small-scale retail funds may be “terminal” and has prompted Clime Investment Management to close two of its Australian funds.
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.
Industry fearful of CSLR cost prompting shift to wholesale advice
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.
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.
What does Insignia’s acquisition forecast for Australian M&A in 2026?
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.
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.
Advice firm driving private market access for retail clients with SMA
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.
AUTHOR
Shy-Ann Arkinstall
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