Morningstar appoints manager research director from TCorp

morningstar/research/research-houses/fund-management/

| By Rhea Nath |

Research house Morningstar has welcomed a new director for manager research to cover Australian and New Zealand fund managers.

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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The counterintuitive effect of ASIC’s reportable situations complexity

Joe-Longo/ASIC/breach-reporting/licensees/AICD/

| By Laura Dew |

Financial planning

ASIC chair Joe Longo says the complexity of the reportable situations regime for AFSLs is impeding the ability of the regime to achieve its original aim of identifying non-compliant behaviour.

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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Don’t let private credit hype override due diligence: Pitcher Partners

private-capital/private-credit/private-debt/Pitcher-Partners/

| By Laura Dew |

Funds management

Pitcher Partners has urged caution about the use of private credit funds, despite a widespread push by fund managers on the benefits of the products.

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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AFSL cyber security failures on ASIC’s radar in 2025

ASIC/enforcement/compliance/AFSL/Joe-Longo/

| By Rhea Nath |

Financial planning

A closer watch on licensees that fall short on cyber security protections is among a dozen new enforcement priorities announced by the corporate regulator for 2025.

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Rhea Nath

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Relative Return Unplugged: The global impacts of a week of Trump

Podcast/Relative-Return/

| By Keith Ford |

Editorial

In this episode, hosts Maja Garaca Djurdjevic and Keith Ford take a look at what’s making news in the investment

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Keith Ford

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Uncovering the Broader Landscape of Innovation

Premium-Content/

| By partnerarticle |

Knowledge Centre

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Partner Article

Our partner businesses are invited to pen articles that offer unique insight from within the industry for the benefit of our readers. If you read something you would like to learn more about you can contact our partners direct or we are happy to put you in touch.

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Second bidder emerges for Selfwealth acquisition

selfwealth/M&A/platforms/

| By Jasmine Siljic |

Funds management

Just one day after Selfwealth received a “highly attractive” acquisition bid from Bell Financial Group, it has received a second non-binding indicative proposal from a rival.

AUTHOR

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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Insignia's ambitious $1.3m revenue per adviser target by 2030

insignia/insignia-financial/financial-advice/

| By Laura Dew |

Financial planning

Insignia Financial is targeting its salaried financial advisers increase their revenue per adviser by 62.5 per cent over the next five years.

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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Private markets capability critical to LGT-CBA deal

lgt-crestone/CBA/commonwealth-bank/private-markets/

| By Jasmine Siljic |

Financial planning

LGT Crestone chief executive Michael Chisholm believes the firm was chosen to acquire Commonwealth Bank’s personal advice arm due to its strong private market capability.

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Jasmine Siljic

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The succession fund helping advisers enjoy la dolce vita

succession-plans/SUCCESSION-PLANNING/financial-advice/lending/

| By Laura Dew |

Financial planning

AWAG and Teaminvest Private Group have teamed up to offer a succession lending fund to help advice principals navigate succession planning and enjoy their retirement.

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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