Market researchers launch program to support time-poor advisers
Market research firm, Agile Market Intelligence, has announced a new initiative to provide financial advisers with visibility over popular and fast-growing managed funds and ETFs.
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Praemium flags major AI investment ahead
Praemium has said it is open to investing in artificial intelligence “in a big way” as it believes it can transform the business and details how it is already being used by the firm.
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.
Fixed income funds bucking managed fund fee trends
Research by Morningstar has found fixed income funds are bucking a general trend around managed fund fee dispersion with a smaller fee dispersion compared to equity ones.
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.
Pinnacle takes $142m stake in UK and US fund managers
Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million.
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.
‘Oaktree is only the start’: Overseas bidders target financial advice
The strategic partnership with Oaktree Capital and AZ NGA is likely to pave the way for overseas players looking to enter the Australian financial advice market, according to experts.
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.
Lifting revenue per client tops advisers’ priority list
Increasing revenue per client is a strategic priority for over half of financial advice businesses, a new report has found, with documented processes being a key way to achieving this.
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.
Centrepoint Alliance makes senior distribution hire
Centrepoint Alliance has hired a head of distribution for platforms and investment management as its new IconiQ platform goes live.
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.
Kaplan urges advisers to meet education deadline
The education provider has encouraged all financial advisers to avoid a “last-minute scramble” in meeting education requirements prior to the 31 December 2025 deadline.
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.
Metrics expands private credit range with retail fund
Metrics Credit Partners is expanding its private credit fund range with a managed fund for retail investors following investor demand.
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.
Fiducian welcomes new superannuation GM
Fiducian Group has appointed its next general manager of superannuation to lead its flagship super offering following the retirement of Ross Martin.
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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