Centuria appoints CIO amid strategic plan

Centuria Centuria Capital real estate fund management CIO

Real estate fund manager Centuria Capital has appointed multiple senior roles, including a newly created chief investment officer position.

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CFS offers advisers crypto ETF access

CFS blackrock platforms cryptocurrency crypto assets

The super and investment fund has added a spot bitcoin ETF from BlackRock to the CFS Edge platform, allowing advisers access to crypto assets.

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Further adviser losses seen at two major licensees

Wealth Data Count Financial AMP Group adviser numbers amp

Two of Australia’s largest financial advice licensees, Count Financial and AMP Group, have each lost five advisers this week, while Sequoia has “bounced back” after recent losses.

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Advisers propel bulk of ETF net flows in 2024

ETFs fund flows BetaShares vanguard Dimensional

Advised money is the largest source of net ETF flows this year to date, according to Betashares’ estimates, underlining significant adviser demand for these solutions.

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Fortnum CEO sharpens focus on organic adviser pipeline

fortnum private wealth Fortnum Neil Younger licensees financial advisers

Fortnum Private Wealth CEO, Neil Younger, says scale is becoming a necessity rather than a benefit for financial advice licensees as it focuses on organic growth via licensee switching.

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Asset managers expand wealth distribution teams

financial advice wealth management GAM Schroders hires clearbridge Australian Ethical

Schroders Australia, ClearBridge and GAM have all made new hires in their distribution teams, focusing on wealth and financial advisers.

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Relative Return: Solving the super technology problem

Podcast Relative Return

In this episode of Relative Return, host Maja Garaca Djurdjevic speaks with Riley James, founder and chief execu

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‘Licensee for hire’ Lanterne receives Federal Court penalty

Lanterne Fund Services ASIC federal court Alan Kirkland

The Federal Court has issued a seven-figure penalty against Lanterne Fund Services, a wholesale licensee which operated as a “licensee for hire”.

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The challenges faced by ESG after a ‘euphoric’ period

RIAA dugald higgins Zenith Investments Partners ESG sustainability

Ahead of the Responsible Investment Association Australasia annual conference in May, Zenith Investment Partners’ Dugald Higgins shares his thoughts on the evolving sector and the challenges it faces after a period of strong performance.

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The state seeing 37% financial adviser pay rises

salary recruitment financial advice Robert Walters remuneration

The top salaries for financial advisers have risen by more than a third in the past year in one state, according to recruitment firm Robert Walters.

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Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

2 days 14 hours ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

2 days 16 hours ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

5 days 16 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 2 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago