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Retail investors valuing liquidity over returns

retail-investors/Federation-Asset-Management/liquidity/intergenerational-wealth/

Being able to provide certainty about redemptions is worth fund managers pursuing when targeting the retail market even if it means sacrificing returns, according to Federation Asset Management.

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Praemium sees solid FY24 growth amid high demand from HNW sector

praemium/full-year-results/HNW/

Investment platform Praemium has reported strong 2024–25 financial year results, with large increases across a range of business metrics, which it credits to the firm’s strategy and high-net-worth focus.

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Fitzpatricks eyes entrepreneurial networks with strategic alliance

fitzpatricks-private-wealth/partnerships/Fitzpatricks-Group/

Fitzpatricks Advice Partners has formed a strategic alliance with two chapters of a global business support and networking organisation, expanding its offering for the firm’s advisers.

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Regal Partners eyes offshore inflows for next growth phase

Regal-Partners-Limited/half-year-results/

| By Miranda Brownlee |

Alternative investment manager Regal Partners has set a target of doubling its offshore funds under management within three years amid strong inflows from offshore investors in the first half of 2025.

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FAR loophole found to help advisers dodge PY redo

education/far/professional-year/

As the deadline approaches for advisers to meet higher education requirements, the FAAA has shared an “obscure” loophole to help advisers avoid redoing a professional year.

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The fund selection consideration for real assets

UBS/State-Street/real-assets/real-estate/infrastructure/

Real asset commentators have shared what advisers should be considering when conducting their due diligence on the assets and how they can mitigate illiquidity for retail clients.

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Redemption pressures impact GQG flows in H1

ETFs/GQG-Partners/financial-results/

GQG Partners has announced net flows were down 28 per cent in the first half of 2025, with redemption pressure particularly hitting Australia.

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Betashares launches low-cost EM ETF

ETFs/active-ETFs/BetaShares/emerging-markets/

Betashares has launched a complex ETF focused on emerging market equities, helping advisers and investors to diversify beyond domestic and US exposure.

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Pengana LIC seeks restructure with global private credit move

Pengana-Capital-Group/private-credit/listed-investment-company/

The $374 million Pengana International Equities listed investment company is seeking to restructure and boost shareholder returns with a move into global private credit.

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FNZ launches AI tool as assets pass US$2tn

fnz/artificial-intelligence/technology/platform/

Global wealth management platform FNZ has reached US$2 trillion in assets on its platform as it launches an Advisor AI solution to improve adviser productivity.

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