Fixed income funds bucking managed fund fee trends

bonds/fixed-income/morningstar/fees/

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.

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Pinnacle takes $142m stake in UK and US fund managers

Pinnacle-Investment-Management/Pinnacle/private-markets/M&A/fund-managers/

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million.

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‘Oaktree is only the start’: Overseas bidders target financial advice

mergers-and-acquisitions/M&A/financial-advice/Deloitte/

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.

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Lifting revenue per client tops advisers’ priority list

CFS/colonial-first-state/revenue/profitability/Adviser-Ratings/

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.

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Centrepoint Alliance makes senior distribution hire

platforms/distribution/appointments/hires/centrepoint-alliance/

Centrepoint Alliance has hired a head of distribution for platforms and investment management as its new IconiQ platform goes live.

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Kaplan urges advisers to meet education deadline

Kaplan/kaplan-professional/experience-pathway/education/

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.

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Metrics expands private credit range with retail fund

Metrics/Pinnacle/private-credit/real-estate/

Metrics Credit Partners is expanding its private credit fund range with a managed fund for retail investors following investor demand.

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Fiducian welcomes new superannuation GM

Fiducian/hires/licensees/appointments/

Fiducian Group has appointed its next general manager of superannuation to lead its flagship super offering following the retirement of Ross Martin.

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ASIC cancels Sydney AFSL over unpaid AFCA determination

AFSL/AFCA/financial-advice/inappropriate-advice/ASIC/

ASIC has cancelled a Sydney AFSL for failing to pay a $64,000 AFCA determination related to inappropriate advice, which then had to be paid by the CSLR.

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Former Brisbane adviser charged over dishonest conduct

Brisbane/court/ASIC/enforcement/queensland/financial-advice/

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments for investments.

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