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The rise of private credit funds is giving research houses cause for concern about their viability for retail and wholesale investors and necessitating changes to their r...

Features • 19 March 2025

The investment business of WTW has promoted a private markets expert to a global leadership role as its CIO steps back after 10 years, while fund manager Nikko Asset Mana...

Funds management • 20 March 2025

Leading education provider CFA Institute has removed “ESG” from its specialist qualification, the latest financial services organisation to move away from the term. ...

Financial planning • 20 March 2025

Colonial First State has awarded a significant $1 billion mandate to a global investment management firm amid the growing investor interest for global fixed income....

Funds management • 20 March 2025

JANA Investment Advisers has announced its latest hire to grow its wealth business, who previously held senior consultant roles at Mercer and Lonsec....

Financial planning • 20 March 2025

The Australian wealth manager is eyeing both inorganic and organic growth opportunities to hit 400 advisers and $100 billion in funds under advice....

Financial planning • 20 March 2025

In this episode of Relative Return Unplugged, we examine the push for superannuation tax reforms aimed at saving $10 billion annually, as well as the immense pressure bei...

Editorial • 20 March 2025

Centrepoint Alliance is among this week’s largest adviser gains, with the licensee gaining multiple advisers from its rival Sequoia....

Financial planning • 20 March 2025

In this episode of Relative Return, host Laura Dew chats with Mark Barnes, head of investment research, and Catherine Yoshimoto, director of product management, from FTSE...

Editorial • 21 March 2025

Pinnacle affiliate Resolution Capital has announced the upcoming launch of its second real assets active ETF on the ASX, providing access to an existing fund....

Funds management • 21 March 2025

A poll of financial advisers has revealed aged care policies and the housing shortage crisis are among their greatest concerns ahead of the federal budget on 25 March....

Financial planning • 21 March 2025

As private credit funds face further scrutiny, a Perpetual portfolio manager has highlighted key questions for investors to ask when considering these investments....

Funds management • 21 March 2025

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

Financial planning • 21 March 2025

Industry commentators are divided about Australia’s appeal for ETF launches by overseas fund managers, with some viewing it as a gateway to Asia-Pacific while others are ...

Funds management • 21 March 2025

Less than six months after launch, Perth-based advice firm Leeuwin Wealth is seeking to double its funds under management to $1 billion within a year....

Financial planning • 21 March 2025

AMP has refuted claims by the Finance Sector Union that its staff will be subject to video surveillance when they work from home under new employment contracts....

Financial planning • 21 March 2025

New Platinum International portfolio manager Ted Alexander has told its retail and wholesale investors how he plans to improve the $4.4 billion fund's performance while t...

Funds management • 24 March 2025

Dubious marketing strategies involving financial advisers are among reasons that research house SQM Research has put the private credit space on alert....

Funds management • 24 March 2025

The government has shared further details about how the Statement of Advice replacement documentation will look under Delivering Better Financial Outcomes legislation....

Financial planning • 24 March 2025

Financial advice group Wealth Architects has seen a global insurance platform acquire a majority shareholding, the latest in overseas companies taking an active interest ...

Financial planning • 24 March 2025
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago