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In this episode of Relative Return, host Laura Dew chats with Andrew Lockhart, managing partner at Metrics Credit Partners, about the case for private debt, a fast-growin...

Editorial • 12 May 2025

Colonial First State has chosen Franklin Templeton specialist investment manager, Martin Currie Australia, to manage a mandate on its FirstChoice platform....

Funds management • 12 May 2025

Three fund managers have been added as underlying managers for the Third Link Growth Fund, an Australian equity fund donating its fee to charity. ...

Funds management • 12 May 2025

In response to adviser feedback, AMP’s North platform has announced further enhancements to streamline the way advisers manage and action client requests on-platform....

Financial planning • 12 May 2025

As the ESG and sustainable investment market undergoes greater consolidation, three commentators explore how financial advisers can explain a fund closure or renaming to ...

Financial planning • 12 May 2025

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

Financial planning • 12 May 2025

Consulting firm Bain & Company has shared how it believes the wealth management industry can be transformed and three questions firms should consider. ...

Financial planning • 12 May 2025

Advisers need to closely scrutinise how much volatility exists in private assets during their portfolio construction and how this is demonstrated by the providers, accord...

Financial planning • 12 May 2025

While fund managers are eager to launch active ETFs to appeal to advisers, EY has found two-thirds of ETF flows are going into extremely cheap passive offerings with an e...

Features • 13 May 2025

A Fidelity portfolio manager has announced he will be departing the business after almost a decade....

Funds management • 13 May 2025

Financial advice technology provider intelliflo has launched three new dashboards to help advisers monitor and demonstrate their business performance as they consider ino...

Financial planning • 13 May 2025

The investment and wealth management firm has welcomed four new hires from Bell Potter Securities, strengthening its presence in the Queensland advice market....

Financial planning • 13 May 2025

With less than one-third of Australian business owners seeing an adviser, Business Health has detailed how advice practices can successfully target this underserved clien...

Financial planning • 13 May 2025

The financial advice industry has reacted to the appointment of Dr Daniel Mulino as the new Minister for Financial Services, with hopes for improvements in legislation an...

Financial planning • 13 May 2025

The corporate regulator has cancelled the AFSL of a Queensland-based financial services provider, having held the licence since mid-2016....

Financial planning • 13 May 2025

The 60:40 model is no longer fit for purpose, but private assets can help save portfolios from market turmoil, writes Brendan Gow....

Expert Analysis • 13 May 2025

Insignia Financial has announced the status of the two private equity bidders as due diligence comes to an end, with one bidder opting to pull out....

Financial planning • 14 May 2025

Too few financial advisers are aware of direct indexing, an investment approach gaining traction for its tax efficiency and customisation, writes Josh Persky....

Expert Analysis • 14 May 2025

A global Morgan Stanley report has found 83 per cent of Asia-Pacific individual investors would select a financial adviser based on their sustainable investment offerings...

Financial planning • 14 May 2025
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

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

3 months 2 weeks ago

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

5 months 2 weeks ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

4 weeks ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 6 days ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

2 days 18 hours ago