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METRICS

Financial planning

Half a year after Count Financial told its advisers to exit several Metrics Credit Partners funds, research house Lonsec has now downgraded two of these products over gov...

Funds management

Metrics Credit Partners has completed the acquisition of Taurus Finance Group and BC Investment Group as it looks to launch consumer lending arm Navalo....

Funds management

One of Metrics’ four managing partners is to step back from the business next year, having worked at the firm since its inception in 2011....

Funds management

Pinnacle’s managing director Ian Macoun has offloaded a 1.73 per cent stake in the company, with plans to reinvest the proceeds into funds managed by Metrics Credit Partn...

Features

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...

Funds management

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

Funds management

Pinnacle Investment Management has announced the size of its performance fees for the six months to 31 December, having previously warned they could be less than $1 milli...

People & Products

The non-bank corporate lender has made several appointments to its investment team, including a new investment director....

Features

Oksana Patron finds out how advisers can incorporate alternative investment strategies into their clients’ portfolio, what they need to understand about alternative inves...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

6 days 9 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 2 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

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