METRICS

Financial planning

In the wake of a high-profile interim stop order, product downgrades and ASIC’s increasingly watchful eye, Freshwater Wealth founder Roger Perrett has suggested the shine...

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’...

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

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ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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