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Funds management
For overseas fund managers coming to Australia, a focus on platforms is critical for achieving growth, according to IMAP chair Toby Potter, flagging iCapital’s partnershi...
Financial planning
Having completed its acquisition of fixed income provider FIIG, AUSIEX believes more can be done to increase direct investment of the assets and can envisage them being m...
Funds management
Pengana Capital Group has detailed the impact of its move into private credit, with chief executive Russel Pillemer describing plans to “become a force in the non-institu...
Financial planning
Marking a decade offering managed accounts in Australia, BlackRock has elaborated on the changes it has seen in their usage by financial advisers, with net client flows r...
Financial planning
As assets in separately managed accounts reach $200 billion, industry stakeholders have formed a committee to standardise their fee reporting....
Funds management
Praemium has added five new multi-asset SMAs to its platform from fintech Briefcase, which are constructed using ASX-listed ETFs to meet rising adviser demand....
Financial planning
Colonial First State has announced a suite of dynamic investment solutions on the FirstChoice and Edge platforms to help investors navigate inflation and market volatilit...
People & Products
Separately managed accounts on the Macquarie Wrap platform have passed $10 billion in funds under management. ...
Expert Analysis
The Australian investment landscape has quietly undergone a transformation in the past five to 10 years....
Expert Analysis
The resolution of several regulatory issues regarding Legal Entity Identifiers, writes Chris Donohoe, demonstrates the financial system is set for further growth....
Funds management
Fiducian Group has reported a $600 million increase in funds under management, advice and administration while revenue was up 11% counting year-on-year. ...
Awards
A “quality” focus has helped DNR Capital Australian Equities High Conviction Portfolio win the Money Management Fund Manager of the Year award in the Separately Managed A...
Funds management
First Sentier Investors has added two separately managed account portfolios to the HUB24 IDPS and HUB24 Super menu suite. ...
Funds management
Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...
Funds management
Praemium has announced the addition of the Australian Ethical Australian Shares portfolio to its separately managed accounts and introduced a new ESG screening platform f...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...