Pendal has announced the closure of its Pendal Enhanced Credit Fund, set to terminate on 2 December. The fund, which is an actively managed portfolio of primarily Australian corporate bonds, was $131 ...
A report has highlighted a growing appetite among high-net-worth (HNW) individuals for private market investments, creating a significant opportunity for advisers. A recent report by Praemium, in ...
Money Management’s sister brand Super Review is pleased to reveal that over 120 finalists will compete for trophies at this year’s awards. The Super Fund of the Year Awards is an unparalleled program ...
The two firms have announced a new online development initiative to support more new entrants in joining the financial advice profession. Careers platform Striver and wealth management firm BT have ...
When it comes to going self-licensed, advisers need to think about what they need and how they can scale up “from a business head, not an adviser head”, according to business consultant Sue Viskovic.
A new exchange-traded fund (ETF) is on the horizon from Global X, which seeks to strike a balance between growth and value for advisers and their clients. Global X has announced the imminent launch of ...
The Australian exchange-traded fund (ETF) market could climb to $800 billion in assets under management (AUM) by 2034, with financial advisers underpinning this growth. New analysis conducted by ...
An inquiry is due to probe the collapse of Dixon Advisory and its impact on the Compensation Scheme of Last Resort (CSLR). The Senate Economics References Committee is due to scrutinise the collapse ...
Platinum is “considering the merits” of being the specialist alternative manager’s latest M&A target. Platinum Asset Management has confirmed that it received an unsolicited confidential, non-binding, ...
The industry has regained the majority of losses seen in the previous week, with one licensee seeing a gain of six new advisers. According to Wealth Data’s statistics for the week to 12 September, ...
There are three factors that are holding advice firms back from meeting their full potential when it comes to profitability. In an M&A market report from Forte Asset Solutions, it discussed the growth ...
Trust levels in financial planners have returned to pre-royal commission levels, as this CEO underscores the impact of strong optimism in the advice industry. According to CoreData, the level of trust ...