“For many high-net-worth investors, a 10–20 per cent illiquidity bucket may be appropriate given their wealth, income and cash flow needs. Once the adviser has determined the illiquidity bucket, they ...

La Trobe Financial has announced the launch of an ASX-listed private credit fund, offering a new funding avenue for the firm. The La Trobe Private Credit Fund (ASX: LF1) aims to raise between $100 ...

First Sentier Investors is the latest investment manager to enter the ETF space, enabling financial advisers and investors to access an existing geared fund via an ETF structure. The global investment ...

Ben Calder, managing director of CWM, said: “Life insurance advice is a complex and highly specialised area that continues to be underrepresented in Australia. We’ve provided insurance advice for over ...

Platinum Asset Management has announced co-chief investment officers Andrew Clifford and Clay Smolinski are to step down from their roles. Clifford, who has worked at Platinum for 31 years and is a ...

Coastal Advice Group has entered a long-term strategic partnership with Merchant Wealth Partners to accelerate its expansion across Australia. The financial advice business already has seven offices ...

The use of technology and data analytics will be a way for successful advice firms to grow in 2025, according to Adviser Ratings. Referencing findings in its 2024 Adviser Landscape report, it said ...

Antipodes has successfully completed its acquisition of Maple-Brown Abbott (MBA), with the group now managing over $20 billion in AUM across four autonomous investment teams. The fund manager, an ...

Enda Mahoney joined the investment consultant on 18 November and will also be a member of the firm’s executive leadership team. Mahoney joins JANA from Ignition Advice where he worked as chief ...

“The reality is that if you’re a smaller business, the time commitment to doing it fully and properly will be substantial. We spent a lot of money to make sure that we got it right. That’s one of the ...

“The key benefit to investors in MAAT is the elimination of significant ASX-related expenses and investors across both funds benefit from the greater scale and focus from operating just one fund with ...

However, Jollie told Money Management the firm remains committed to Australia. “Our strategy [in Australia] hasn’t changed, it’s just how we execute it … A lot of people think we are leaving the ...