KKR seeks to educate advisers on alternatives usage

Alternatives KKR CFS colonial first state private equity real estate

KKR, global investment firm and majority owner of Colonial First State, has launched an education platform for financial advisers to educate them on alternative assets.

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Relative Return: Investing in a secure retirement

Podcast Relative Return

In this episode of Relative Return, host Phil Tarrant is joined by Amanda Gardner, National Strategy Manager at Challenger, to examine the latest retirement income innovations.

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T. Rowe Price moves underweight on Australian equities and bonds

T Rowe Price australian equities Australian bonds RBA

T. Rowe Price has moved underweight on both Australian equities and bonds after more than a year of neutral positioning as it is concerned about short-term earnings.

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Superannuation reverses losses with strong 2023 returns

Chant West Superannuation performance Mano Mohankumar

Super funds have delivered a strong 2023 calendar year result, bolstered by strong international share markets, successfully reversing losses of 4.6 per cent in the previous year.

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Three Aussie firms among first signatories of global disclosure regime

RIAA ESG climate change

Three investment managers are among the first 12 Australian organisations to state they intend to start making disclosures aligned with the global Taskforce on Nature-related Financial Disclosure.

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Government seeks to implement mandatory AI guardrails

artificial intelligence government ASIC regulation FSC

With several financial services firms looking to implement AI into their business, the federal government is examining introducing mandatory guardrails to ensure it can be a global leader in responsible AI.

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Thousands of advisers risking career without new ASIC registration

financial advice ASIC Sarah Abood

Almost 6,000 financial advisers have just two weeks to register with ASIC if they wish to continue to provide advice with the FAAA warning “a lot is at stake” if they remain unregistered.

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Five ways the advice exam could change in the future

ASIC treasury exam professional year

Money Management collates the recommendations of major associations and how they would like the financial advice exam to change in the future following consultation.

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Fund managers most bullish on rates in 23 years

Bank of America interest rates central banks cash sentiment equities

Global fund managers are starting the year with an optimistic mindset and “have never been as bullish” on the prospect for short-term interest rates, according to Bank of America.

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Licensee switching prompts outflows at Praemium

praemium Powerwrap platforms licensees

Licensee switching by advisers has led Praemium to report $334 million in net outflows in the December quarter on its ultra-high net worth platform Powerwrap with the rate expected to continue for the next nine months.

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 1 week ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 2 weeks ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

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Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

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