Don’t let private credit hype override due diligence: Pitcher Partners

private capital private credit private debt Pitcher Partners

Pitcher Partners has urged caution about the use of private credit funds, despite a widespread push by fund managers on the benefits of the products.

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AFSL cyber security failures on ASIC’s radar in 2025

ASIC enforcement compliance AFSL Joe Longo

A closer watch on licensees that fall short on cyber security protections is among a dozen new enforcement priorities announced by the corporate regulator for 2025.

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Relative Return Unplugged: The global impacts of a week of Trump

Podcast Relative Return

In this episode, hosts Maja Garaca Djurdjevic and Keith Ford take a look at what’s making news in the investment

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Uncovering the Broader Landscape of Innovation

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Second bidder emerges for Selfwealth acquisition

selfwealth M&A platforms

Just one day after Selfwealth received a “highly attractive” acquisition bid from Bell Financial Group, it has received a second non-binding indicative proposal from a rival.

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Insignia's ambitious $1.3m revenue per adviser target by 2030

insignia insignia financial financial advice

Insignia Financial is targeting its salaried financial advisers increase their revenue per adviser by 62.5 per cent over the next five years.

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Private markets capability critical to LGT-CBA deal

lgt crestone CBA commonwealth bank private markets

LGT Crestone chief executive Michael Chisholm believes the firm was chosen to acquire Commonwealth Bank’s personal advice arm due to its strong private market capability.

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The succession fund helping advisers enjoy la dolce vita

succession plans SUCCESSION PLANNING financial advice lending

AWAG and Teaminvest Private Group have teamed up to offer a succession lending fund to help advice principals navigate succession planning and enjoy their retirement.

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Australian Ethical fixes gaze on adviser market

Australian Ethical responsible investing sustainability ethical investing financial advice

With nearly one-third of financial advisers utilising Australian Ethical’s investment options, expanding its advised channels remains a key focus for the firm.

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CFS Edge expands menu with new international managed accounts

colonial first state CFS managed accounts platforms

Advisers will now be able to tap into global markets on the platform through international signature managed accounts from global managers like T. Rowe Price and Lazard.

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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...

3 weeks ago

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

3 weeks 5 days ago

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

1 month ago

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

6 days 6 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 21 hours ago

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...

1 day 1 hour ago