Less than one week after imposing an interim stop order on the La Trobe Australian Credit Fund, the order has been lifted after the firm made improvements to its target market determination.
Macquarie Investment Management is to fully remediate all of its superannuation fund members the entirety of what they had invested in the Shield Master Fund, totalling $321 million.
There may be growing interest in private markets, but a survey by advice firm Apt Wealth Partners has found even HNW investors lack sufficient knowledge of their complexities.
Private client advice business Altus Financial has enacted its second merger in two months, merging with a Sydney-based practice to create a combined $3.5 billion firm.
Three types of asset managers are well positioned for 2025, according to McKinsey, while another three are likely to face headwinds in the coming period as the needs of wealth clients evolve to demand more alternatives.
The number of asset owners who fear ESG investment will affect their investment returns is on the rise, cited by more than half of respondents, according to Morningstar.
Financial advice practices need to combine both their professional skills and credibility with digital access if they wish to compete with finfluencers for younger clients.
Following the partnership between Lexington Partners and Franklin Templeton Australia formed in May, the firms’ co-managed evergreen private equity secondaries strategy has surpassed $1.8 billion in AUM.
Webcast
In a time of shifting investment markets, join Money Management for a high-impact FREE webinar focused on fixed income opportunities and how they can be implemented in client portfolios.
Featuring speakers from AUSIEX, Income Asset Management (IAM) and Capital Group, this insightful webinar will discuss the future of fixed income, themes driving bond markets, and strategies advisers need in order to navigate this and protect their clients.
It will also inform listeners how advisers can introduce clients to the new “playbook”, which is seeing portfolios rotated from an allocation of 60 per cent equities / 40 per cent bonds to one where bonds now have the greater weighting.
Key adviser takeaways:
Topical for this year, it will also cover the controversial superannuation tax set to hit high-net-worth investors with over $3 million in their super balances. Does this make bonds a better play than equities?
With client demand for certainty and stable returns on the rise, Money Management is sure this webinar will provide listeners with actionable insights when it comes to global credit markets and help advisers ensure they are providing clients with the best asset allocation options.
Schedule
Register for free
Already registered?
Haven't registered yet?
Webcast
In a time of shifting investment markets, join Money Management for a high-impact FREE webinar focused on fixed income opportunities and how they can be implemented in client portfolios.
Featuring speakers from AUSIEX, Income Asset Management (IAM) and Capital Group, this insightful webinar will discuss the future of fixed income, themes driving bond markets, and strategies advisers need in order to navigate this and protect their clients.
It will also inform listeners how advisers can introduce clients to the new “playbook”, which is seeing portfolios rotated from an allocation of 60 per cent equities / 40 per cent bonds to one where bonds now have the greater weighting.
Key adviser takeaways:
Topical for this year, it will also cover the controversial superannuation tax set to hit high-net-worth investors with over $3 million in their super balances. Does this make bonds a better play than equities?
With client demand for certainty and stable returns on the rise, Money Management is sure this webinar will provide listeners with actionable insights when it comes to global credit markets and help advisers ensure they are providing clients with the best asset allocation options.
At the allotted time to begin viewing the webcast, please press play on the video above.
This video player has been tested and configured to run on all major browsers and devices, however if you are experiencing issues first make sure you don’t have an ad blocker running (either at browser level or server level). If the video module is still not loading, try switching to Google Chrome or another browser.
If you are experiencing issues with audio, there are a few things to check:
If you are experiencing any issues or have any questions about this webcast, please contact Robyn at [email protected] or alternatively call 02 9922 3300.
