Will BT Focus platform mean more profitable practices?

BT/BT-Panorama/bt-financial-group/Recep-Peker/platform/

The launch of a low-cost menu for BT Panorama will allow advisers to service a wider range of clients from one platform and potentially run a more profitable business, according to specialist Recep Peker.

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LGT Crestone rebrands post-CBA advice acquisition

commonwealth-bank/private-wealth/lgt-crestone/rebrand/

LGT Crestone has announced a rebrand, marking a “decisive milestone” following its acquisition of Commonwealth Bank’s high-net-worth financial advisory business in June.

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Placing bonds front of mind for advisers

Podcast/Relative-Return/

In our new “Ahead of the Curve” series, in partnership with fund manager MFS Investment Management, Money Manage

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Revolution AM lists private credit income trust

private-credit/revolution-asset-management/listed-investment-trust/

Revolution Asset Management has listed its Private Credit Income Trust on the ASX today, offering retail access to Australian and New Zealand private credit.

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The missing link in the retail private credit pipeline

private-markets/private-credit/research-houses/ASIC/

Retail investment into private credit funds could surpass that of sophisticated investors, according to ASIC, but the regulator admits it is unsure how and where these individuals are first being introduced to the vehicles.

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iCapital plans strategic Aussie collaborations to boost wholesale reach

private-markets/financial-advisers/private-assets/wholesale/

US firm iCapital has described the “compelling opportunity” in Australia to empower wealth managers to access private markets, with further strategic collaborations expected with Aussie players.

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‘Don’t wait to sell AT1s’: Schroders

Schroders/bonds/fixed-income/

When it comes to the phase-out of AT1 bonds, Schroders fixed income manager Helen Mason has urged financial advisers to sell up sooner rather than later or risk capital losses.

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ASIC’s Longo to depart corporate regulator

APRA/ASIC/Joe-Longo/Margaret-Cole/

ASIC chair Joe Longo has announced he will step down at the end of his term, departing the corporate regulator in May 2026.

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‘Don’t wait to sell AT1s’: Schroders

Schroders/bonds/hybrids/fixed-income/

When it comes to the phase-out of AT1 bonds, Schroders fixed income manager Helen Mason has urged financial advisers to sell up sooner rather than later or risk capital losses.

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ASIC private credit review prompts 3 interim stop orders

ASIC/La-Trobe-Financial/private-markets/private-credit/

Three managed investment schemes have received interim stop orders from ASIC following its private credit review, including two run by La Trobe Financial Asset Management.

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