The investor education piece of the alts puzzle

Alternatives/Natixis/Natixis-Investment-Managers/education/private-markets/

While advisers are increasingly eyeing private markets and alternative investments, two reports have underlined the lack of investor understanding that persists among both advisers and clients.

AUTHOR

Advisers’ private credit usage under ASIC scrutiny

ASIC/private-credit/Hall-&-Wilcox/Hall-and-Wilcox/private-markets/

The volume that financial advisers have invested in private credit funds could be among disclosures that providers have to make to ASIC amid a regulatory crackdown on private markets.

AUTHOR

Platinum appoints Northern Trust for $11bn mandate

Platinum/Platinum-Asset-Management/Northern-Trust/

Platinum Asset Management has appointed Northern Trust to provide asset servicing solutions for their $11 billion Australian funds.

AUTHOR

FAAA calls for CSLR cost review after FOI revelations

financial-advice/CSLR/Sarah-Abood/

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would affect financial advisers.

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Aussie distributors to benefit as overseas managers assess cost

Pinnacle-Investment-Management/Bennelong/bennelong-funds-management/distribution/funds-management/australia/

A leading consultancy believes asset managers will be reluctant to expand overseas in 2025 as high distribution costs blow out potential benefits, but this is providing tailwinds for Australian third-party distributors.

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Alternatives equal key to success for HNW advisers

praemium/Alternatives/HNW/high-net-worth/

Nearly seven in 10 HNW-focused advisers view alternatives as the asset class that will be fundamental to meeting client demands in the future, according to Praemium.

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Major ETF providers see 100% inflow growth

ETFs/BetaShares/vanguard/Global-X-ETFs/VanEck/ishares/

Three of the largest ETF providers reported net inflow increases of more than 100 per cent during 2024, as Betashares admits it “underestimated” the scale of annual inflows the industry would see.

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Bennelong welcomes first RE client

Bennelong/bennelong-funds-management/responsible-entity/funds-management/

Bennelong Funds Management has announced its first responsible entity service client, having flagged it as a 2025 priority for the firm.

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Integro Private Wealth bolsters advice team

financial-advice/Perth/appointment/

The Perth-based advice practice has welcomed a private wealth adviser and senior paraplanner to its ranks amid its strategic shift towards wealth transfer strategies.

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SG Hiscock hires researchers and consultants head

SG-Hiscock/appointments/hires/

The fund manager has appointed American Century’s former Australian head of wholesale to its distribution team in the head of researchers and consultants position.

AUTHOR

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