Funds under review in ASIC’s private credit probe
ASIC is conducting further surveillance on numerous private credit funds and their compliance measures as part of its broader review into the space.
Bennelong launches first fund in Allspring partnership
With a distribution partnership agreed in May, Bennelong Funds Management has announced it will offer the Allspring Global Income Fund to Australian investors.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Investment info firm completes acquisition of SA wealth practice
Investment information firm Equity Story has completed its acquisition of South Australian financial advisory and stockbroker Baker Young, propelling the firm’s full-service offering.
AUTHOR
Shy-Ann Arkinstall
Prime Value Asset Management
Prime Value Asset Management is a multi-award winning, boutique Australian investment manager with an impressive history of building wealth with investors since 1998.
Relative Return: Structural shifts creating fertile ground for small-caps
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
How asset managers can shape their private markets offering
With US$1.5 trillion in private credit expected to be held by wealthy clients by 2029, a report has explored the best ways asset managers can take advantage of this trend and meet demand in the advisory market.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Insignia plays waiting game with final PE bidder
The prospect of a takeover of Insignia Financial still remains up in the air as remaining bidder CC Capital bides its time on making a final offer.
AUTHOR
Keith Ford
Double-digit gains help recover FY25 losses
Adviser losses look to be slowing down after the EOFY, with FY26 adviser gains now almost balancing out the losses from the previous financial year.
AUTHOR
Shy-Ann Arkinstall
Improved ESG labelling on the horizon to beat adviser confusion
The government has opened a consultation on sustainable investment product labelling by fund managers to help advisers make informed decisions on investing responsibly.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Service quality trumps size for advisers’ retirement product selection
Platform-based superannuation funds are beating out industry fund models when it comes to adviser satisfaction, with service quality playing a key role in advisers’ decision-making.
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