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

Premium-Content/

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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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