Wealth technology platform HeirWealth has announced an integration with Class Super so advisers can link their accounts with the platform.
ASIC has applied for Falcon Capital to enter liquidation in the Federal Court as it continues its investigation regarding allegations customers were encouraged to roll over their super into its First Guardian fund.
Mid-tier asset managers experiencing profitability pressures are considering the ETF market to take advantage of their demand and boost their inflows, but it is critical that they can justify how it complements their existing business model.
Australian Ethical’s head of private markets has told Money Management the firm is exploring options in private markets for its wholesale investors.
Burgeoning evergreen funds are extending beyond retail investments, according to Hamilton Lane, and could make up 20 per cent of the private markets universe in a decade.
Licensees are developing their own bespoke managed account strategies and 20 per cent of advisers have said they are encouraged to adopt the products by their licensee.
Momentum Media’s wealth brands are hosting Election 2025, an exclusive event examining the federal election’s impact on the economy, financial advice, and superannuation – analysing party policies and insights from key stakeholders.
The financial advice and investment services firm has welcomed nine senior advisers to its ranks, including six who have jumped ship from Perpetual Private, with the firm actively looking to expand.
A growing trend in the platform space is determining how to look after individuals who have been orphaned by their advisers, according to Investment Trends.
Clime Investment Management has announced its latest appointment to strengthen its private credit and property capabilities ahead of planned product enhancements.
