Amid discussions on whether private markets will soon exist in an exchange-traded fund (ETF) structure, Global X’s Marc Jocum examines the challenges that could arise from this type of innovation.

Research by VanEck has detailed which elements of fixed income and credit have performed the best since the start of 2024. The firm’s Credit and Fixed Income Portfolio Compass compared the one-year ...

Two CEOs and a recent report have underscored how the current period of mergers and acquisitions, led by large buyer groups, is redefining the financial advice profession. A new report from Forte ...

BT’s Bryan Ashenden has encouraged advisers to remain aware of the Financial Services and Credit Panel’s (FSCP) four latest determinations against relevant providers. The FSCP is a pool of industry ...

There is a role for advisers to include capital securities in portfolios to provide diversification within clients’ fixed income allocations, according to fund manager Wellington Management. Capital ...

A global market sell-off in August and concerns around the Fed’s approach to rate cuts have prompted investors to consider reassessing their portfolio allocations. Market volatility has returned after ...

Both Schroders and abrdn have appointed new group chief executives to lead their respective firms. In an announcement on 10 September, Schroders confirmed it has named Richard Oldfield as its new ...

APAC fund manager Nikko Asset Management has announced its plan to rebrand as Amova Asset Management. From 1 September 2025, the firm will be known as Amova Asset Management which, it said, will ...

While Australia continues to rank strongly in the global retirement index, financial advisers are still vital to mitigating the financial strain being felt by retirees. Natixis Investment Managers’ ...

The number of Australian high-net-worth (HNW) individuals has grown by nearly 9 per cent from 2023, spelling positive news for financial advisers. Praemium, in conjunction with Investment Trends, has ...

The industry body has argued against “prescriptive record keeping obligations” in favour of advisers using their professional judgement. According to the Financial Advice Association Australia (FAAA), ...

Clients are exhibiting a number of concerns on the intergenerational wealth transfer, making it imperative for advisers to address these fears. Earlier this year, Adviser Ratings discovered that 14 ...