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 ...

Vital Business Partners (VBP) has taken a minority equity stake in Ensombl, a digital platform for financial advisers. The Australian-owned, Philippines-based outsourcing company announced its stake ...

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 ...

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 ...

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), ...

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 ...

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 ...

The $100 million settlement for members of the AMP buyer of last resort (BOLR) class action has been approved today. In orders published on 6 September, the settlement was approved subject to three ...

BlackRock’s iShares fixed income exchange-traded funds (ETFs) have reached US$1 trillion in assets under management (AUM) across the globe. The milestone follows more than 20 years since the asset ...

DASH Technology Group has reported double-digit uplift across the group in FY24, as it focuses on inorganic growth through strategic acquisitions in the year ahead. The financial planning software and ...