Alphinity Investment Management opens flagship Global Equity Fund to UK and European investors

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Expanding its global reach, Alphinity Investment Management, a leading Australian-based equity boutique, is launching a UCITS version of its flagship Global Equity Fund. The Alphinity Global Equity Fund offers investors... Read more continue reading

Unique digital advice solution answers retirees’ two biggest questions

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Aware Super has launched a sophisticated new digital advice solution that offers members control and confidence over their retirement planning. Retirement ManagerTM, designed in conjunction with leading tech provider Bravura... Read more continue reading

Pengana Global Private Credit Trust offers additional $82 million units via entitlement offer to investors

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Listed investment trust, Pengana Global Private Credit Trust (ASX: PCX), which provides investors access to a highly diversified portfolio of global private credit securities, has announced it will offer $82... Read more continue reading

Hamilton Lane launches Global Venture Capital and Growth Evergreen Fund, adding to its $13B+ AUM evergreen platform

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Leading private markets investment firm Hamilton Lane (Nasdaq: HLNE) has announced the launch of the Hamilton Lane Global Venture Capital and Growth Fund (“HLGVG” or “the Fund”), an evergreen investment... Read more continue reading

FAAA Value of Advice Index highlights stability for advised Australians during a turbulent year

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Australians who have a financial adviser are markedly more confident in their financial outlook and perceived quality of life, according to the FAAA’s 2025 Value of Advice Index. This is despite... Read more continue reading

intelliflo enhances client engagement, task management with new adviser-driven features

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intelliflo, the global cloud-based technology solution for financial advisers, has today announced two new features designed to enhance client engagement and task management to  further support the evolving needs of Australian practices.... Read more continue reading

Entireti unveils managed account and portfolio management service

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Advice services partner, Entireti, has launched Salita Portfolio Services, a managed account and portfolio management service designed to support all licensed and selflicensed practices within the network: Akumin, Fortnum, Personal... Read more continue reading

Franklin Templeton completes Martin Currie integration with ClearBridge, further strengthening Australian market presence

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Franklin Templeton has completed the global integration of Martin Currie’s investment capabilities into ClearBridge Investments. This marks a significant milestone in Franklin Templeton’s business strategy in Australia, reinforcing its commitment... Read more continue reading

Zagga joins UN-backed Global Principles of Responsible Investing

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Specialist real estate private credit investment manager, Zagga, has reinforced its commitment to responsible investment by becoming a signatory to the UN-backed Principles of Responsible Investing (PRI). The PRI is... Read more continue reading

CPD: Informed consent – when disclosure becomes true understanding

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Introduction Few issues are as central to effective, compliant financial advice as informed consent. Aside from being a foundational element of financial consumer protection, clients who understand the advice they... Read more continue reading