Mind the gap: Super funds key pillar of support in both retirement expectations and reality

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Two years on from the Retirement Income Covenant coming into force, research from leading financial insights firm Investment Trends highlights the stark disconnect between the income sources pre-retirees expect to... Read more continue reading

High-net-worth investor landscape evolves with rising numbers, growing wealth, and expanding needs for expert advice

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The high-net-worth (HNW) investor landscape is undergoing significant transformation, driven by unprecedented growth in both the number of investors and the total wealth they control. Praemium in conjunction with Investment... Read more continue reading

Financial advisers enhance value for clients, Russell Investments report finds 

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Russell Investments, a leading global investment solutions partner committed to improving peoples’ financial security, released its seventh annual Value of an Adviser Report. The report reveals financial advisers added at... Read more continue reading

Pzena Investment Management’s Australian Funds receive “Highly Recommended” ratings from Genium

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Pzena Investment Management is proud to announce that both the Pzena Emerging Markets Value Fund and the Pzena Global Focused Value Fund have received the “Highly Recommended” rating from Genium... Read more continue reading

Alceon Debt Income Fund achieves a rating upgrade to ‘Superior’

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Alceon’s Debt Income Fund (“the Fund “) has been upgraded to an SQM Research rating of ‘Superior – High Investment Grade’ for 2024, the research house’s second highest rating following... Read more continue reading

Global X’s Bank Credit ETF earns ‘Recommended’ rating from Lonsec

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The recently-launched Global X Australian Bank Credit ETF (ASX: BANK) has received a ‘Recommended’ rating from premier investment research and ratings firm, Lonsec. The ‘Recommended’ rating reflects strong conviction in... Read more continue reading

Pallas Senior Income Fund awarded 4-star superior rating from SQM Research

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Pallas Capital, leading APAC specialist financier and investment manager in Commercial Real Estate (CRE) debt, has been awarded an inaugural ‘Superior’ four-star rating by SQM Research for its managed Pallas... Read more continue reading

CrowdProperty Australia Investment Trust receives favourable rating from SQM Research

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CrowdProperty Australia’s real estate debt investment fund has achieved a ‘favourable’ 3.75-star rating from SQM Research. This rating signifies the fund’s “moderate potential to outperform over the medium-to-long term” and... Read more continue reading

Household Capital welcomes Actuaries Institute report – critical to change the narrative on the role of the home in retirement

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Key points:  It is critical to change the narrative on the role of the home in retirement. The Actuaries Institute believes unlocking 20 percent of the $1.3 trillion in housing... Read more continue reading

Adviser fee hikes drive client attrition, boost profit margins

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Investment Trends, a leading financial services research firm, has released its 2024 Adviser Business Model Report, offering crucial insights into the evolving landscape of financial advisory practices in Australia. The... Read more continue reading