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

Service emerges as key differentiator for platforms, according to BT Adviser Sentiment Index 2024

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Australian financial advisers surveyed for BT’s annual Adviser Sentiment Index 2024 have ranked customer service in the top three most important attributes for selecting a platform provider.[1] According to the... Read more continue reading

DNR Capital High Conviction Portfolio & Fund upgraded to Highly Recommended

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The DNR Capital Australian Equities High Conviction Portfolio and Fund[1] have been upgraded to Highly Recommended by leading research house, Zenith. “Zenith’s strong conviction in the Portfolio  is underpinned by DNR... Read more continue reading

Adviser numbers stabilise, reflecting positive market outlook: 2024 Adviser Product and Marketing Needs Report

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Leading financial services industry research firm Investment Trends has released the 17th edition of its 2024 Adviser Product and Marketing Needs Report, highlighting key trends and opportunities within the financial... Read more continue reading

Surge in AI adoption and cybersecurity focus transforms adviser technology landscape

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Leading research firm Investment Trends releases its 21st edition of the Adviser Technology Needs Report, providing an in-depth review of how financial advisers are adapting to evolving technology trends and... Read more continue reading