Boom in private credit funds ‘rings alarm bells’; Quality over quantity: Advisers servicing fewer clients

Concerns have been raised about “fly by night” private credit managers and why advisers should be wary when it comes to their fund selection.

Financial advisers are finding they are able to increase profits at their practices with fewer clients, according to Investment Trends, allowing them to focus their attention on a smaller client base.

Learn from our partners how each asset class is performing, how it fits into client portfolios and where they are seeing opportunities.

The Sydney-based financial advice practice has appointed two new partners to meet rising client demand, particularly driven by the influx of intergenerational wealth transfer clients.

Colonial First State has announced a five-year agreement with Microsoft to underpin the firm’s use of cloud and artificial intelligence technology in wealth management.

Following changes to a Schroders sustainable fund, JPMAM has announced it will close two of its sustainable strategies.

A C-suite executive, who was one of the first employees, will be departing from asset manager Pengana Capital Group after 22 years with the company.

The combination of earnings stability and inflation protected earnings means infrastructure is uniquely positioned for the world we face today, where inflation remains stubbornly high and recession risk lurks, writes Warryn Robertson.