 MATTHEW VAN DIJK | MONDAY, 30 OCT 2023 For many advisers, cost is a significant factor when it comes to considering how best to meet their obligation to act in the client's best interest. Custodial investment platforms, from older style master trusts and wraps to more modern solutions ... Read more PAGE: 1 |
Latest News
Infinity AM wins SMID fund mandate
Viridian Financial Group's Infinity Asset Management won a mandate to oversee a small to mid-capitalisation fund that was previously under the remit of Renaissance Asset Management.
Perpetual rejects another EQT AB bid
Perpetual has rejected another takeover offer from EQT AB, saying it does not adequately represent the fair value of the company.
New alternative investment firm lands in Sydney
A pair of Remara directors, along with an iPartners private credit specialist, have joined forces to launch a new alternative investment firm, targeting an underserved segment across the private credit market.
New 'high-risk' derivatives on the rise
An innovative financial product, known as perpetual futures contract (perps), are currently under the scope of the market regulator, spreading concerns that the "speculative" product may be unlawfully distributed towards retail investors.
Further Reading
Cover Story
On the horizon
MICHAEL TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
Tim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't mean just any solution will do. Eliza Bavin writes.
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Why managed accounts are the best antidote to market volatility
Australia's $145 billion - and counting - managed accounts industry has transformed the ease and efficiency with which advisers can run a business and ...
