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MM Newsletter
31 Jul 2024
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Latest News
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Funds management
Boom in private credit funds ‘rings alarm bells’

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

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Financial planning
Quality over quantity: Advisers servicing
fewer clients

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.

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Promoted Content
Asset class insights: Partners’ perspectives from their respective fields

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

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Financial planning
Freshwater Wealth cements adviser pipeline with 2 hires

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.

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Financial planning
CFS plans increased AI usage in wealth management

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.

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Funds management
JPMAM to close 2 sustainable funds

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

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Funds management
C-suite executive departs Pengana after 22 years

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.

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Expert Analysis
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Expert Analysis
Capturing potential in infrastructure

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.

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