Holding mega-cap stocks could be detrimental: ResearchBY ELIZA BAVIN | WEDNESDAY, 26 MAR 2025 12:11PMHistorically high levels of concentration in equity markets spurred by a handful of mega-cap stocks suggest institutional investors need to add diversification, according to research from Scientific Beta. Related News |
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Prime Financial Group buys Lincoln Indicators
The ASX-listed wealth manager is acquiring Lincoln Indicators, expanding its presence in the high-net-worth and self-managed super spaces.
Coller Capital hires from L1 Capital
Coller Capital appointed a new director for its private wealth team who recently finished up at L1 Capital.
MSCI, Moody's launch private credit risk tool
MSCI and Moody's Corporation have partnered to launch an offering that assesses risks for private credit investments.
Warakirri adds kiwifruit aggregation to farmland fund
Warakirri Asset Management has added a 200-hectare aggregation of three orchards, mainly kiwifruit, with some nashi and corella pears as well as jujubes, to its farmland fund.
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The gatekeeper fallacy: A critical analysis of financial advice regulation in Australia
The current regulatory framework for financial advice in Australia rests on a fundamental misconception that threatens both consumer protection and industry ...
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It doesn't take our 100+ years of collective wealth management experience to know that intergenerational wealth is a hard problem.
A tale of two conflicting PBRs
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Paul Heath
CHIEF EXECUTIVE OFFICER
KODA CAPITAL PTY LTD
KODA CAPITAL PTY LTD
Koda Capital chief executive and founding partner Paul Heath grew up a stone's throw from the company's chair Steve Tucker in Perth. Their eventual collaboration gave rise to one of Australia's premier independent wealth management firms. Andrew McKean writes.
