Private markets make concrete inroads with advisersBY KARREN VERGARA | WEDNESDAY, 6 DEC 2023 12:51PMFinancial advisers are feeling energised by private markets as fund managers pave the way to make opportunities accessible not only to sophisticated investors but also retail clients more than ever. Related News |
Editor's Choice
Insignia gives PE firms more time to devise deal
Bain Capital and CC Capital Partners have been granted more time to thumb through Insignia Financial's books.
DII drives life insurance disputes: APRA
Disability income insurance (DII) continues to be a bugbear for the life insurance industry and is the most highly disputed product among advised, non-advised and group insurance customers, APRA statistics show.
Mantis to distribute new micro cap offering
Mantis Funds has secured a distribution deal with Balmoral Investors, taking its micro cap strategy to market.
Div 296 must proceed to strengthen 'fairness' in superannuation: ASFA
Ahead of the federal election, the Association of Superannuation Funds of Australia (ASFA) has urged all contesting parties to consider its recommendations to "protect and strengthen" the super sector.
Products
Expert Feed
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 ...
How family shapes our financial futures
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
What happens if a spouse survives the death of the member but dies before payment has been made?
From red tape to results? DBFO's potential
With only around 15,480 financial advisers in the country at last count, and 800 Australians retiring every day, the profession is facing a severe shortage ...
Featured Profile
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.
