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Editor's Choice
JPMAM, iCapital launch new private market fund for wholesale investors
J.P. Morgan Asset Management (JPMAM) and iCapital have launched a new Australian domiciled fund designed to afford wholesale investors access to small to mid-market private equity opportunities.
Betashares captures most net flows in managed funds industry
Betashares has commandeered the top spot for net flows among all investment managers in the managed funds industry.
ASIC appeals judge's call to not penalise Block Earner
ASIC is appealing the Federal Court's recent decision to not issue a penalty to Block Earner after it was found to have provided unlicensed financial services.
Average super balances fall
Australian Taxation Office data found the average super balance has fallen, as it also revealed the highest paid professions in the nation.
Further Reading
Know the facts about lifetime annuities
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Expert Feed
Why advisers should consider offering general insurance to HNW clients
I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.
The role of AI in financial planning: Insights from the US
Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...
Considerations when nominating a charity for your super upon death
There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.
The end of free money
With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...
Featured Profile
Phil Usher
CHIEF EXECUTIVE OFFICER
FIRST NATIONS FOUNDATION
FIRST NATIONS FOUNDATION
Taking a gamble to steady the ship as chief executive of First Nations Foundation, Phil Usher has turned it into a more secure, self sustaining entity, far better equipped to empower First Nations people to achieve financial prosperity. Andrew McKean writes.
