3+ day, 2+ hour ago   (703+ words) After a turbulent first half of 2026, boutique fund manager Ten Cap is looking to AI infrastructure, healthcare and active stock-picking to drive its next leg of growth. At a Sydney event on 10 September, portfolio manager Jun Bei Liu, co-founder Jason…...

3+ day, 10+ hour ago   (471+ words) Fund managers Schroders and Fidelity have both updated their views on tech, software and AI, identifying growth opportunities from expanded capex spending. Appearing on two separate webinars, portfolio managers at the two firms discussed the effect of AI and its…...

3+ day, 10+ hour ago   (516+ words) Netwealth has appointed data intelligence expert and technologist Silvio Giorgio as general manager for data and AI. He joins the platform at the outset of its ambition to double funds under advice by FY30, with a core focus on boosting operational…...

4+ day, 6+ hour ago   (349+ words) Advisers are invited to look beyond performance and into market positioning and investment practices, in order to assess whether a managed account can remain relevant. Andrea Theouli, deputy head of research at Lonsec, extends a series on the evolution of…...

5+ day, 3+ hour ago   (325+ words) The use of hybrid pricing is gaining momentum for advice firms while asset-based fees are declining, according to Vital Business Partners (VBP). The 2026 Advice Fee Benchmarking Report surveyed 143 Australian advice firms representing around 500 advisers to understand what firms are charging…...

4+ day, 10+ hour ago   (333+ words) The role of distribution professionals is evolving from talks of performance to one focused on portfolio construction, according to recruiter Platinum Pacific Partners. Rather than prioritising the old playbook of access and fund performance, newer distribution staff are positioned to…...

6+ day, 2+ hour ago   (247+ words) Managed portfolios now account for 30 per cent of total advised FUA, up from just 16 per cent in 2021, but only some sectors will be winners from this boom. Source: North, September 2026 North also argues that with managed accounts, advisers can use…...

1+ week, 6+ hour ago   (423+ words) Perth-based Integro Private Wealth will merge with WA advice firm Coastline Private Wealth and intends to create a specialist risk division. Integro said the deal aims to strengthens its presence in the state, benefit from broader scale, and create a…...

1+ week, 4+ hour ago   (233+ words) Adviser productivity platform Marloo has partnered with life insurer NEOS to improve adviser productivity through AI applications. According to the platforms, the partnership combines Marloo’s AI-driven adviser workflow technology with NEOS’s platform and expertise to help advisers assess client protection…...

1+ week, 3+ day ago   (512+ words) A review of the wholesale client definition should be first priority, according to Assured Support’s Sean Graham, as investors are losing vital consumer protections. A person can be treated as a wholesale investor where they have net assets of at…...