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, 9+ 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…...

5+ day, 2+ 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, 9+ 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, 1+ 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, 20+ hour ago   (404+ words) The Treasury has unveiled a Financial Innovation Strategy that will support targeted sandboxes in areas such as AI-assisted financial advice. In a speech on 3 September, minister for financial services Daniel Mulino, said the strategy aims to drive financial innovation in…...

1+ week, 5+ day ago   (422+ words) Wrap platform MLC Expand has appointed Lisa Hilton as technology general manager. Hilton is set to lead the ‘Wrap Technology’ function at the super and retirement platform, meaning her focus will be on innovation for financial advisers, and extending AI…...

2+ week, 5+ day ago   (608+ words) But as the sector expands, it is also attracting greater scrutiny around transparency, asset valuations, liquidity and risk management. While private credit can provide an important source of funding and support economic growth, not all private credit strategies carry the…...

3+ week, 5+ hour ago   (333+ words) Asset managers are outpacing banking and insurance when it comes to product salaries, according to two recruitment reports, but also have the highest volume of in-office days. A report from Parity Consulting found a head of product at an asset…...

3+ week, 10+ hour ago   (256+ words) FinCap has launched a portfolio review service for financial advisers, allowing them to access an asset allocation review of their private market investments. This will include private market exposure, liquidity needs, leverage policy among other criteria. Led by head of…...