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SMAs ‘canary in coalmine’ on fees

SMAs ‘canary in coalmine’ on fees

SMAs can act as a 'canary in the coalmine' on fees with new research pointing to the willingness of managers to offer bespoke terms.
US firm takes minority stake in AFPG

US firm takes minority stake in AFPG

US capital investment firm, Kudu Investment Management, has sought a minority stake in Sydney-based Australian Financial Planning Group.
EOFY prompts capital allocation review: Connolly

EOFY prompts capital allocation review: Connolly

InvestmentMarkets’ CEO Darren Connolly said EOFY should not be treated as just a last-minute administrative tidy-up.
Wrong way go back

Extending performance test to MAs a bridge too far?

Mike Taylor 23 June 2026

Managed Accounts

One Comment

Major superannuation funds organisation ASFA has warned Treasury about extending the super performance test to managed accounts.

Fintech partnership

Global X Australia taps Citi as ETF custodian

Binaya Dahal 23 June 2026

Managed Accounts

No Comments

Global X Australia’s Alex Zaika said Citi’s technology and global reach would support scaling its operations and future product innovation.

Small caps market

Bell AM brings new Aus small caps strategy to market

Yasmine Raso 23 June 2026

Funds Management

No Comments

Bell Asset Management has brought a new Australian small companies strategy to market as part of its suite of equities offerings.


Launch of new estate planning platform

FinCap private markets platform goes live with three solutions

Yasmine Raso 19 June 2026

Funds Management

No Comments

Three new managed portfolios have entered the market housed under the FinCap Private Markets Platform, which launched on Thursday.

Channel Capital Fidante merger

Channel Capital, Fidante merge under newly created parent

Yasmine Raso 18 June 2026

Funds Management

No Comments

Fidante and Channel Capital have announced their merger, forming a new entity that will acquire both businesses and $150 billion in assets.

Morningstar active

Traditional active management a ‘zero sum game’

Mike Taylor 18 June 2026

Funds Management

No Comments

Morningstar has again issued a sobering analysis of active funds managers, describing active management as a ‘near zero sum game’.

Ironbark, EQT partner on new infrastructure fund

Binaya Dahal 18 June 2026

Funds Management

No Comments

Ironbark Investment Solutions and EQT have struck a partnership to offer a new infrastructure fund for Australian and New Zealand investors.

IMAP Connect

INDUSTRY NEWS

Scale, Scrutiny And Stewardship In Managed Accounts

Frances Taylor 30 March 2026

Industry News

No Comments

As managed accounts continue to expand at pace, regulatory scrutiny is keeping step. But this attention is not a sudden response to any single

A New Pace For Managed Accounts In 2026

Frances Taylor 30 March 2026

Industry News

No Comments

As advisers navigate market volatility alongside growing demands for governance, efficiency and personalisation at scale, managed accounts

Managed Accounts: Building For Today – And What Comes Next

Frances Taylor 30 March 2026

Industry News

No Comments

In a market defined by the diversity of needs rather than a single client journey, the ability to meet investors where they are and adapt as they move

CPD CONTENT

IMAP webinar – Global Monetary Policy

CPD Content 28 May 2026

CPD Content

No Comments

With Cameron McCormack (VanEck), Richard Quin (Bentham Asset Management). Moderated by Robert Moore (JANA Investment Advisers)

IMAP webinar – Income alternatives outside mainstream bonds

CPD Content 28 May 2026

CPD Content

No Comments

With Adam Roberts (Australian Ethical Investments) and Frank Danieli (MA Financial). Moderated by Robert Moore (JANA Investment Advisers).

IMAP webinar – Portfolio construction in the current environment

CPD Content 28 May 2026

CPD Content

No Comments

Presented by Chamath De Silva (Betashares) and Tristan Bowman (Cameron Harrison). Moderated by Khurram Jan (JANA).

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Charl Marais Zenith

Zenith bulks up portfolio management team

Mike Taylor | 16 June 2026Zenith Investment Partners has beefed up its portfolio management capability with the appointment of Charl Marais as senior portfolio manager.
Aussie equities

Why Aussie equities are a hard sell

Mike Taylor | 16 June 2026A combination of lack of exposure to artificial intelligence and the RBA's interest rate approach is eroding the case for Australian equities.
Space X

Van Eck, SpaceX and lessons from history

Mike Taylor | 16 June 2026Van Eck is cautioning investors against writing off the SpaceX IPO as a excess enthusiasm by pointing to history's precedents.
ETF fund launch

Franklin Templeton adds to active ETF offerings

Mike Taylor | 11 June 2026Franklin Templeton has expanded its active ETF offerings with the launch of global systematic equity and income strategies.
US inflation

Warning not to underestimate US inflation threat

Mike Taylor | 11 June 2026Investors are being warned not to underestimate the continuing inflation threat in the US as the new Fed chair deals with the latest jump.
private credit

PIMCO warns credit loss cycle has arrived

Binaya Dahal | 11 June 2026PIMCO said a genuine default cycle is now unfolding and recoveries may be weaker and less reliable than in the past.
Alex Vynokur Betashares

Betashares launches low-cost ETF

Mike Taylor | 9 June 2026Betashares has added to its core range of Aust fixed income offerings with a new low-cost ETF - the Betashares Bloomberg AusBond Composite.
Neil Gellett

AZ NGA makes senior appointments

Mike Taylor | 9 June 2026MLC's former head of Managed Accounts and Alternatives, Neil Gellett, has been named amongst a raft of senior appointments at AZ NGA.