Morningstar scrutinising private credit distribution
Morningstar will scrutinise how private credit funds are marketed and distributed as part of its rating methodology into the controversial sector, with “misaligned incentives” being one of the key red flags.
November 27, 2025
Former JBWere CEO to replace Judith Fox as head of stockbrokers association
Former JBWere chief executive Maria Lykouras has been appointed as the new CEO of the Stockbrokers and Investment Advisers Association, replacing Judith Fox, who announced her departure earlier in the year.
November 27, 2025
The Emperor’s New Clothes and seeing the value beyond momentum in Australian Equities
Index investing and momentum are driving up valuations and creating an illusion of strength while ignoring the uncomfortable truth that earnings fundamentals for many popular, crowded stocks no longer support the prices, writes ClearBridge Investments head of Australian equities.
November 27, 2025
Passive flows reshape ASX, reviving case for stockpickers
Low-cost market cap weighted indices have delivered for investors in recent years, but the wall of passive money may finally be swinging the pendulum back towards an active approach.
November 26, 2025
Mandating super for nation-building risks flight to SMSFs: Pearce
Directing super funds to invest in nation-building projects could see money flow from the APRA-regulated system and into SMSFs, according to UniSuper CIO John Pearce, who also suggested that super funds were hitting portfolio limits for unlisted assets.
November 26, 2025
InterPrac disputes it had prior warning of ASIC notice
The ASX-listed owner of InterPrac Financial Planning, Sequoia Financial Group, has told the exchange it had no prior knowledge of ASIC’s action after concerns were raised that the company didn’t notify the market fast enough.
November 25, 2025
Research will become more essential due to Shield, First Guardian: GDG’s Hackett
Appearing at next week’s Researcher Forum, Generation Development Group CEO Grant Hackett will discuss why he’s bullish on the role managed accounts will play, the rise of the group over the past seven years and why quality research has become more important due the collapse of the Shield and First Guardian funds.
November 25, 2025
How to cruise into retirement with confidence
Australia’s super system has been hugely successful at building long-term wealth, but that enormous pool of assets appears to still not be enough to give retirees the confidence to spend, writes Generation Life’s Felipe Araujo. This is forcing the industry to rethink the investment structures, or combination of structures, required to deliver investors greater certainty, flexibility and peace of mind.
November 24, 2025
When the succession plan needs its own succession plan
For business owners, having a succession plan – a plan B to cover the worst-case scenario – is essential for continuity. Templeton Advice Group was unfortunately struck with a poor run of luck that showed sometimes a succession plan may need its own backup plan.
November 21, 2025
Let them eat cake: Shareholder apathy lets Sequoia off the hook
Shareholder activism has achieved many positive results by putting boards and executives under public pressure to do better. On the flipside, shareholder apathy allows companies to evade close scrutiny. Sometimes, shareholders seem more interested in franked dividends and a decent spread of cakes and sandwiches than in holding boards to account.
November 21, 2025
