POWERED BY MOMENTUM MEDIA
NEWS
‘Ineffective sales methods’ have been cited as the largest barrier to private market investment by APAC wealth managers, according to MSCI, greater than the products’ ill...
An increased number of products rated following the boom in private markets funds have seen revenue at Lonsec Research & Ratings rise to $21.4 million. ...
As assets in separately managed accounts reach $200 billion, industry stakeholders have formed a committee to standardise their fee reporting....
The Federal Court has made interim orders to freeze the assets of a managed investment scheme, its responsible entity, and a director....
As another 32,000 HNW investors say they plan to enter the private market investment space in the next 12 months, platforms are having to “act swiftly” to strengthen thei...
Clime Investment Management has reported a return to operating profit after a $1.6 million loss a year ago thanks to an aggressive turnaround program....
Fund manager BML Funds, which has $1 billion in assets under management, is to be wound up as its chief investment officer Ted Alexander moves to Platinum....
With new entrant numbers up 90 for the calendar YTD, Wealth Data has revealed the top licensee owners that have onboarded new advisers....
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford discuss the corporate regulator’s recent discussion paper looking into the rapid...
Australian Ethical has become the latest fund manager to flag an expansion of its private markets range while reporting a 50 per cent rise in statutory net profit after t...
Sequoia Financial Group’s business simplification program has led to a strong profit growth for the first half of FY25, saying it is “out of the congestion and onto the f...
PM Capital’s Global Opportunities Fund has made a binding offer to acquire the two listed investment companies run by Platinum Asset Management. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...