FUNDS MANAGEMENT

INDUSTRY NEWS

Asset managers are seeking out acquisitions and strategic partnerships in the area of technology and robo-advice to benefit from an evolving wealth management landscape a...

INDUSTRY NEWS

OC Funds Management and PAN-Tribal Asset Management have both launched equity funds, investing in Australian mid-caps and global equities, respectively....

INDUSTRY NEWS

Magellan has announced the launch of its first long-short product, its third fund arising from its strategic partnership with Vinva Investment Management....

INDUSTRY NEWS

An FSC report found female representation in portfolio management and analyst roles has improved in 2024 amid diversity efforts, although the figure dipped drastically fo...

INDUSTRY NEWS

PwC suggests asset managers are accelerating plans to build out their asset classes, supported by mergers and strategic partnerships, to capitalise on clients' diversific...

INDUSTRY NEWS

As cost-cutting programs drive a rise in wealth management redundancies, a recruitment consultant suggests highly regarded talent are seeing their loyalty tested in an un...

INDUSTRY NEWS

Global wealth advisers are cautiously optimistic about the future, with many expecting to meet their clients’ financial goals over the next few years despite economic cha...

INDUSTRY NEWS

A new survey has found advisers are planning to increase allocations to global equities as well as Australian small caps in the next six months, however they believe high...

INDUSTRY NEWS

The fund manager has announced plans to debut its first exchange-traded fund, launching in the first half of 2025....

INDUSTRY NEWS

The average managed fund fee has declined by a third over the past 10 years, however InvestSMART’s analysis suggests this has not necessarily translated to them outperfor...

INDUSTRY NEWS

The Australian Bureau of Statistics has reported the October figure for CPI inflation, driven by significant falls in electricity as the result of government rebates....

INDUSTRY NEWS

UBS Wealth Management has shared how much of a client portfolio it believes advisers could be allocating to private markets as well as detailed the importance of switchin...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 3 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 1 day ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

4 days 20 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days ago