FUNDS MANAGEMENT

INDUSTRY NEWS

Amid a growing appetite for alternatives, investment executives have shared questions advisers should consider when selecting a private markets product compared to their ...

INDUSTRY NEWS

Chief executive Maria Lykouras is set to exit JBWere as the bank confirms it is “evolving” its operations for high-net-worth clients....

INDUSTRY NEWS

Bennelong Funds Management chief executive John Burke has told Money Management that the firm is seeking to invest in boutiques in two specific asset classes as it identi...

INDUSTRY NEWS

Responsible investment performance concerns have lessened as the market hits $1.6 trillion in AUM, according to RIAA’s annual report, but greenwashing fears among asset m...

INDUSTRY NEWS

Research by Morningstar has found fixed income funds are bucking a general trend around managed fund fee dispersion with a smaller fee dispersion compared to equity ones....

INDUSTRY NEWS

As investors seek to diversify their portfolios, the naming of bond labels has broadened out to include green, social, and impact bonds, according to the annual RIAA repo...

INDUSTRY NEWS

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

INDUSTRY NEWS

Metrics Credit Partners is expanding its private credit fund range with a managed fund for retail investors following investor demand....

INDUSTRY NEWS

Investment executives say the benefits of real assets for client portfolios can “absolutely” outweigh the illiquidity risk, provided there is a good understanding of its ...

INDUSTRY NEWS

Fund manager GSFM has appointed a key account manager for Queensland, following the appointment of a head of retail distribution last month....

INDUSTRY NEWS

The struggle to recruit specialist expertise in alternative asset classes means senior analyst salaries are surpassing $200,000 as fund managers compete for talent, obser...

INDUSTRY NEWS

TWC Investment Management, which launched in September, has unveiled a long-only equity fund targeting global wealth creator stocks....

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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 4 days ago

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

1 month 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. ...

5 days 7 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 11 hours ago