FUNDS MANAGEMENT

INDUSTRY NEWS

Selfwealth has announced it has received a “highly attractive” bid from Bell Financial Group to acquire 100 per cent of the company, valuing the company at $51 million....

INDUSTRY NEWS

The fund manager has voiced optimism regarding the 60/40 allocation, noting the strategy can be a wise choice for clients in the long term....

INDUSTRY NEWS

Platinum chief executive Jeff Peters says the firm’s turnaround strategy is beginning to demonstrate its first “green shoots” amid slowing outflows and improved investmen...

INDUSTRY NEWS

Mason Stevens has appointed a portfolio manager from AMP as its new head of asset allocation as David Macri departs after just over a year. ...

INDUSTRY NEWS

A major E&P shareholder has admonished the firm’s decision to delist the company at a time when shares are finally starting to recover from significant losses, as “only a...

INDUSTRY NEWS

Boutique fund manager Spatium Capital has announced consolidation plans with Singapore-based investment group Conduit Group. ...

INDUSTRY NEWS

Organisations must go beyond recruiting a diverse workforce and embed a culture of inclusion to reap the benefits, according to one executive....

INDUSTRY NEWS

A former investment manager has been sentenced in Sydney for forging performance reports related to managed discretionary account investments....

INDUSTRY NEWS

The victory by Donald Trump in the US presidential election could cause fund managers to reconsider the naming of their ESG funds as the US undergoes a political backlash...

INDUSTRY NEWS

PGIM, the global asset management arm of Prudential Financial, has appointed a new president and chief executive as it embarks on a new chapter of growth....

INDUSTRY NEWS

Real Asset Management has appointed James Chapman from Aura Funds as a portfolio manager on its private credit funds. ...

INDUSTRY NEWS

Fund manager Payton Capital, which was acquired by HMC Capital in July, has opened a new office in Western Australia and a second office in Queensland to boost its AUM....

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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 3 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 17 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 21 hours ago