DMX and Monash provide update as merger completes

Funds-management/Monash-Investors/small-cap/mergers-and-acquisitions/

Two Australian small-cap asset managers have completed their merger after announcing the news in July this year, while providing an investment update.

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How long can GQG Partners’ success continue?

GQG-Partners/Funds-management/morningstar/

Stronger fund flows and a shift to higher-margin funds has benefitted GQG Partners lately but investors are underestimating the risk of performance mean reversion, according to Morningstar.

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Dividends in Australia see severe Q2 decline

Janus-Henderson/dividends/Funds-management/

Australia saw one of the most severe underlying dividend declines in the world in the second quarter of 2024, according to Janus Henderson.

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How is outsourcing impacting Aussie funds management talent?

Kaizen-Recruitment/outsourcing/Funds-management/

With more fund managers looking to outsourced providers, two experts examines how this is affecting the local talent landscape in Australia for graduates looking to enter the sector.

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Why did August’s adviser exam see a lower pass rate?

exam/adviser-exam/Joel-Ronchi/ASIC/new-entrants/

While the August financial advice exam saw a lower pass rate of 62 per cent compared with 70 per cent in previous sittings, this expert believes it’s for a positive reason.

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Anticipating the year ahead for 5 major advice players

licensees/financial-advice/amp/insignia-financial/Count-Financial/WT-Financial-Group/Centrepoint/

With the FY24 reporting season behind us, five major financial advice licensees are looking to achieve growth either through inorganic activity or internal expansion.

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Banned Melbourne adviser sees order varied with jail threat

ASIC/adviser-ban/federal-court/

An alleged involvement with an insurance claims business has led the Federal Court to vary the orders of a banned adviser to add the threat of jail time.

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AMP North makes enhancements for greater flexibility

amp/amp-north/Platforms-&-wraps/

The investment platform has announced several improvements, enabling advisers to create more bespoke solutions for clients as well as further exclusion options.

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Lazard brings Japanese equity fund to Aussie market

Lazard/Lazard-Asset-Management/international-equities/Japan/

Lazard Asset Management has expanded its investment menu for Australian investors with a new Japanese equity fund.

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Market Volatility Playbook: Defensive Tools for Investment Portfolios

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