Australian Ethical sees 54% quarterly inflow boost

Australian Ethical has reported $10.4 billion in funds under management as quarterly inflows grow by 54 per cent.

AUTHOR

RBA forecasts worry T. Rowe Price

T. Rowe Price has cut its exposure to Australian bonds as it believes the RBA’s next monetary policy move will lead to higher bond yields.

AUTHOR

Adviser numbers see triple-digit gains FYTD

Despite concerns about 2024 being a weaker year for adviser growth, the net gains for the financial year to date are exactly in line with the same time last year, although Wealth Data notes it is “still early days”.

AUTHOR

Insourcer or outsourcer: Which type of adviser are you?

A rising number of financial advisers – known as insourcers – are opting to take the investment selection process upon themselves, says Investment Trends’ Irene Guiamatsia.

AUTHOR

‘Generalist’ compliance staff flood market following remediation completion

The completion of remediation projects by firms such as AMP have led to an influx of compliance professionals entering the market, although they see pushback on their narrow skill set.

AUTHOR

DNR Capital establishes global SMID boutique

DNR Capital has announced the launch of a specialist global small and mid-cap equity manager, as it also welcomes its second portfolio manager on board.

AUTHOR

Are you with Australia’s best growth superannuation fund of FY24?

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance.

AUTHOR

Seeking advisers leaving the large licensee rat race

A national financial advice firm is targeting advisers looking to leave large licensees and providing them with tools and financial backing to run their own business.

AUTHOR

Praemium bleeds $414m in quarterly net outflows

Praemium has seen net outflows of $414 million over the June quarter with Powerwrap outflows eight times higher than the previous quarter, and the platform expects this to continue for another six months.

AUTHOR

Clime IM appoints acting MD after Donat’s exit

Clime Investment Management has appointed an acting managing director following the resignation of group chief executive Annick Donat.

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 2 days ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

2 weeks 4 days ago