Magellan’s infrastructure funds have reported gains for the second consecutive month, avoiding potential outflows associated with the exit of its sector head Gerald Stack...
WT Financial’s new entity with Merchant, Investco, has entered into a heads of agreement to merge three financial advice firms. ...
Money Management understands Natixis Investment Managers is planning to launch its own private asset product for the Australian retail market....
State Street Global Advisors has made an equity investment in Ethic, a platform helping financial advisers to produce bespoke portfolios, reflecting the greater client de...
With Insignia Financial suffering a cyber attack on its Expand platform, this can potentially have a negative impact on the two private equity bids currently in play for ...
Platinum Asset Management has rejected a bid from PM Capital to acquire its two listed investment companies....
The US$837 billion fixed income manager has created a new head of asset-based finance role amid the rising client demand for asset-based financing and tailored investmen...
Asset managers may be encouraged to diversify their product ranges and branch into the retail or intermediary market but, two consultants argue, they may find it more com...
Insurer TAL has announced it has taken a minority stake in investment manager Challenger....
Despite younger generations representing the largest group of potential inheritors, CoreData has discovered less than half of beneficiaries have professional advice to na...
An Adelaide-based financial planning and accounting firm is set to merge into Count Adelaide, aligning with Count’s ambitions to form a national footprint of scaled equit...
ASIC has been granted permission to shut down almost 100 websites running investment scams, with the Federal Court describing how its victims were “fattened like pigs to ...
Merchant Wealth’s David Haintz has described how the firm differs from the traditional private equity ventures jumping into Australia, and why M&A isn’t like Married at F...
The Financial Services and Credit Panel has made a written direction after advice regarding non-concessional contributions meant an individual was forced to withdraw over...
The Sydney-based boutique fund manager has listed its inaugural ETF on the ASX, based on an existing fund that provides exposure to mid-to-large growth companies....
Two listing experts have shared tips for fund managers to consider when it comes to launching their first ETF on an exchange....
Private wealth firm Fitzpatricks Group has appointed a newly created head of product, who previously spent 20 years at CFS, to bolster its range of investment options....
Platinum Asset Management has seen outflows moderate during March, down 15 per cent from the previous month when it announced two major investment team changes....
PM Capital has hit out at Platinum Asset Management, saying the firm only provided “limited engagement” following its bid for two listed investment companies....
With BlackRock recently combining both private and public markets in a single managed account for US investors, commentators explore the challenges and opportunities of d...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...