AUSTRALIAN EQUITIES

Funds management

January saw $4.6 billion in inflows into ETFs, according to Betashares, with four Australian funds seeing the largest monthly inflows. ...

Financial planning

Sequoia has gained a new shareholder after the Australian Wealth Advisers Group took a substantial stake, stating it sees the advice licensee’s shares trading at a deep d...

Financial planning

Wealth management technology provider Bravura could be the next potential target for private equity firms, with commentators identifying how CEO Andrew Russell has enacte...

Funds management

A new co-portfolio manager has joined Tyndall Asset Management to help strengthen the performance of its small companies portfolio. ...

Funds management

KPMG’s analysis has revealed which generation has the highest ownership of shares, with younger generations demonstrating a more cautious approach due to financial stress...

Financial planning

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

Funds management

An independent expert has ruled the Perpetual deal with KKR is no longer in the best interest of shareholders in light of the increased tax liabilities. ...

Funds management

November proved to be a standout month for international equities, with these ETFs witnessing nearly double the flows of the next closest category....

Funds management

A dozen high-profile female portfolio managers have joined forces on a new equities fund which will invest in companies that deliver solid financial returns and progress ...

Funds management

OC Funds Management and PAN-Tribal Asset Management have both launched equity funds, investing in Australian mid-caps and global equities, respectively....

Funds management

Funds under management at Magellan Financial Group were unchanged in October as the firm launched its first two funds with Vinva Investment Management....

Funds management

Magellan has appointed a deputy portfolio manager to work on its $705 million Airlie Australian Share Fund. ...

Funds management

Equity funds saw $2.2 billion in outflows during the first half of 2024, according to Calastone, despite reporting modest gains in the second quarter. ...

Funds management

Perpetual has appointed a new chief executive to replace Rob Adams, with the new appointment holding a background in leading change programs as the firm moves to complete...

Funds management

Lonsec chief investment officer, Nathan Lim, has reminded advisers and clients that attempting to time the market to combat volatility this week could be costly to portfo...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 weeks 3 days ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

2 months 3 weeks ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

1 week 6 days ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

1 week 6 days ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

2 weeks ago