EQUITIES

Funds management

Fund managers are entering 2025 with the most bullish sentiment since August 2021 and record high allocations to US equities, thanks to the incoming Trump administration....

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....

Expert Analysis

Next year there are more reasons than most to start with a fresh perspective when it comes to reshaping investment strategies, writes Dan Farmer. ...

Funds management

GQG Partners has reported funds under management have remained resilient amid “heightened interest” around its backing of Adani Group, which led its shares fall 20 per ce...

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

Magellan has announced the launch of its first long-short product, its third fund arising from its strategic partnership with Vinva Investment Management....

Funds management

A new survey has found advisers are planning to increase allocations to global equities as well as Australian small caps in the next six months, however they believe high...

Funds management

Two Australian fund managers have launched active ETFs on the ASX, one investing in global equities and the other investing in Australian small caps. ...

Funds management

TWC Investment Management, which launched in September, has unveiled a long-only equity fund targeting global wealth creator stocks....

Funds management

Global fund managers are the most overweight to US equities since August 2013 on the back of the election of Donald Trump as US president-elect, according to Bank of Amer...

Funds management

GQG Partners has reported a decrease in its funds under management as at 31 October, its first fall since October last year....

Funds management

CFS has finalised its decision on the future of two RLAM funds on its platform after Ironbark Asset Management opted to agree to new investment managers....

Funds management

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

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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 2 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 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 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. ...

3 days 7 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...

2 days 11 hours ago