FLOWS

Financial planning

Inflows to Praemium have decreased from almost $3 billion to $1.3 billion in the FY22–23 although positive market movements still helped the firm see a rise in funds unde...

Funds management

Funds under management at GQG Partners are approaching US$100 billion thanks to inflows of more than US$5 billion since the start of 2023. ...

Funds management

GQG Partners has reported positive net inflows of US$8 billion for 2022 while net revenue has increased by almost 10%....

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Financial planning

The super and investment services platform has reported underlying profit growth, despite a spike in outflows across both its FUA and FUM portfolios. ...

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Funds management

Economic uncertainty and a shift in market sentiment have been attributed to a 42% plunge in the wealth management firm’s net FUA inflows....

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Funds management

Inflows to Australian equity exchange traded funds rose 57% quarter-on-quarter to $1.7 billion in Q2, according to Vanguard, as investors sought familiar domestic names i...

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Funds management

Magellan has seen quarterly net outflows of $5.2 billion in the three months to 30 June, causing total funds under management to fall to $61.3 billion. ...

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Funds management

GQG has recovered assets lost in April this month with funds under management rising by 4.6%....

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Funds management

Vanguard has announced the closure of its Vanguard Global Multi-Factor Active exchange traded fund, as the ETF industry sees a lacklustre start to the year....

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Funds management

Pendal’s Australian funds under management have declined by 3.8% in the March quarter as a result of portfolio adjustments and investment performance. ...

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Funds management

Magellan Financial Group has seen outflows of $1.5 billion in the December quarter, in addition to a $23 billion reduction from the termination of a mandate with St James...

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Funds management

Despite a fall in global and Australian equities, exchange traded funds had the highest monthly net inflows in September with $2.9 billion entering the industry. ...

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Funds management

Exchange traded products in Australia experienced inflows over $1.07 billion in April, with half that in Australian equities....

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Financial planning

The platform provider also experienced a decrease of $0.7 billion in funds under administration during the March quarter....

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Funds management

Platform provider Netwealth is asserting robust financial health in the face of COVID-19 and impacts on inflows....

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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 4 days ago

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

1 month 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 2 days 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. ...

4 days 23 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...

4 days 3 hours ago