FUND MANAGEMENT

Funds management

Brad Potter, who has helmed Australian equities at Tyndall Asset Management for the last decade, has announced his retirement from the business. ...

Funds management

PwC suggests asset managers are accelerating plans to build out their asset classes, supported by mergers and strategic partnerships, to capitalise on clients' diversific...

Funds management

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

Financial planning

Research house Morningstar has welcomed a new director for manager research to cover Australian and New Zealand fund managers. ...

Funds management

Platinum chief executive Jeff Peters says the firm’s turnaround strategy is beginning to demonstrate its first “green shoots” amid slowing outflows and improved investmen...

Funds management

Boutique fund manager Spatium Capital has announced consolidation plans with Singapore-based investment group Conduit Group. ...

Funds management

Funds managers are being urged by financial advisers to improve their “outdated” education and communication about alternative funds as they actively target them towards ...

Funds management

Fidelity International has looked internally to appoint a head of strategic sales and solutions for its Australian division, which is a newly created role for the busines...

Features

Money Management explores what is needed for a successful fund manager succession plan as a generation of managers approach retirement and how firms can mitigate the risk...

Funds management

Blackwattle Investment Partners has revealed it will be launching a mentorship program to empower experienced female professionals into the funds management industry....

Funds management

With the third quarter behind us, Money Management reviews the most notable M&A deals in the fund management space over the past three months....

Financial planning

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

Funds management

Magellan Financial Group has appointed a new co-manager on two of its global equity funds, including the flagship $8.3 billion Global Fund....

Funds management

ASIC has suspended the Australian financial services licence of a Melbourne fund management firm. ...

Funds management

Boutique global small and mid-cap equities manager Canopy Investors has appointed a new portfolio manager, marking the third former Magellan professional to join the fir...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks ago

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

3 weeks 5 days 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. ...

5 days 22 hours 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. ...

1 day 13 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago