FUND MANAGEMENT

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Funds managers are being urged by financial advisers to improve their “outdated” education and communication about alternative funds as they actively target them towards ...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

Funds management

Funds under management at Magellan were largely flat in June as the asset manager reports a 72 per cent rise in performance fees for FY23–24....

Funds management

Latest analysis from Morningstar has raised concerns with four Australian asset managers, flagging their organisational issues and a less-favourable impact from interest ...

Funds management

BDMs specialising in equities and fixed income report their bonuses are coming under pressure as investors opt for alternatives but salaries can still reach as high as $4...

Funds management

Schroders Australia has become the latest asset manager to announce changes to its Australian investment teams with head of fixed income Stuart Dear to depart after more ...

Funds management

Rather than gathering new clients and launching new products, the key focus of asset managers right now is to ensure their existing clients are top priority in a bid to p...

Funds management

Sophia Rahmani has officially begun her new role as managing director of Magellan with the intention to move to CEO within 12 months. ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 weeks ago

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

1 month 4 weeks ago

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

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 3 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 2 days ago

The Federal Court has made interim orders to freeze the assets of a managed investment scheme, its responsible entity, and a director....

1 month ago