FUND MANAGER

People & Products

Lonsec has made further appointments to its research team, including a specialist quantitative analyst and a senior consultant...

image
Financial planning

The sale of an industrial allotment on Brisbane's south-side has seen property fund manager CYRE Trilogy produce an additional 12.7 per cent gain for investors in its Bri...

image
Financial planning

Ventura uses multi-manager efficiencies to reduce financial adviser costs....

image
People & Products

Altius Asset Management has appointed Vanessa Thomson to the role of head of credit research....

image
Editorial

Platforms are facing pressure from all sides, Milana Pokrajac writes. How will they deal with changing financial adviser demands, low investor sentiment and fast approach...

Editorial

Are multi-asset funds the next big thing, deja vu - or perhaps a bit of both? Janine Mace reports....

image
Financial planning

BNY Mellon's decision to close Ankura Capital has no impact on Russell fund rating....

image
Editorial

In the short term, we often see dramatic differences in the performance of hedged vs unhedged international equities portfolios. How much (if any) of an international equ...

image
Financial planning

In the short term, we often see dramatic differences in the performance of hedged vs unhedged international equities portfolios. How much (if any) of an international equ...

image
People & Products

Tyndall Asset Management has announced the appointment of Matt Russel as head of institutional business....

People & Products

Threadneedle Investments has added to its global equities team, with the appointment of Neil Robson as a fund manager....

Funds management

Centuria Property Funds has seen a pickup in enquiries from financial planners over the past four months as an increase in volatility sends investors back to unlisted pro...

image
Financial planning

Listed property appears to be returning to its previous model and slowly becoming a defensive asset again, resulting in more positive financial adviser and investor attit...

image
Financial planning

Portfolio manager departures and turnover are having a significant impact on the performance of Australian equity funds, morale and investor relationships, according to t...

image
Editorial

PortfolioConstruction Forum presents the most recent projects conducted by major funds research houses over the past month....

image
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 3 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 1 day 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 1 day 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 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...

3 days 4 hours ago