FUND MANAGER

Financial planning

US-based fund manager Janus Capital has established its inaugural presence in the local investment market with the opening of a Melbourne office....

Financial planning

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Financial planning

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Financial planning

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Funds management

The peak association for investment consultants is gearing up for a couple of busy months ahead. Jayson Forrest caught up with the Investment Management Consultants Assoc...

Financial planning

In a move that could cause friction between financial advisers and dealer groups, advisers plan to include additional financial services platforms in their existing offer...

Financial planning

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Financial planning

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Funds management

Dealer group Premium Wealth Management claims its Premium China Fund has become the largest unlisted China fund offered in Australia, surpassing $154 million in FUM....

Financial planning

HFA Holdings (HFA) has confirmed it is in discussions with a United States fund manager with a view to a possible merger....

Financial planning

Indexing within retail investment portfolios is a “killer application” for fund managers, outperforming about two-thirds of traditional active managers, according to the ...

Funds management

MacarthurCook’s latest Asian real estate investment trust has closed massively oversubscribed after raising Sing$312.5 million in just six days....

Superannuation

The head of technical services at a leading fund manager has warned financial planners that self-managed superannuation funds are likely to come under greater tax scrutin...

Financial planning

Scottish fund manager Martin Currie plans to launch an Australian version of its Global Alpha Fund later this year....

Funds management

New research by consultant Inalytics has found that, contrary to conventional wisdom, most fund managers cull their overperforming stocks and hold on to their underperfor...

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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...

1 month 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 1 week ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

2 weeks 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. ...

1 week 3 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...

1 week 2 days ago