FUNDS MANAGEMENT

Financial planning

Australian Ethical has posted that its underlying profit after tax for the 12 months ending June 30, will be represent a 30 per cent increase year-on-year....

image
Funds management

The funds that have incorporated responsible investing principles outperformed most mainstream Australian and international peers, according to a report by the Responsibl...

image
Funds management

Victoria’s new stamp duty laws will drive up costs for unlisted wholesale and retail property funds sector, according to the Property Funds Association....

image
Funds management

Companies with the highest dividend yield can offer poor value for risk taken when compared to the market, according to Ausbil....

image
Funds management

Asia was the one bright spot in terms of wealth manager assets under management last year, being the only region where assets increased rather than declined....

image
Funds management

Clime Asset Management’s three funds have turned in stellar performances for 12 months to May, 2019, the firm said....

image
Funds management

Advisers shouldn’t be asking if clients should be investing in fixed income but rather where they find those opportunities, as the market shifts to offering support to th...

image
Funds management

Fund managers have recognised the growing presence of SQM Research in the first part of Money Management’s “Rate the Raters” survey....

image
People & Products

Ausbil chief executive Ross Youngman has indicated the firm could target the UK market as it considers expanding its global footprint and launching funds offshore. ...

image
Funds management

Adoption of smart-beta strategies has reached a record high with 58 per cent of institutional investors using this type of strategy, as concerns about the long-term track...

image
Financial planning

Challenger Funds Management chief executive, Ian Saines is to retire from the business, prompting the search for a successor....

image
Funds management

K2 Asset Management saw outflows of $41.2m from a single investor during June in its underperforming K2 Australian Absolute Return Fund, as a result of the fund holding 7...

image
Funds management

George Latham, managing director at WHEB Asset Management, believes the sustainable investment industry is at risk from firm misleading investors with ‘impact washing’ pr...

image
Funds management

VanEck’s MSCI World ex Australia Quality exchange traded fund has received a ‘highly recommended’ rating from Lonsec....

image
Features

Laura Dew writes that the Australian Commodities and Energy sector has recovered well since the end of the mining boom, with demand for resources now extending beyond jus...

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 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 15 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 6 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