FUNDS MANAGEMENT

Funds management

While the small/mid cap equity market has been difficult for the past nine months, Perpetual has topped the ranks with a cumulative performance return at 102.97 per cent ...

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Funds management

Colonial First State Global Asset Management has perpetrated the view investment success in global listed infrastructure securities will slow over the next decade....

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Funds management

Legg Mason Martin Currie Real Income Strategy has been added to the FirstChoice platform, managed by Colonial First State....

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Features

The financial advice industry needs to justify its use and/or retention of the various investment constituents that make up their portfolios to remain relevant, Clayton C...

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Features

Enterprising investors should distance themselves from the crowd by investing heavily in valuable companies for long-term returns, Lawrence Lam writes....

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Features

It is more important than ever to watch macroeconomic trends to determine the best investment opportunities, Nader Naeimi writes....

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Funds management

Advisers and investors turn to real return investing in uncertain times, according to Perpetual....

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Funds management

Netwealth has hit $14 billion in FUM/A following strong inflows and a focus on its managed account service....

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People & Products

Chief executive, Andrew McKinnon has taken the executive chair role at Grant Samuel Funds Management while Damien McIntyre has been appointed as CEO....

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People & Products

GSFM has formed a partnership with Munro Partners to distribute its global growth fund across Australian and New Zealand markets....

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Funds management

IRESS has today announced that specialist investment manager, Acorn Capital would utilise the IRESS Portfolio System....

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Funds management

BetaShares has launched the Australian Bank Senior Floating Rate Bond exchange traded fund, which would offer investors exposure to a diversified portfolio of bank floati...

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Funds management

Applying an index strategy in liquid Australian small caps pays regular dividends and is expected to experience greater returns than small caps that don’t pay regular div...

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Awards

Retaining nerve and riding through the tough geopolitical challenges of the past year saw Lazard Asset Management rewarded with the top prize in the Global Equities (Regi...

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Funds management

Saxo Capital Markets' digital bond-trading solutions had driven reduction in spreads and helped lower execution time....

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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...

3 weeks 4 days 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 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 2 days 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. ...

5 days 10 hours 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...

4 days 14 hours ago