FUNDS MANAGEMENT

Funds management

Centuria has launched an unlisted property fund which is expected to benefit from projected improvement in the Brisbane market office....

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Tools & guides

Despite the domination of Australian equities in portfolios, global opportunities are attractive particularly for a bottom-up benchmark-unaware manager, Simon Blanchflowe...

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Funds management

Younger investors are more likely to put stock market returns at risk as they tend to trade more frequently, according to a RMIT University and the University of Cape Tow...

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People & Products

Zenith has upgraded the PIMCO Income Fund from a 'recommended' to a 'highly recommended' rating, which was the highest rating....

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Financial planning

AMP has restructured its advice business, including the integration of AMP Financial Planning, AMP Advice, AMP Horizons, and AMP Direct, and has announced leadership chan...

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Funds management

Latitude Financial Services has priced its inaugural Australia Credit Card master trust transaction....

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People & Products

Quintis managing director, Frank Wilson has resigned in what appears to be a precursor to a bid for the publicly-listed agribusiness operator....

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People & Products

Former CFSGAM executive, Mark Rogers has joined the board of sustainability consultancy, Edge Environment....

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Funds management

Washington H. Soul Pattinson, which invested in Hunter Hall Global Value and Hunter International in the past six months, has reported a net profit after tax of $149 mill...

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People & Products

Zenith has delivered a “recommended” rating to BNY Mellon investment manager, Insight Investment's Insight Global Absolute Return Bond Fund....

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People & Products

Grant Samuel Funds Management has made key institutional and distribution appointments, appointing Charles Levinge as head of institutional business....

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Features

Australian equities have settled since last financial year’s volatility but advisers have been warned to make selective and diversified decisions, Jassmyn Goh finds....

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Features

While currency exposure can provide a safety valve for economic downturns, advisers need to employ a structured approach to manage foreign exposures, Matthew Hopkins writ...

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Funds management

Remerga has launched its first Emerging Markets Sustainable Leaders Fund which will use an approach based on a combination of quantitative and ESG factors....

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People & Products

Former Towers Watson staffer, Craig Mercer and co-founder, Warwick Johnson have kicked off a new emerging markets fund from Remerga....

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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 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 4 hours ago